Make
marketing

Make Marketing Pack — 3 Workflows

Automate customer and lead data from Wix to Pipedrive and Square

What This Pack Does

This pack bundles three Make automation workflows that connect Wix with Pipedrive CRM and Square. The first workflow automatically creates a new contact in Pipedrive whenever a new order is placed on your Wix site, ensuring sales leads from purchases are captured. The second workflow creates a new person in Pipedrive whenever a visitor submits a form on your Wix site, streamlining lead management from form submissions. The third workflow automatically adds new Wix contacts as customers in Square, syncing your customer data across platforms. Together, these workflows automate the transfer of customer and lead data from Wix into Pipedrive and Square, reducing manual data entry and helping you maintain a unified view of your sales and customer management processes. Each workflow is customizable and importable into Make, allowing you to adapt them to your specific business needs.

Who It's For

This pack is for small business owners, marketing managers, and sales teams who use Wix for their website and Pipedrive CRM or Square for customer management. It's ideal for anyone looking to automate the flow of customer and lead data from Wix into their CRM or payment platform without manual effort.

Highlights

  • Syncs Wix orders to Pipedrive contacts
  • Creates Pipedrive leads from Wix form submissions
  • Adds Wix contacts as Square customers
  • Automates data entry across three platforms
  • Customizable and importable into Make

Included Workflows(3)

Example Use Case

Imagine a boutique clothing store using Wix for its online shop and Pipedrive to track sales leads. When a customer places an order on the Wix site, the first workflow automatically creates a contact in Pipedrive, logging the sale. Meanwhile, a visitor fills out a contact form on the Wix site asking about custom orders; the second workflow creates a new person in Pipedrive, capturing that lead. Later, the store adds a new customer contact in Wix for a repeat buyer, and the third workflow syncs that contact as a Square customer, ready for future transactions. This seamless data flow saves the team from manual entry and ensures no lead or customer is overlooked.

Primary Integrations

Wix
Pipedrive
Util
Square

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