This automation scenario allows you to connect Lemlist and Pipedrive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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
Lemlist and Pipedrive can also be integrated using automation tools other than integromat:
When this trigger fires in Lemlist
Triggers when a new event regarding an email occurs.
Then these actions happen in Pipedrive
Creates a person.
Creates a deal.
This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive CRM deals for new Lemlist email events.
Part I
First, we need to connect Lemlist and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Lemlist to Make.com.
Give Make.com access to your Lemlist account, using Lemlist credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Lemlist
Choose the following trigger: Watch Emails (Triggers when a new event regarding an email occurs.).
Then set up an Action for Pipedrive
Choose this action: Create a Person (Creates a person.).
Then set up another Action for Pipedrive
Choose this action: Create a Deal (Creates a deal.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Lemlist 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 CRM deals for new Lemlist email events!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
Add a Lead to a campaign.
Deletes a lead in the unsubscribed list.
Add email in unsubscribes
Add lead to a campaign
Delete lead from campaign
Get lead
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.