An automated workflow using integromat
Connects Woodpecker.co + Pipedrive
Create deals in Pipedrive CRM from Woodpecker replied contacts
About this workflow template
This automation scenario allows you to connect Woodpecker.co 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.
Woodpecker.co and Pipedrive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Woodpecker.co
Watch Prospect Reply in Woodpecker.co
Triggers when a prospect replies or their status is manually changed to "Replied".
Then this action happens in Pipedrive
Create a Deal in Pipedrive
Creates a deal.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create deals in Pipedrive CRM from Woodpecker replied contacts.
Part I
Configure Applications
First, we need to connect Woodpecker.co and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Woodpecker.co to Make.com.
Give Make.com access to your Woodpecker.co account, using Woodpecker.co 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 Woodpecker.co
Choose the following trigger: Watch Prospect Reply (Triggers when a prospect replies or their status is manually changed to "Replied".).
Then set up an Action for Pipedrive
Choose this action: Create a Deal (Creates a deal.).
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 Woodpecker.co 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 Create deals in Pipedrive CRM from Woodpecker replied contacts!
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.
triggerbyzapieralbatoUpdated 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/update prospect
Adds a new prospect or Updates existing prospect in the list of Prospects.
actionbyzapierCreate/update prospect in campaign
Adds a new prospect or updates existing prospect's data in a campaign of choice.
actionbyzapierStop follow-ups
Stop follow-ups planned for this prospect.
actionbyzapierCreate a prospect
Creates an array of new prospects.
actionbyintegromatpabbly-connectAdd prospects to a campaign
Adds prospects to the selected campaign.
actionbyintegromatFind prospect's email
Finds prospect by email address.
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.
