End-to-end automation connecting Pipedrive CRM, scheduled 3-minute welcome timers, an interactive multi-step property form, and SolarPlus automated proposal generation & quote approvals.
Fully responsive, closed-loop automation matching all business rules:
When lead arrives, Pipedrive deal is created in Inbound Leads. A 3-minute delay timer is armed. When the timer fires, welcome email is sent with tokenized customer form link.
Interactive multi-step property form: Postcode, Property Type, Roof Type, Single/3-Phase supply, Bi-monthly bill slider ($100-$1,500), EV plans, and “Do you need finance?”
Upon submission, Pipedrive deal is updated with all custom fields and moved to Ready to Quote. Pending reminder emails are cancelled automatically.
Details are passed to SolarPlus: contact & project are created. When quote is sent via SolarPlus, webhook automatically advances Pipedrive deal to Quote Sent.
When customer approves quote in SolarPlus, webhook is caught and deal in Pipedrive automatically transitions to Quote Approved (Won)!
If form is NOT updated, automated reminders are dispatched (24h, 48h, 72h). If no response after threshold, deal is automatically moved to Stale Leads.
Engine calculates exact 3-minute delay. Live countdown in dashboard with 1-click test triggers.
Kanban pipeline board, lead directory, live audit trail, and instant test benches.
Tailored regional routing for Ballarat East (12/102 Fussell St) and Central Highlands / Western VIC.