Create ServiceM8 clients from Pipedrive CRM persons
Create ServiceM8 clients from Pipedrive CRM persons
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Every time a new Pipedrive CRM person is added, Make will automatically create a new ServiceM8 client.
Create an invoice in Fakturoid from data in a Google spreadsheet
Automatic creation of a new invoice in Fakturoid from data entered in a Google spreadsheet.
TRY IT ->Send an SMS via GoSMS regarding a paid or an overdue invoice in Fakturoid
As soon as a new overdue invoice appears in Fakturoid, an SMS message is automatically sent via GoSMS to the customer with a payment reminder. As soon as a paid invoice appears in Fakturoid, an SMS message is automatically sent via GoSMS to the Fakturoid account holder.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Add new survey responses to Vtiger as objects
Streamline your data collection process by automatically transferring new survey responses from Survey Anyplace to your Vtiger CRM. This template ensures that every time a participant submits a response, their information is seamlessly added as a new object in Vtiger, allowing you to manage and analyze your survey data effectively. Enhance your customer relationship management and make informed decisions based on real-time feedback.
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.
TRY IT ->Filter rows in Google Sheets and create invoices in Xero for specific contacts
Automatically filter rows in Google Sheets and generate Xero invoices for specific contacts, streamlining your invoicing process with precise data management.
TRY IT ->Capture Facebook leads and add them to Google Sheets and Salesforce
Capture new leads from Facebook Lead Ads and automatically add them to Google Sheets and Salesforce for streamlined data management and follow-up.
TRY IT ->Update HubSpot contacts using data from a custom webhook
Automatically update HubSpot contacts with data from a custom webhook. Streamline your CRM management by integrating HubSpot with real-time webhook data.
TRY IT ->Add new Google Sheets rows for every HubSpot CRM form submission
Automatically add new rows to Google Sheets for every HubSpot CRM form submission, streamlining data management and enhancing your workflow efficiency.
TRY IT ->
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 new client.
Creates a deal.
Creates a new deal field.
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