Automatically Sync New MakePlans Customers to Pipedrive CRM

This workflow automatically adds new customers from MakePlans to Pipedrive CRM as contacts, ensuring your CRM is always up-to-date.

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The workflow triggers when a new booking is created in MakePlans. It checks if the customer already exists in Pipedrive by searching with their email. If the customer does not exist, it creates a new contact in Pipedrive with the customer's name, email, and phone number.

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Last updated October 3, 2026
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How to import this workflow into Make

  1. 1Purchase or download the workflow to get the Make blueprint JSON file.
  2. 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
  3. 3Reconnect each module to your own app connections when prompted.
  4. 4Run the scenario once to verify it, then set your schedule and turn it on.

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