An automated workflow using integromat
Connects Pipedrive + Mautic
When a new contact is added in Pipedrive CRM it is added to Mautic contacts
About this workflow template
This automation scenario allows you to connect Pipedrive and Mautic
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 Mautic can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Persons in Pipedrive
Triggers when a new person is added or updated.
Then this action happens in Mautic
Create/Update a Contact in Mautic
Creates a new contact. If the contact with the same e-mail already exists, it is updated.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to When a new contact is added in Pipedrive CRM it is added to Mautic contacts.
Part I
Configure Applications
First, we need to connect Pipedrive and Mautic 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 Mautic to Make.com.
Give Make.com access to your Mautic account, using Mautic 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 Persons (Triggers when a new person is added or updated.).
Then set up an Action for Mautic
Choose this action: Create/Update a Contact (Creates a new contact. If the contact with the same e-mail already exists, it is updated.).
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 Mautic.
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 When a new contact is added in Pipedrive CRM it is added to Mautic contacts!
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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 or update contact
Creates a new contact or updates and existing contact.
actionbyzapierintegratelypabbly-connectSearch contacts
Retrieves a list of contacts by a search.
actionbyintegromatpipedreamUpdate contact
Update contact
actionbyintegratelypipedreamAdd contact to a campaign
Add contact to a campaign
actionbypipedreamClone campaign
Clone campaign
actionbypipedreamCreate contact
Create contact
actionbypipedream
Apps you need
Pipedrive alternatives
Mautic is an innovative open source marketing automation software that allows businesses to communicate with their audience through personalized messages at the right time. With its deep audience intelligence and seamless customer experience across digital channels, Mautic helps enhance lead generation, nurturing, tracking, and more.
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.
