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Create a new presentation with data from a new deal in Pipedrive CRM

Create a new presentation with data from a new deal in Pipedrive CRM

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Apps used in template

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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.

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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 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

Adds a new recurring subscription to a deal.

Action
Pipedrive CRM
Add an Installment Subscription

Adds a new installment subscription.

Action
Google Slides
Add/Delete a Slide

Creates an empty slide or delete an existing slide on the specified presentation.

Action
Pipedrive CRM
Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
Pipedrive CRM
Create a Deal

Creates a deal.

Action
Pipedrive CRM
Create a Deal Field

Creates a new deal field.

Action

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