Date: 10.10.2025 (2025-10-10)
Monish Revuri (10.10.2025) • Context: • Carbon • Started with Zapier then they went to make.com • They had the make.com enterprise license -> got rid of Zapier • Banking: Qonto • Salesforce • Use case 1: Marketing: somebody signed up on website (Google Analytics) -> connected website with Cley -> enrich -> Salesforce and Slack -> based on location of company the regional manager was tagged on Slack -> also GSheets as database • Cley posted automations on LinkedIn and then he just rebuilt it • No real ROI - because no customers • Requirements gathering: he talked to Head of Sales -> then they introduced territory management bcs of that • He had to get Slack admin access to authenticate the account • It took 1 to 2 hours • Testing: he just filled out website himself • Use case 2: Finance • Qonto has an integration with Make.com • Cashflow analysis • He integrated a 3rd party tool on Salesforce - if invoice is generated there is an automatic invoice number was in Saleforce; then this number was pushed GSheets to later match with the Qonto transactions (matching was done within Excel) • When payment is done -> notification on Slack • Another flow: if payment is not paid -> check every few days and then send reminder - they could do it in AccountantSeed • When companies test different tools -> stuff needs to be built again (but also in Orcha) • Use case 3: Project Management • They sell product and implementation services • They billed for tickets per customer (solution engineers) • Tickets on Click up -> there the engineer entered hours -> end of quarter -> the adding up happened in Salesforce (quite complex) • He also in real time synched Clickup tickets to be on Salesforce • Challenge: integrating with ClickUp was difficult - they could only fetch the last 10 request -> he had to build a web hook to get more data; time was in different formats -> it had to be transferred • Jira has native integration • Use case 4: Customer Success • Long term contracts: 1 year duration • Due date 2months before end of contract • AE should prolong 2 months • Due dates were in Salesforce -> in a custom fields for the contracts • Send notification to head of customer success on Slack • Use case 5: Salesforce has different funnel stages -> when leads are not moving -> Sales Mgr has to make a decision - to keep pipeline clean • Challenges around testing: • Project Management process: create ticket on ClickUp -> for one ticket on ClickUp 10k tickets were created -> had to delete it again • Customer support process: he was not admin for tool -> creating custom fields etc. was a pain • Testing was not really difficult -> they did a lot of testing in live mode -> PMS style -> fix in live mode • Summary: • Integrations are the main stuff