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Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive

Make.comMake.com4 modulesv1.0
Pipedrive

When a deal is updated in Pipedrive and meets specified criteria, a new client is made in Harvest with credentials of the linked person. Then, the persons from the deal are listed and new contacts are made and linked to the newly created client in Harvest.

At a glance

Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive 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
4
Price
Free
Version
v1.0

About this workflow

When a deal is updated in Pipedrive and meets specified criteria, a new client is made in Harvest with credentials of the linked person. Then, the persons from the deal are listed and new contacts are made and linked to the newly created client in Harvest.

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

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

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