Create new workflow runs in Process Street from new deals in Pipedrive
Create new workflow runs in Process Street from new deals in Pipedrive
Get this template
Apps used in template
About
This template periodically checks for new deals in Pipedrive CRM and uses the retrieved information to create a workflow run in Process Street.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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.
Assigns a member to a certain task of a workflow run.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
FAQ
See Make in action
See how Make works
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
