Pipedrive CRM integrations

Every time a new Pipedrive CRM deal occurs, Make will automatically create a random GIF using GIPHY and send it in an email.

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.

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

You may want to add people to Pipedrive from Mailchimp that only have certain tags. This automation makes it possible by using a filter to ensure that only those subscribers are added to Pipedrive.