Pipedrive Automation Workflows
352 ready-made Pipedrive workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Sales pipeline automations: deals, activities, and contact syncs.
Automate Client Creation in ServiceM8 from New Pipedrive Contacts
Automatically create new clients in ServiceM8 whenever a new person is added in Pipedrive CRM, streamlining your client management process.
MakeFreeAutomate Workflow Runs in Process Street from New Pipedrive Deals
This workflow automates the creation of new workflow runs in Process Street whenever a new deal is added in Pipedrive. It streamlines task management by ensuring that every new deal triggers a corresponding checklist in Process Street.
Make$2.99Automate Client and Contact Creation in Harvest from Pipedrive Deals
Automatically create a new client in Harvest and link contacts to it when a deal is updated in Pipedrive, streamlining your client management process.
Make$4.99Manually Create a Deal in Pipedrive via n8n
This n8n workflow uses a manual trigger so you can create a new deal in Pipedrive at the click of a button. When triggered, it sets up a deal with details you provide and adds it directly to your Pipedrive account. Ideal for sales teams who need a quick way to log deals without leaving n8n.
n8n$2.99Automate Client Creation in Harvest from Pipedrive Deals
Automatically create a new client in Harvest when a deal in Pipedrive meets specified criteria, streamlining your client management process.
MakeFreeAutomate Daily Sync of Stripe Payments to Pipedrive Notes
This workflow automates the daily synchronization of payment and customer data from Stripe to Pipedrive, creating detailed notes for each organization.
n8n$9.99Automate Pipedrive Deal Updates from Moosend Webhooks
Automatically update deals in Pipedrive CRM based on events triggered by Moosend webhooks, ensuring your CRM data stays current with your email marketing activities.
Make$4.99Sync New Pipedrive Contacts to Fresh Proposals as Clients
Automatically add new contacts from Pipedrive CRM to Fresh Proposals as clients, ensuring your proposal process is always up-to-date.
MakeFreeEnrich New Leads in Pipedrive and Send an Alert to Slack for High-Quality Ones
## Use Case This workflow is beneficial when you're automatically adding new leads to your Pipedrive CRM. Usually, you'd have to manually review each lead to determine if they're a good fit. This process is time-consuming and increases the chances of missing important leads. This workflow ensures every new lead is promptly evaluated upon addition. ## What this workflow does The workflow runs every 5 minutes. On every run, it checks your new Pipedrive leads and enriches them with Clearbit. It then marks items as enriched and checks if the company of the new lead matches certain criteria (in this case, if they are B2B and have more than 100 employees) and sends a Slack alert to a channel for every match. ## Pre Conditions You must have Pipedrive, Clearbit, and Slack accounts. You also need to set up the custom fields `Domain` and `Enriched at` in Pipedrive. ## Setup 1. Go to Company Settings -> Data fields -> Organization and add `Domain` as a custom field. 2. Go to Company Settings -> Data fields -> Leads and add `Enriched at` as a custom date field. 3. Add your `Pipedrive`, `Clearbit`, and `Slack` credentials. 4. Fill the `setup` node below. To get the ID of your custom domain fields, simply run the `Show only custom organization fields` and `Show only custom lead fields` nodes below and copy the keys of your `domain`, and `enriched at` fields. ## How to adjust this workflow to your needs - Modify the criteria to suit your definition of an interesting lead. - If you only want to focus on interesting leads in Pipedrive, add a node that archives all others. This workflow was built using n8n version 1.29.1
n8n$14.99Sync New Pipedrive Contacts to ActiveCampaign
Automatically create or update contacts in ActiveCampaign whenever new contacts are added or updated in Pipedrive.
MakeFreeAutomatically Enrich Pipedrive Organizations with BizMachine Data
This workflow enriches newly added organizations in Pipedrive with detailed business data from BizMachine, enhancing your CRM data quality.
Make$3.99List and update deals in Pipedrive automatically
Automatically manage your sales pipeline by listing and updating deals in Pipedrive. Streamline your workflow with this automated Pipedrive integration.
Make$2.99Automate OAuth 2.0 Token Refresh for Pipedrive Using Supabase
This workflow automates the OAuth 2.0 token refresh process for Pipedrive, leveraging Supabase for token storage and management. It ensures seamless API access by automatically refreshing tokens, enhancing control and reliability.
n8n$14.99Automatically Add New Circle Members to Pipedrive as Contacts
This workflow monitors new members in Circle and automatically creates corresponding contacts in Pipedrive, streamlining your CRM management.
MakeFreeMonitor All Changes in Pipedrive Automatically
Automatically receive updates for any changes in your Pipedrive account, ensuring you stay informed about all modifications.
n8nFreeAutomatically Add Pipedrive Deal Contacts to Mailchimp List
This workflow automatically adds contacts from new or existing deals in Pipedrive to a specified list in Mailchimp, ensuring your email marketing list is always up-to-date.
Make$3.99Create Wishpond leads for new Pipedrive CRM leads
Make monitors your Pipedrive CRM at set intervals for new leads, then automatically creates corresponding leads in Wishpond. This keeps lead data synchronized across both platforms without manual entry, saving time for sales and marketing teams using lead generation and CRM tools.
Make$2.99Create Pipedrive persons from Zoho Invoice contacts
Every time a new contact is created on Zoho Invoice, Make will automatically look that person up on Clearbit and create a Pipedrive CRM account.
Make$3.99Automatically Add New Pipedrive Lead for Each GitHub Fork
This workflow seamlessly integrates GitHub and Pipedrive to automatically create a new lead whenever your GitHub repository is forked, ensuring you capture potential opportunities promptly.
n8n$4.99Automatically Dispatch QuestionPro Surveys for New Pipedrive Contacts
This workflow sends a QuestionPro survey to new contacts added in Pipedrive CRM, streamlining your feedback collection process.
MakeFreeAutomate HubSpot and Pipedrive Sync with Cron Scheduling
This workflow automates the synchronization of contacts between HubSpot and Pipedrive on a scheduled basis.
n8n$15.99Create ServiceM8 clients from Pipedrive CRM persons
Every time a new Pipedrive CRM person is added, Make will automatically create a new ServiceM8 client.
MakeFreeSend Slack messages for new Pipedrive deals
Stay on top of your sales pipeline by receiving instant notifications! This template ensures that every time a new deal is created in Pipedrive, a message is automatically sent to your designated Slack channel. Streamline your communication and keep your team informed about new opportunities, enhancing collaboration and responsiveness in your sales process.
Make$2.99Create SMSC contacts from new Pipedrive CRM contacts
A ready-to-use Make workflow that connects Pipedrive, Smsc. Create SMSC contacts from new Pipedrive CRM contacts. Customize and deploy in minutes.
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