AutomationMart
Home/Browse/Update Pipedrive deals automatically when a new deal event occurs
Make.com

Update Pipedrive deals automatically when a new deal event occurs

Make.comMake.com2 modulesv1.0
Pipedrive

Streamline your sales process by automatically updating deal information in Pipedrive. With this template, every time a new deal is created in Pipedrive, Make will ensure that the deal details are promptly updated, keeping your sales pipeline organized and up-to-date. This automation helps you maintain accurate records and enhances your team's efficiency in managing deals.

At a glance

Update Pipedrive deals automatically when a new deal event occurs is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Pipedrive. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
Pipedrive
Modules
2
Price
Free
Version
v1.0

About this workflow

Streamline your sales process by automatically updating deal information in Pipedrive. With this template, every time a new deal is created in Pipedrive, Make will ensure that the deal details are promptly updated, keeping your sales pipeline organized and up-to-date. This automation helps you maintain accurate records and enhances your team's efficiency in managing deals.

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

Related Make workflows

Update a deal in Pipedrive CRM according to data from Moosend webhook

When a webhook is received from Moosend automation, the deal from the e-mail is gotten and then updated according to event_name of the webhook.

Free

Create a new Pipedrive Contact for every new Aimfox lead

Automatically add new leads from Aimfox into Pipedrive as contacts. Whenever a new lead appears in Aimfox, this workflow will create the contact in Pipedrive, ensuring your CRM always stays up to date.

Free

Add contacts and companies to Pipedrive CRM from Google Forms responses and send Slack messages

Every time a Google Forms response is submitted, Make will automatically check for the status of the email in ZeroBounce. If the status of the email is valid, it will get the person's details with Clearbit , create a new person in PipeDrive CRM, and send a Slack message. If there is a domain for the company that the person works for, Make will get that company's data with Clearbit, create a new organization in Pipedrive CRM, and send a Slack message. This example uses the responses in [this shee

Free

Create new Mavenlink tasks from Pipedrive CRM deals

Every time there is a new deal created in Pipedrive CRM, Make will automatically create a new task in Mavenlink using information about the deal.

Free

Enrich company data with Airtop and Hubspot

Automating Company Data Enrichment and HubSpot Integration Use Case This automation enriches company data based on email domain and LinkedIn profile, calculates an ICP (Ideal Customer Profile) score, and updates the corresponding company record in HubSpot. It’s ideal for onboarding, qualification, and CRM enrichment. What This Automation Does Input Parameters - Contact email: Used to derive the company domain. - Company domain: Primary web domain of the company. - Company LinkedIn (optional): Li

Free

Send a QuestionPro survey for a new Pipedrive CRM person

Every time a new person is added to Pipedrive CRM, Make will automatically send a QuestionPro survey to the specified email address.

Free

Send Twilio SMS messages for new Instagram photos

Every time you upload a new photo to Instagram, Make will automatically send an SMS message via Twilio.

Free

Create social media posts on Facebook from Google Sheets data using Perplexity AI and ChatGPT

Automatically generate engaging Facebook posts from Google Sheets data using AI chat completions. Streamline your social media content creation with Google Sheets, Perplexity AI, ChatGPT, and Facebook Pages.

Free

Reviews

No reviews yet

Be the first to buy and share your experience.

Leave a review

Sign in to share your experience with this workflow.

Log in to review
Free
No ratings yet

Create a free account to purchase workflows.

  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

Need help setting this up?

Book a 3-hour live setup session with an Agility consultant.

₹2,499/ session
3 hrs · video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
Book installation session
Free