An automated workflow using integromat
Connects Pipedrive + Constant Contact
Add people from Pipedrive to Constant Contact
About this workflow template
This automation scenario allows you to connect Pipedrive and Constant Contact
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
Pipedrive and Constant Contact 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 Constant Contact
Create a Contact in Constant Contact
Creates a new contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add people from Pipedrive to Constant Contact.
Part I
Configure Applications
First, we need to connect Pipedrive and Constant Contact 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 Constant Contact to Make.com.
Give Make.com access to your Constant Contact account, using Constant Contact 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 Constant Contact
Choose this action: Create a Contact (Creates a new contact.).
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 Constant Contact.
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 Add people from Pipedrive to Constant Contact!
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.
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 contact
Creates a contact on a specific list in your account.
actionbyzapierintegratelypabbly-connectUpdate contact
Updates a contact in your account. Empty values will be cleared on the contact. If the contact being updated is deleted, the contact will be revived.
actionbyzapierintegratelypabbly-connectCreate a contact
Creates a new contact.
actionbyintegromatFind or create contact
Find Contact by email or create a new one.
actionbyzapierApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
actionbyzapierAdd contact to list
Adds a contact to one or more lists.
actionbyzapier
Apps you need
Pipedrive alternatives
Constant Contact
An email marketing software to create branded emails, sell products, build a landing page
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.
