Pipedrive
WordPress
Living Institute runs popular events and workshops. The problem? Attendee data lived in WordPress, while their sales work happened in Pipedrive. Copy-pasting details slowed the team and delayed follow-up. We automated the hand-off so every registration becomes an actionable lead—instantly.
Challenge
Manual steps created noise: find the contact, update details, link the company, create a lead, add event notes—repeat. It was slow, error-prone, and sales only saw new opportunities after a delay.
Copy/paste attendee details from WordPress
Check for existing contacts in Pipedrive
Create or update person and organization
Create a lead and add event context