Challenge
One Tree Planted was confronted with the challenge of efficiently managing an influx of donations and leads generated from various countries and platforms. Their mission to plant trees worldwide was supported by a diverse group of donors, necessitating a robust system to manage these relationships.
They were utilizing Freshsales CRM to organize and manage their leads and contacts but faced the hurdle of manually integrating data from their Shopify website, where the bulk of donor activity occurred. The manual process was time-consuming, prone to errors, and inefficient. One Tree Planted sought a solution to automate the integration of donor information from Shopify to Freshsales, aiming for real-time data synchronization, accuracy, and efficiency in managing donor relationships.
Solution
We built a custom integration of their Shopify website with Freshworks CRM. This integration pulls information about every client from the Shopify website and displays it on the CRM. So when you click on a contact, you can see the amount of donations that particular contact made in the past including all of their profile information.
Results
With this integration in place, managing relations with contacts has become a lot easier for One Tree Planted. They are now looking forward to get all their marketing platforms integrated with Freshsales to streamline their operations and take their mission one step further.Â
