Pipedrive Automation Workflows
352 ready-made Pipedrive workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Sales pipeline automations: deals, activities, and contact syncs.
Qualify Replies from Pipedrive Persons with AI
## About the workflow The workflow reads every reply that is received from a cold email campaign and qualifies if the lead is interested in a meeting. If the lead is interested, a deal is made in Pipedrive. You can add as many email inboxes as you need! ## Setup: - Add credentials to the Gmail, OpenAI, and Pipedrive Nodes. - Add an in_campaign field in Pipedrive for persons. In Pipedrive, click on your credentials at the top right, go to company settings > Data fields > Person, and click on add custom field. Single option [TRUE/FALSE]. - If you have only one email inbox, you can delete one of the Gmail nodes. - If you have more than two email inboxes, you can duplicate a Gmail node as many times as you like. Just connect it to the Get email node, and you are good to go! - In the Gmail inbox nodes, select Inbox under label names and uncheck Simplify.
n8n$9.99Create contacts in ActiveCampaign from new deals in Pipedrive
Every time new deals are added in Pipedrive, Make retrieves them and creates contacts in ActiveCampaign automatically.
MakeFreeSync New Pipedrive Contacts with Customer.io
Automatically add or update contacts in Customer.io whenever new people are added in Pipedrive CRM, ensuring your marketing campaigns are always up-to-date.
Make$2.99Send Slack messages for new Pipedrive activities
Whenever a new activity is added in Pipedrive, this Make workflow sends a real-time message to a Slack channel of your choice. It helps sales teams stay updated on calls, meetings, or tasks without switching apps. Just connect your Pipedrive and Slack accounts, configure the activity criteria and target channel, and the automation runs on every new entry.
Make$2.99Automate Lead Import from CSV to Pipedrive CRM
Streamline your lead management by automatically importing contacts from a CSV file in Google Drive to Pipedrive CRM. This workflow ensures new leads are created only if they don't already exist in Pipedrive.
n8n$9.99Sync Tagged Mailchimp Subscribers to Pipedrive as Contacts
Automatically add Mailchimp subscribers with specific tags to Pipedrive as new contacts, streamlining your CRM management.
MakeFreeAutomate Pipedrive Organization Enrichment with OpenAI Integration
This workflow enriches Pipedrive organization data by automatically adding notes using web scraping and OpenAI's GPT-4o.
n8n$12.63Sync New Pipedrive Contacts to Mailchimp as Subscribers
Automatically add new contacts from Pipedrive to your Mailchimp subscriber list, ensuring your email marketing is always up-to-date.
MakeFreeAutomatically Sync New Pipedrive Contacts to SendGrid
Seamlessly add new contacts from Pipedrive to your SendGrid mailing list, ensuring your email marketing is always up-to-date.
Make$3.99Automate LinkedIn Offline Conversions from New Pipedrive Deals
Streamline your marketing efforts by automatically sending LinkedIn offline conversions whenever new deals are created in Pipedrive. This integration enhances lead tracking and improves marketing analytics for more targeted campaigns.
Make$3.99Create new players in Pointagram from new deals in Pipedrive
This template periodically checks for new deals in a PipeDrive and uses the retrieved information to create new players in Pointagram. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
Make$3.99Add people from Pipedrive to ActiveTrail as contacts
Every time a new person is added in Pipedrive, Make will automatically create or update a contact in Activerail.
MakeFreeAutomatically Create Mems from New Pipedrive Deals
Enhance your sales process by automatically generating Mems from new Pipedrive CRM deals, ensuring seamless workflow integration and improved customer engagement.
Make$3.99Add new people from Pipedrive to SendGrid
A ready-to-use Make workflow that connects Pipedrive, Sendgrid. Add new people from Pipedrive to SendGrid. Customize and deploy in minutes.
Make$3.99Send new records from Pipedrive CRM to Facebook Offline Conversions
Send deals in Pipedrive, which meet specified criteria, to Facebook Offline Conversions. The best practices for preparing custom data and the file examples are accessible [here](https://www.facebook.com/business/help/606443329504150?id=2469097953376494).
Make$3.99Automate Document Signing with DocuSign for Pipedrive Deals
Automatically send a document from DocuSign to a contact in Pipedrive when a deal is updated, streamlining your document signing process.
Make$3.99Automate Contact and Organization Management from Dux-Soup to Pipedrive
Automatically create or update contacts and organizations in Pipedrive CRM when new data is received from Dux-Soup, streamlining your sales process.
Make$3.99Enrich New Leads in Pipedrive and Send an Alert to Slack for High-Quality Ones
## Use Case This workflow is beneficial when you're automatically adding new leads to your Pipedrive CRM. Usually, you'd have to manually review each lead to determine if they're a good fit. This process is time-consuming and increases the chances of missing important leads. This workflow ensures every new lead is promptly evaluated upon addition. ## What this workflow does The workflow runs every 5 minutes. On every run, it checks your new Pipedrive leads and enriches them with Clearbit. It then marks items as enriched and checks if the company of the new lead matches certain criteria (in this case, if they are B2B and have more than 100 employees) and sends a Slack alert to a channel for every match. ## Pre Conditions You must have Pipedrive, Clearbit, and Slack accounts. You also need to set up the custom fields `Domain` and `Enriched at` in Pipedrive. ## Setup 1. Go to Company Settings -> Data fields -> Organization and add `Domain` as a custom field. 2. Go to Company Settings -> Data fields -> Leads and add `Enriched at` as a custom date field. 3. Add your `Pipedrive`, `Clearbit`, and `Slack` credentials. 4. Fill the `setup` node below. To get the ID of your custom domain fields, simply run the `Show only custom organization fields` and `Show only custom lead fields` nodes below and copy the keys of your `domain`, and `enriched at` fields. ## How to adjust this workflow to your needs - Modify the criteria to suit your definition of an interesting lead. - If you only want to focus on interesting leads in Pipedrive, add a node that archives all others. This workflow was built using n8n version 1.29.1
n8n$14.99Add Mailchimp subscribers from new deals or deals in any stage in Pipedrive
A ready-to-use Make workflow that connects Pipedrive, Mailchimp. Add Mailchimp subscribers from new deals or deals in any stage in Pipedrive. Customize and deploy in minutes.
Make$3.99Automatically Create Pipedrive Deals from New CallRail Calls
Streamline your sales process by automatically creating new deals in Pipedrive whenever a call is received on CallRail.
MakeFreeUpload a new user into LinkedIn Matched Audiences from a new deal in Pipedrive CRM
A ready-to-use Make workflow that connects Pipedrive, Linkedin-matched-audiences. Upload a new user into LinkedIn Matched Audiences from a new deal in Pipedrive CRM. Customize and deploy in minutes.
Make$2.99Create Pipefy cards from new Pipedrive deals
Every time a new deal is created in Pipedrive CRM, Make will automatically create a new card in Pipefy.
MakeFreeCreate Pipedrive CRM deals from EasyCSV
Every time a new CSV import is performed via EasyCSV, Make will automatically create a new deal in Pipedrive CRM.
MakeFreeAutomate Pipedrive CRM Person Creation from Netlify Form Submissions
Automatically create new contacts in Pipedrive CRM from Netlify form submissions by leveraging Clearbit for data enrichment.
Make$4.99
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