Create Pipedrive CRM persons from Cognito Forms entries

Send SignRequests when Pipedrive CRM deals are updated

Make will watch at regular intervals when your Pipedrive CRM deals are updated (reach the specified stage) and send SignRequests to them.

Create new workflow runs in Process Street from new deals in Pipedrive

This template periodically checks for new deals in Pipedrive CRM and uses the retrieved information to create a workflow run in Process Street. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.

Add new Google Forms responses to Pipedrive as people

Every time a new response is entered on your Google Form, Make will automatically create or update a person in Pipedrive.

Sync Pipedrive Persons into Smaily Subscribers

When a new person event happens in Pipedrive CRM, a new subscriber is created or just updated in Smaily.

Add a new Pipedrive persons to SendMe as a new contacts

Every time a new person is created in Pipedrive, Make will automatically add that person to SendMe as a new contact.

Create contacts in ActiveCampaign from new deals in Pipedrive

Every time new deals are added in Pipedrive, Make retrieves them and creates contacts in ActiveCampaign automatically.

Performance Management - Reminder and Individual Performance Generation 2/3

In the second scenario, reminders are sent for those team members whose reviews have not been completed yet. For those reviews that have been completed, a report with a visual chart are created and sent to the manager on Slack. This template works with this Google Doc template: https://docs.google.com/document/d/1wf0N0KfWqnsDgI96MYfpxBZpC--cVh9NVYdaju-N3as/edit?usp=sharing and this QuickChart: https://quickchart.io/chart/render/zm-6ac62add-a5e2-49aa-93ee-f3138962e196

Create YouTestMe users for new contacts in HubSpot CRM

Every time a new contact is created in your HubSpot CRM, Make will automatically create a user in YouTestMe.