Create a new presentation with data from a new deal in Pipedrive CRM

First, we need to connect Pipedrive and Google Slides to Make.com.

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  Create Make.com account.

  Create Make.com account if you don't have one.

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  Connect Pipedrive to Make.com.

  Give Make.com access to your Pipedrive account, using Pipedrive credentials.

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  Connect Google Slides to Make.com.

  Give Make.com access to your Google Slides account, using Google Slides credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

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  Set up a Trigger action for Pipedrive

  Choose the following trigger: Watch Deals (Triggers when a new deal is added or updated.).

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  Then set up an Action for Google Slides

  Choose this action: Create a Presentation From a Template (Creates a new presentation by replacing all tags like e.g. {{!notfound:Name}}, {{!notfound:Email}} in a template with provided data.).

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  Then set up another Action for Google Slides

  Choose this action: Upload an Image To a Presentation (Uploads an image with URL to a presentation.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Pipedrive and Google Slides.

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  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 a new presentation with data from a new deal in Pipedrive CRM!