Create new workflow runs in Process Street from new deals in Pipedrive
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.
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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.
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 lead.
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