Connect Betty Blocks and Pipedrive CRM integrations
Connect Betty Blocks and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Betty Blocks and Pipedrive CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
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Popular Betty Blocks and Pipedrive CRM workflows.
Looking to get more out of Betty Blocks and Pipedrive CRM? With Make you can visually integrate Betty Blocks and Pipedrive CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Every time a new deal is created in Pipedrive, Make will automatically add that deal to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.
Periodically check for new rows in Google Sheets and import them as new records into a Data model in Betty Blocks.
The template works with this sample Google Sheet (a fruit inventory) here.
The template also expects a "Data model" in Betty Blocks with these properties:
- Fruit Name as text
- Price as number with decimal
- Quality as list (High, Medium, Low)
- Sold Since as date
Periodically create PDF files on Google Drive files based on Betty Blocks records.
In this template, Make will create sample "training certificates" based on training attendees' information stored in Betty Blocks.
At first, the template creates temporary Google Docs documents with variable values from Betty Blocks. The documents are then recreated as PDF documents. Finally, the temporary Google Docs documents are removed from your Google Drive and only the PDF documents stay.
The template works with this Google Docs document serving as a "PDF template".
The Make template also expects your data model in Betty Blocks to have these properties:
- First Name as text
- Middle Name as text
- Last Name as text
- Phone number as text
- Email address as text
- Passed as list (yes or no)
The scenario is currently configured to run every 60 minutes, If you change the schedule, you also need to appropriately change the filter after the first module.
Build your Betty Blocks and Pipedrive CRM integrations.
Create custom Betty Blocks and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a lead.
Creates a note.
Connect any app with Betty Blocks and Pipedrive CRM
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