Connect Clicksign and Pipedrive CRM integrations

Optimize your Pipedrive CRM lead engagement using ChatGPT to craft personalized introduction messages, while organizing and reviewing them on Google Sheets.

Every time a new activity is created in Pipedrive, Make will automatically send a message in Slack.

Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal.

Use this template to automatically add your Facebook Lead Ads leads to Pipedrive by creating a Pipedrive person and a deal. You can watch multiple forms within your Facebook page.

Every time a custom webhook is triggered, Make will automatically use the output of the webhook to retrieve a record from Airtable and validate the email using ZeroBounce. If the email status is "valid" it will create a record in Pipedrive and send a Slack message. The webhook should have a field "id" otherwise the scenario will not be succesfully triggered.

Improve communication by informing internal and external stakeholders of deal progress, ensuring timely updates on significant stage advancements for better collaboration.

Every time a new LinkedIn Lead Gen Forms lead is submitted, a new deal will be created in Pipedrive and a confirmation email will be sent to the lead via Gmail.

The template assumes your LinkedIn form collects these details:

1. First name
2. Last name
3. Phone
4. Email

Your sales manager is probably using Pipedrive CRM in order to track your prospect sales cycle. However, once a deal is negotiated and closed, the rest of your team needs to know so they can start delivering the service and onboarding the new client. Make can automatically a closed deal on your Pipedrive CRM and create a record on a ClickUp list that your team can see.