An automated workflow using integromat
Connects Pipedrive + Pipefy
Create Pipefy cards from new Pipedrive deals
About this workflow template
This automation scenario allows you to connect Pipedrive and Pipefy
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 Pipefy can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
New Deal Event in Pipedrive
Triggers when a new deal is added, updated or deleted.
Then this action happens in Pipefy
Create a Card in Pipefy
Creates a new card.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Pipefy cards from new Pipedrive deals.
Part I
Configure Applications
First, we need to connect Pipedrive and Pipefy 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 Pipefy to Make.com.
Give Make.com access to your Pipefy account, using Pipefy 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: New Deal Event (Triggers when a new deal is added, updated or deleted.).
Then set up an Action for Pipefy
Choose this action: Create a Card (Creates a new card.).
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 Pipefy.
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 Pipefy cards from new Pipedrive deals!
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 card
Create a card on a pipe.
actionbyzapierintegratelypipedreamUpdate card field
Update a card field value.
actionbyzapierintegratelypipedreamDelete card
Delete an existing Card.
actionbyzapierautomateiopabbly-connectpipedreamCreate pipe
Create pipe
actionbypipedreamCreate table record
Create table record
actionbypipedreamGet all cards
Get all cards
actionbypipedream
Apps you need
Pipedrive alternatives
Pipefy is the ultimate workflow and process management software, empowering businesses of all sizes and types to streamline and automate processes, saving time and ensuring efficient execution. With its intuitive interface and versatile features, Pipefy is the go-to choice for over 50k professionals seeking process improvement and digital transformation.
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.
