Automatically Add New Poptin Leads to Pipedrive as Contacts
Seamlessly integrate Poptin with Pipedrive to ensure every new lead is automatically checked and added as a contact if they don't already exist.
This workflow automates the process of managing leads between Poptin and Pipedrive. When a new lead is captured in Poptin, it triggers a search in Pipedrive to check if the contact already exists. If the contact is not found, it automatically creates a new contact in Pipedrive with the lead's details, ensuring your CRM is always up-to-date without manual intervention.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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