BKY Data Consulting
Live demo
Built for your Pipedrive setup

Pipedrive Lead Workflow Health

Raw form submissions and call data -> clear insights on your lead process. Live demo on synthetic data.

Hi [Client Name] — here's a working demo I built for your Paperform + Pipedrive setup; click anything, every number is live from the sample data below.

New Leads This Week
15
▲ from Paperform
Total Pipeline Value
$100,200
▲ active deals
Reminder Success Rate
100%
■ Twilio reminders sent
Post-Call Follow-ups
33%
▼ completed via Lindy/WhatsApp

Deals by Pipedrive Stage

This shows how many deals are in each stage, helping you spot bottlenecks in your sales process.

Call Status Breakdown

Understand if booked calls are happening, showing where leads might be falling through the cracks.

Pipeline Value by Project Type

See which types of projects bring in the most potential revenue, helping you focus your efforts.

What I'd do for you

✓
Fix broken data syncing
Diagnose and resolve why your Paperform data isn't reliably reaching Pipedrive.
✓
Build robust lead workflows
Create a stable system connecting forms, CRM, and communication tools end-to-end.
✓
Automate call reminders
Set up automatic phone or WhatsApp reminders for booked calls to reduce no-shows.
✓
Streamline post-call follow-ups
Automate sending summaries or next steps after calls, saving your team time.
⚡ Plus, repetitive work I'd put on autopilot
Paperform to Pipedrive Sync
Paperform API · Pipedrive API · Python (requests)
Automated Call Reminders
Pipedrive Webhooks · Twilio API · WhatsApp Business API · n8n
Post-Call Follow-up & Logging
Pipedrive API · Lindy API · WhatsApp Business API · Google Apps Script
See how I'd build this on your live system — and the data behind it

How it works in production

How I'd set this up on your live system:

Source
Paperform · Pipedrive
Your live forms and CRM data.
→
Automation
Pipedrive API · Twilio API · WhatsApp API · Lindy API · Python (requests) · n8n
Custom-built, reliable connections between all your tools.
→
Output
Pipedrive Dashboards · Slack/Email Notifications
Real-time insights and alerts for your team.

Recent Lead Submissions

Booking DateLead NameProject TypeCall StatusDeal StageDeal Value
2024-07-22Olivia HallCRM IntegrationBookedQualified$7,000
2024-07-22Noah LewisE-commerce StoreBookedProposal Sent$13,000
2024-07-21Mia ClarkMarketing StrategyBookedNew Lead$4,000
2024-07-21Liam ScottApp DevelopmentBookedQualified$9,000
2024-07-20Karen HillWebsite RedesignBookedNew Lead$2,700

Raw source data

View CSV Download CSV

dataset.csv — showing 12 of 15 rows. Everything above is computed from this file, untouched.

Submission IDLead NameEmailPhoneProject TypeBooking DateCall StatusPipedrive Deal IDDeal StageDeal ValueReminder SentFollow-up Sent
1001Alice Smithalice@example.com555-1234Website Redesign2024-07-15Booked101New Lead2500YesNo
1002Bob Johnsonbob@example.com555-5678App Development2024-07-16Booked102Qualified7500YesYes
1003Charlie Browncharlie@example.com555-9012Marketing Strategy2024-07-16No Show103New Lead3000YesNo
1004Diana Princediana@example.com555-3456E-commerce Store2024-07-17Booked104Proposal Sent12000YesNo
1005Eve Adamseve@example.com555-7890CRM Integration2024-07-17Booked105Qualified5000YesYes
1006Frank Whitefrank@example.com555-1122Website Redesign2024-07-18Booked106New Lead2000YesNo
1007Grace Hallgrace@example.com555-3344App Development2024-07-18Booked107Qualified8000YesNo
1008Henry Greenhenry@example.com555-5566Marketing Strategy2024-07-19Booked108New Lead3500YesNo
1009Ivy Kingivy@example.com555-7788E-commerce Store2024-07-19Booked109Proposal Sent15000YesNo
1010Jack Leejack@example.com555-9900CRM Integration2024-07-20Booked110Qualified6000YesYes
1011Karen Hillkaren@example.com555-0011Website Redesign2024-07-20Booked111New Lead2700YesNo
1012Liam Scottliam@example.com555-2233App Development2024-07-21Booked112Qualified9000YesNo

Ready to fix your lead workflow?

I can implement this robust, reliable system using your real data in weeks.

bing@bkydataconsulting.com