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01Case Study
Nonna Lab logoNonna Lab

A CRM that keeps up with a sales team on the road

Client

Nonna Lab

Sector

Health & pharma

Location

France

CRM automationTypeform integrationData flowsEmail automation
02The Client

Nonna Lab has a sales team on the road, visiting pharmacies across France. After every visit, the salesperson fills out a Typeform report: where they went, who they spoke to, how it landed. Multiply that by a whole team and a whole country, and the data adds up fast.

03The Problem

All of those reports needed to end up in the CRM, matched to the right records, so the business could actually see what was happening in the field. But the volume of submissions coming in was simply too much for a human to track, let alone move across by hand.

When field data does not make it into the CRM, it may as well not exist. Visits happen, but the company flies blind on them.

04What We Built

We built an automation that sits between Typeform and the CRM and handles the whole flow:

Typeform to CRM sync

Every visit report syncs into the CRM automatically the moment it is submitted, matched to the right records. No exports, no copy-paste, no backlog.

Built for the volume

The whole point was scale: a stream of submissions from across France that no human could keep up with, processed reliably, every time.

Email reminders

Automated email reminders go out on their own, so the process keeps moving without anyone keeping a list.

05The Outcome

The sales team just does the visits and fills in the form. Everything else happens on its own: the CRM stays current, the reminders go out, and nobody spends their day shovelling data between systems.

For a business whose picture of the market is built from thousands of field reports, the difference is simple: the picture is now complete.

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