An automated workflow using integromat
Connects Salesmate + Pipedrive
Add new Salesmate companies to Pipedrive CRM
About this workflow template
This automation scenario allows you to connect Salesmate and Pipedrive
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
Salesmate and Pipedrive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Salesmate
Watch Companies in Salesmate
Triggers when a new company is created.
Then this action happens in Pipedrive
Create an Organization in Pipedrive
Creates an organization.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Salesmate companies to Pipedrive CRM.
Part I
Configure Applications
First, we need to connect Salesmate and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Salesmate to Make.com.
Give Make.com access to your Salesmate account, using Salesmate credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive 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 Salesmate
Choose the following trigger: Watch Companies (Triggers when a new company is created.).
Then set up an Action for Pipedrive
Choose this action: Create an Organization (Creates an organization.).
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 Salesmate and Pipedrive.
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 new Salesmate companies to Pipedrive CRM!
Related Automation Templates
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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 New Contact.
actionbyzapierintegratelypabbly-connectCreate deal
Creates a New Deal.
actionbyzapierintegratelypabbly-connectUpdate contact
Updates an existing Contact.
actionbyzapierintegratelypabbly-connectpipedreamCreate activity
Creates a New Activity.
actionbyzapierintegratelypabbly-connectUpdate deal
Updates an existing Deal.
actionbyzapierintegratelypabbly-connectAdd new user
Created new User, probably with input from previous step.
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.
