Connect ReCharge and Pipedrive CRM and Microsoft 365 Email integrations

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.

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.

Every time a new Calendly event is scheduled with you, a new deal will be instantly created in Pipedrive. If the event is canceled, the deal will be set to "Lost".

You need to have a Calendly premium account to create this integration.

Every time a new response is entered on your Google Form, Make will automatically create or update a person in Pipedrive.

Every time a new company is added to Pipedrive, Make will automatically search for the name of the company in Merk and add related Merk data about this company to the new organization in Pipedrive.

This template regularly checks for new deals entering a specific stage in Pipedrive and uses the retrieved information to create a new invoices in Xero. Your Pipedrive deal needs to have products associated with it.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.