About US

Grow without dealing with the challenges of expanding your business.

Here at Tribal Interactive, we're all about making automation support headache-free, helping your business thrive - no pain, all gain!

Hey there,

I'm Chad!

I'm the founder of Tribal Interactive, focusing on AI, workflow, and marketing automation.

For over 14 years, my focus has been on empowering large enterprises to work smarter rather than harder. I'm passionate about eliminating time-consuming processes and ramping up efficiency.

Recently, I extended my expertise to support friends managing small to medium-sized businesses. Many of them were still stuck in manual processes using pen and paper, with some using just emails to get by. Witnessing them overwhelmed by tasks ignited a desire in me to champion the time-saving wonders available.

I took action by introducing them to cutting-edge tools like Zapier, Keap, Monday.com, Make, and Pipedrive - these tools revolutionized their operations.

Now, I want to help as many companies as I can transform their operations from pen and paper to using the latest tech tools.

  • How much time we managed to save!

  • Imagine never having to do those repetitive, error-prone tasks again.

  • How much growth we were able to achieve now that we could spend our time and energy on more important things

Case Studies

Real client testimonials that highlight how Tribal Interactive Inc. helped smart entrepreneurs grow their businesses, saving them loads of money and hours in the process.

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Streamlining CRM and Project Management for Enhanced Business Efficiency

October 11, 20233 min read

Streamlining CRM and Project Management for Enhanced Business Efficiency


Maintaining an accurate, synchronized understanding of each customer's status is crucial in the fast-paced world of sales and customer relationship management (CRM). A technology solutions company faced the challenge of integrating Jobber, Pipedrive CRM, and Monday.com to create a seamless flow of information between these platforms. This case study examines the objectives, challenges, and solutions implemented to achieve an integrated system that would enhance business operations and eliminate redundancy.



The primary goals were clear:

  • Create a central dashboard within Monday.com to view leads, prospects, and customer statuses comprehensively.

  • Automate the flow of information from Pipedrive and Jobber to Monday.com, thus eliminating double-entry and reducing human error.

  • Ensure that every customer interaction stage was documented and that standard operating procedures (SOPs) in Monday.com were followed.

  • Provide the sales team with clear, immediate next steps for each customer.


The integration faced several significant hurdles:

  • Limited API Access: The unavailability of Jobber's API posed a technical constraint, limiting data extraction and automation capabilities.

  • Data Synchronization: Ensuring real-time, bilateral data exchange between Pipedrive, Jobber, and Monday.com required sophisticated solutions to prevent duplication and maintain data integrity across platforms.

  • Sales Cycle Management: The need to efficiently move leads through the sales cycle, with automatic updates reflecting each change in status, from initial contact to project completion or cancellation.


Technical Implementation

To overcome these challenges, a multi-platform integration strategy was deployed:

  • Zapier Integration: Leveraged Zapier to connect Jobber and Monday.com, enabling data flow between these platforms without direct API access.

  • Make.com for Pipedrive and Monday.com: We utilized Make.com (formerly Integromat) to establish a connection between Pipedrive and Monday.com and subsequently to Jobber, ensuring that all platforms communicated effectively.

  • Unique Identifiers and Data Store: Implemented a data store with unique identifiers to track entities across systems, effectively removing duplicate entries and maintaining a single source of truth for each lead and customer.

Process Optimization

  • Automated workflows were created to update status changes in real time, ensuring that Monday.com's dashboard accurately reflected each lead and customer's current position in the sales cycle.

  • SOPs for each stage of customer interaction were integrated into Monday.com, providing the sales team with clear guidelines and immediate next steps.


The integration project successfully achieved its objectives, leading to a significant improvement in operational efficiency and data accuracy:

  • Seamless Integration: The automated system ensured that Pipedrive updated Monday.com, which updated Jobber, maintaining a synchronous flow of information.

  • Efficiency Gains: Manual data entry was virtually eliminated, reducing time spent on administrative tasks and reducing human error risk.

  • Improved Sales Cycle Management: Real-time updates enabled seamless transitions of customers from lead to opportunity, allowing instant updating of sent quotes, and provided immediate visibility into project statuses.


Integrating Jobber, Pipedrive, and Monday.com showcased the power of using advanced automation tools like Zapier and Make.com to overcome technical limitations and create a highly efficient, unified business management system. By addressing key challenges with innovative technical solutions, the company enhanced its operational efficiencies, streamlined its sales process, and solidified its foundation for future growth and client satisfaction.

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