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Transfer newly added Pipedrive contacts to KlickTipp

Transfer newly added Pipedrive contacts to KlickTipp

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This template handles the ongoing synchronization of new Pipedrive events such as contact creations, updates and deletions to KlickTipp.

It is designed to be used after an initial bulk migration of existing contacts has already been completed using a separate scenario.

Whenever a new events happens in Pipedrive, the scenario is triggered and checks whether the contact already exists in KlickTipp by checking for the Contact ID as the unique identifier and the marketing status to control further processing.

If the contact does not exist in KlickTipp, the contact is created and subscribed using the defined opt-in process, including one static Tag as well as dynamic Tags and custom fields. If the contact already exists, the contact data in KlickTipp is updated accordingly.

Key contact details such as first name, last name, birthday, Pipedrive contact ID, and label are transferred into KlickTipp custom fields to maintain a consistent and reliable link between both systems.

This template ensures that all new Pipedrive events are automatically reflected in KlickTipp without manual intervention. It complements an initial migration scenario and completes a clean, two-step synchronization setup.

Requirements:

  • A Pipedrive account with webhook access
  • A KlickTipp account
  • Contacts must have a valid email address

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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.

Pipedrive CRM
Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Follower (Deprecated)

Add follower to an object of selected type (deals, organizations, persons).

Action
Pipedrive CRM
Add a Participant to a Deal

Adds a participant to a deal.

Action
Pipedrive CRM
Add a Product to a Deal

Adds a product to the deal.

Action
Pipedrive CRM
Add a Recurring Subscription (Deprecated)

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription (Deprecated)

Adds a new installment subscription.

Action
KlickTipp
Add or Update Contact

Adds a new contact. If a contact with the same email already exists, it will be updated.

Action
Flow Control
Array aggregator

Aggregator
Pipedrive CRM
Cancel a Recurring Subscription (Deprecated)

Cancels a recurring subscription.

Action

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