Update Pipedrive deals automatically when a new deal event occurs
Update Pipedrive deals automatically when a new deal event occurs
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About
Streamline your sales process by automatically updating deal information in Pipedrive. With this template, every time a new deal is created in Pipedrive, Make will ensure that the deal details are promptly updated, keeping your sales pipeline organized and up-to-date. This automation helps you maintain accurate records and enhances your team's efficiency in managing deals.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
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How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Product Owner at Smaily
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CTO & Co-founder at FINN
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