List and update deals in Pipedrive automatically

Automate B2B SaaS renewal risk management with CRM, support & usage data

Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes an internal churn risk level, and then triggers the appropriate playbook: - HIGH risk → full escalation (tasks, alerts, emails) - MEDIUM risk → proactive follow-up by Customer Success - LOW risk → light renewal touch

Create Pipedrive CRM persons for new Nussii clients

Every time a new client is created in your Nusii, Make will automatically create an identical person in your Pipedrive CRM.

Create Pipedrive CRM deals from EasyCSV

Every time a new CSV import is performed via EasyCSV, Make will automatically create a new deal in Pipedrive CRM.

Create new LionDesk contacts from PipeDrive contacts

Every time a new PipeDrive contact is created, Make will automatically validate the email with ZeroBounce. If the email status is "valid", it will create a contact on LionDesk and send a Slack message. If the contact already exists it will send a Slack message.

Personalize an introduction message with ChatGPT for new Pipedrive CRM leads and store them on a Google Sheet for review

Optimize your Pipedrive CRM lead engagement using ChatGPT to craft personalized introduction messages, while organizing and reviewing them on Google Sheets.

Create a Pipedrive CRM person and a deal from a Google Ads Lead Forms submission

Please disable your ad blockers when working with our Google Ads apps. The ad blockers may cause unexpected behavior. Every time a new Google Ads Lead form is submitted, Make will automatically create a new person and a new deal in Pipedrive. The template expects your lead form to collect at least these fields: 1) Full Name 2) User Email 3) User Phone

Merge PDFs in iLovePDF and upload files to Google Drive

This template loads files from a Google Drive folder, merges them via iLovePDF and uploads the file to a Google Drive folder.

Add new Facebook Groups posts to Knack as new records

Every time a new entry is posted to your Facebook group, Make will automatically create a new record in Knack.