An automated workflow using integromat
Connects Cliengo + Pipedrive
Create Pipedrive persons for new Cliengo contacts
About this workflow template
This automation scenario allows you to connect Cliengo and Pipedrive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Cliengo and Pipedrive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Cliengo
Watch New Contacts in Cliengo
Triggers when a new contact has been added.
Then this action happens in Pipedrive
Create a Person in Pipedrive
Creates a person.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive persons for new Cliengo contacts.
Part I
Configure Applications
First, we need to connect Cliengo and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Cliengo to Make.com.
Give Make.com access to your Cliengo account, using Cliengo credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Cliengo
Choose the following trigger: Watch New Contacts (Triggers when a new contact has been added.).
Then set up an Action for Pipedrive
Choose this action: Create a Person (Creates a person.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cliengo and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Pipedrive persons for new Cliengo contacts!
Related Automation Templates
Supported triggers and actions
New deal
Triggers when a new deal is created.
triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapieralbatoUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
Triggers when an existing deal is updated.
triggerbyzapierautomateiopabbly-connectpipedream
Crear cliente / create customer
Crear un nuevo contacto / Creates a new customer.
actionbyzapierCreate a contact
Creates a new contact.
actionbyintegromatUpdate a contact
Updates a specified contact.
actionbyintegromatActualizar cliente / update customer
Actualizar un contacto existente / Update an existing customer
actionbyzapierBuscar contacto / search customer
Busca un contacto / Search a customer
actionbyzapierDelete a contact
Deletes a specified contact.
actionbyintegromat
Apps you need
Pipedrive alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
