Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive
Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive
Get this templateApps used in template
About
When a deal is updated in Pipedrive and meets specified criteria, a new client is made in Harvest with credentials of the linked person. Then, the persons from the deal are listed and new contacts are made and linked to the newly created client in Harvest.
Trusted by thousands of fast-scaling organizations around the globe





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.
Adds new line item to specific invoice.
Creates a new billable rate.
Creates a new client.
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.