An automated workflow using integromat
Connects Moosend + Pipedrive
Update a deal in Pipedrive CRM according to data from Moosend webhook
About this workflow template
This automation scenario allows you to connect Moosend 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
Moosend and Pipedrive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Moosend
Watch Events in Moosend
Triggers when your automation sends data to the webhook url.
Then these actions happen in Pipedrive
Make an API Call in Pipedrive
Performs an arbitrary authorized API call.
Get a Person in Pipedrive
Returns details of a person.
Update a Deal in Pipedrive
Updates a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Update a deal in Pipedrive CRM according to data from Moosend webhook.
Part I
Configure Applications
First, we need to connect Moosend and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Moosend to Make.com.
Give Make.com access to your Moosend account, using Moosend 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 Moosend
Choose the following trigger: Watch Events (Triggers when your automation sends data to the webhook url.).
Then set up an Action for Pipedrive
Choose this action: Make an API Call (Performs an arbitrary authorized API call.).
Then set up another Action for Pipedrive
Choose this action: Get a Person (Returns details of a person.).
Then set up another Action for Pipedrive
Choose this action: Update a Deal (Updates a deal.).
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 Moosend 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 Update a deal in Pipedrive CRM according to data from Moosend webhook!
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 matches a Pipedrive filter.
triggerbyzapierUpdated 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
Create subscriber
Creates a new subscriber in a specific mailing list.
actionbyzapierintegratelyAdd subscriber
Add subscriber
actionbypipedreamCreate a subscriber
Creates a new subscriber in a specific mailing list.
actionbyintegromatalbatoUpdate subscriber
Update subscriber
actionbyintegratelyUnsubscribe member
Unsubscribes a member from all or target mailing lists.
actionbyzapierintegratelySearch subscriber
Search subscriber
actionbyintegrately
Apps you need
Moosend is a cost-effective email marketing & automation platform with world-class features and an easy-to-use interface. Create and manage your email campaigns, newsletters, landing pages, and more with ease, as well as receive real-time performance monitoring and meaningful campaign reports. Upgrade your marketing campaigns with Moosend's intelligent email automation and personalization tags.
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.
