An automated workflow using integromat
Connects Pipedrive + Process Street
Create new workflow runs in Process Street from new deals in Pipedrive
About this workflow template
This automation scenario allows you to connect Pipedrive and Process Street
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
Pipedrive and Process Street can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Deals in Pipedrive
Triggers when a new deal is added or updated.
Then this action happens in Process Street
Create a Workflow Run in Process Street
Creates a new workflow run.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new workflow runs in Process Street from new deals in Pipedrive.
Part I
Configure Applications
First, we need to connect Pipedrive and Process Street to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Connect Process Street to Make.com.
Give Make.com access to your Process Street account, using Process Street 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 Pipedrive
Choose the following trigger: Watch Deals (Triggers when a new deal is added or updated.).
Then set up an Action for Process Street
Choose this action: Create a Workflow Run (Creates a new workflow run.).
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 Pipedrive and Process Street.
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 new workflow runs in Process Street from new deals in Pipedrive!
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
Run workflow
Runs a workflow.
actionbyzapierintegratelyUpdate workflow run
Update an existing workflow run.
actionbyzapierCreate data set record
Adds a new record to a data set.
actionbyzapierCreate a workflow run
Creates a new workflow run.
actionbyintegromatpabbly-connectFind workflow run
Search for a workflow run by ID, name, form fields, and other attributes.
actionbyzapierpabbly-connectRun workflow if it doesn't exist yet
Creates a workflow run if none were found by the search.
actionbyzapier
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.
