Update Pipedrive deals automatically when a new deal event occurs
Update Pipedrive deals automatically when a new deal event occurs
Get this template
Apps used in template
About
Streamline your sales process by automatically updating deal information in Pipedrive. With this template, every time a new deal is created in Pipedrive, Make will ensure that the deal details are promptly updated, keeping your sales pipeline organized and up-to-date. This automation helps you maintain accurate records and enhances your team's efficiency in managing deals.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
FAQ
See Make in action
See how Make works
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."