Pipedrive Automation Workflows
352 ready-made Pipedrive workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Sales pipeline automations: deals, activities, and contact syncs.
Create Eversign documents for new Pipedrive CRM prospects
Every time a deal moves to a specific stage in Pipedrive CRM, Make will automatically create a contract from an Eversign template.
MakeFreeAutomate Pipefy Card Creation from New Pipedrive Deals
Automatically create a new card in Pipefy whenever a new deal is added in Pipedrive, streamlining your workflow and ensuring no deal is missed.
MakeFreeAutomate Lead Creation in Pipedrive from New Wishpond Leads
Automatically transfer new leads from Wishpond to Pipedrive CRM, ensuring your sales pipeline is always up-to-date.
MakeFreeAdd new ClickFunnels contacts to Pipedrive as people
Every time a new contact is created in ClickFunnels, Make will automatically create a new person in Pipedrive.
MakeFreeAutomate Pipedrive Deal and Note Creation via Webhooks
This Zap streamlines your sales pipeline management by automatically creating organizations, persons, deals, and notes in Pipedrive whenever a specified webhook event is triggered. Enhance productivity by reducing manual data entry and keeping your sales team informed with the latest updates.
Zapier$2.99Verify and update a phone number of a Pipedrive CRM person using Veriphone
Every time a new Pipedrive CRM person is created, Make will automatically verify its phone number in Veriphone and if its valid, update the contact with the formatted phone number.
Make$3.99Create Wishpond leads for new Pipedrive CRM leads
Make monitors your Pipedrive CRM at set intervals for new leads, then automatically creates corresponding leads in Wishpond. This keeps lead data synchronized across both platforms without manual entry, saving time for sales and marketing teams using lead generation and CRM tools.
Make$2.99Automate Deal Creation in Pipedrive for New OfficeRnD Contracts
Automatically create a new deal in Pipedrive CRM whenever a new contract is added in OfficeRnD, streamlining your sales process.
MakeFreeSync Zendesk Tickets to Pipedrive Contact Owners
This workflow syncs Zendesk tickets to Pipedrive contact owners. This workflow is triggered every day at 09:00 with Zendesk collecting all the tickets updated after the last execution timestamp and updating them according to Pipedrive contacts. It also adds Zendesk comments to the tickets as notes in Pipedrive. ## Prerequisites - Pipedrive account and [Pipedrive credentials](https://docs.n8n.io/integrations/builtin/credentials/pipedrive/) - Zendesk account and [Zendesk credentials](https://docs.n8n.io/integrations/builtin/credentials/zendesk/) Note: The Pipedrive and the Zendesk accounts need to be created by the same person / with the same email. ## How it works 1. Cron node triggers the workflow every day at 09:00. 2. Zendesk node collects all the tickets updated after the last execution timestamp. 3. If node checks if the channel in the ticket is an email, and if so, it continues the workflow. 4. The Item Lists node removes duplicates to make search efficient. 5. Pipedrive node searches persons by email. 6. Set node renames and keeps only needed fields (email & person id). 7. Merge by key node adds the Pipedrive contact id to Zendesk tickets. 8. The HTTP Request node gets Zendesk comments for tickets and the Merge node adds them to tickets. 9. Split node adds nodes in batches with each iteration. 11. Item list node splits comments into separate items. 12. Pipedrive node adds comment as notes. 13. If node checks if the data processing is done and if not, goes back to the Split node. The Function Item node sets the new last execution timestamp.
n8n$14.99Send Telnyx SMS on New Pipedrive Deals
A ready-to-use Make workflow that connects Pipedrive, Telnyx. Send Telnyx SMS on New Pipedrive Deals. Customize and deploy in minutes.
MakeFreeCreate contacts on Pipedrive CRM from Formstack responses after validating the email with ZeroBounce
Every time a Formstack response is submitted, Make will automatically validate the email address of that response with ZeroBounce. If the email status is valid it will create a new record in Pipedrive CRM.
Make$3.99Automatically Sync New Nusii Clients to Pipedrive as Contacts
Effortlessly keep your Pipedrive CRM updated by automatically creating new contacts for each client added in Nusii.
MakeFreeSync New Factorial Employees to Pipedrive as CRM Contacts
Automatically create new Pipedrive CRM contacts for employees added in Factorial, ensuring your CRM is always up-to-date.
MakeFreeAutomate Pipedrive Organization Enrichment with Sticky Notes
Streamline your Pipedrive organization data enrichment process through automated sticky note creation.
n8n$13.9Add new Google Forms responses to Pipedrive as notes
A ready-to-use Make workflow that connects Google-forms, Pipedrive. Add new Google Forms responses to Pipedrive as notes. Customize and deploy in minutes.
Make$2.99Two-Way Pipedrive ↔ MySQL Contact Sync
Automates bidirectional sync of customer contacts between Pipedrive CRM and MySQL DB. Creates missing records and updates name, phone, email with most recent data.
n8n$14.99Create SatisMeter users for new Pipedrive CRM persons
Make monitors Pipedrive CRM for new persons, then automatically creates corresponding users in SatisMeter. This workflow eliminates manual entry, ensuring your customer satisfaction tracking stays synchronized with your sales data. Ideal for teams using Pipedrive and SatisMeter together on Make.
Make$2.99Get Slack Notifications for Pipedrive Activities and Deals
This Zap automates the process of managing Pipedrive activities and deals by filtering specific criteria, updating deals, and sending notifications to Slack and Mailchimp Transactional. This integration ensures that your sales team stays informed and can act quickly on important updates, enhancing communication and efficiency in your workflow.
Zapier$4.99Automate Personalized Intro Messages for New Pipedrive Leads with ChatGPT and Google Sheets
Enhance your lead engagement by automatically generating personalized introduction messages for new Pipedrive CRM leads using ChatGPT, and store them in Google Sheets for easy review.
Make$4.99Send new deal event from Pipedrive CRM to Facebook Offline Conversions
A ready-to-use Make workflow that connects Pipedrive, Facebook-offline-conversions. Send new deal event from Pipedrive CRM to Facebook Offline Conversions. Customize and deploy in minutes.
Make$2.99Automatically Log New Pipedrive Deals into Google Sheets
Efficiently track your sales by automatically adding new deals from Pipedrive to Google Sheets. This workflow ensures that every new deal is promptly recorded in a spreadsheet, allowing for seamless data management and analysis.
Make$2.99List deals from Pipedrive and add them to Google Sheets
A ready-to-use Make workflow that connects Pipedrive, Google-sheets. List deals from Pipedrive and add them to Google Sheets. Customize and deploy in minutes.
Make$2.99Enrich New Accounts in Pipedrive Using Datagma API
This workflow enriches new accounts in Pipedrive using Datagma API by adding data about ICP (ideal customer profile). Instead of Pipedrive, you can use any other CRM. In this example, ideal buyers are heads of sales/business development. ## Prerequisites - Pipedrive account and [Pipedrive credentials](https://docs.n8n.io/integrations/builtin/credentials/pipedrive/) ## How it works 1. Pipedrive trigger node starts the workflow when a new company is created. 2. HTTP Request node queries data from Datagma. 3. Pipedrive node updates Pipedrive contact with new data from Datagma. 4. The Item Lists node simplifies returned data from Datagma that contain lists (arrays), enabling you to easily modify the structure for further processing without the need to use Function nodes and write custom JavaScript. 5. IF node identifies if the lead corresponds to ICP. 6. HTTP Request node searches for emails in Datagma. 7. Set node prepares data for further merging. 8. Merge node combines data from multiple streams. 9. Pipedrive node adds a new person in Pipedrive.
n8n$9.99Automatically Add New Pipedrive Contacts as SmartReach.io Prospects
This workflow monitors new contacts in Pipedrive CRM and automatically creates corresponding prospects in SmartReach.io, streamlining your lead management process.
Make$2.99
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