Connect Wealthbox 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 conatct is added to Google Sheet, a new contact is automatically created in Wealthbox. Wealthbox offers many parameters for contact, in this template we will work only with Personal contacts using First name, Last name, and Email in columns A, B, and C.

Export Wealthbox Person contacts to Google Sheets. Wealthbox offers many parameter. In this template, we will use a Person contact and export First name, Last name, and an email. A limit of max. 3200 records applies.

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.