Case Study
Make.comElementorPipedriveGoogle Drive
E-Commerce Order Intake & Client Communication Automation
A multi-branch Make.com automation for a custom product business that routes Elementor form submissions into Pipedrive, creates proof and archive folders in Google Drive, fetches product images from WordPress, and schedules personalized email and SMS follow-ups all without manual input.
Our Approach
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The client was managing custom tote bag orders through a WordPress/Elementor form, then manually creating folders, sending confirmation emails, and assigning reps in Pipedrive. We analyzed the order lifecycle from form submission to proof delivery and rebuilt it as a fully automated pipeline with separate branches for different service types, each with its own rep assignment, folder structure, and communication sequence.
Key Features
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- Elementor Webhook Intake with Service RoutingCatches form submissions instantly, runs a Switch module to identify order type, routes each to the correct processing branch.
- Pipedrive CRM Record ChainCreates organization, person, and deal records in sequence every order has a complete CRM footprint before any communication is sent.
- Google Drive Folder AutomationCreates a Proof folder and Archive folder per order, fetches the relevant product image from WordPress, and saves to Drive for the production team.
- Scheduled Email & SMS SequencesDelivers personalized order confirmations via SCHEDULE AN EMAIL and SCHEDULE AN SMS per assigned rep no manual sends.
Results
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Order intake to CRM entry reduced from 20+ minutes to under 60 seconds
