Create a new presentation with data from a new deal in Pipedrive CRM
About
In specified intervals, Make checks whether there is a new deal meeting specified criteria. If so, a new presentation from a template is created in Google Slides. This scenario also uploads the images with URL.
Apps Included
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Every time a new deal is created in Pipedrive, Make will automatically add that deal to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically create a new box in Streak. The template uses this example spreadsheet.
Every time a new box is created in Streak, Make will automatically add that Streak box info to a new row in your Google Sheets spreadsheet. This template uses this example spreadsheet.
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.
Creates an empty slide or delete an existing slide on the specified presentation.
Cancels a recurring subscription.
Creates a deal.
Creates a lead.
FAQ