Connect Customerly 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.

When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.

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.

When user or lead unsubscribe in Customerly, Make will automatically send a notification message via Slack.