This workflow is triggered when a meeting is scheduled via Calendly. Then, an activity is automatically created in Pipedrive and 15 minutes after the end of the meeting, a message is sent to the interviewer in Slack, reminding them to write down their notes and insights from the meeting.
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See all Pipedrive→Create a deal in Pipedrive
Explore this workflow on its official n8n template page.
Upload leads with custom fields from Typeform to Pipedrive
This automated workflow takes a Typeform form, and once it is filled out, it is automatically uploaded as a Lead in Pipedrive. There is an option for custom fields (this workflow works with company size), and leaves notes in the note section based on questions answered. Prerequisites Typeform account and Typeform credentials and a form for people to fill out Pipedrive account and Pipedrive credentials Nodes Typeform node gets the data after the survey is completed Set node extracts data from the Typeform node and keeps only relevant data Function node maps the company size Pipedrive node populates a pipeline with a deal and adds custom fields
Automatically add customers from Pipedrive to Stripe
This workflow automatically adds closed deals from Pipedrive as new customers into Stripe. Prerequisites Pipedrive account and Pipedrive credentials Stripe account and Stripe credentials How it works Pipedrive trigger node starts the workflow when a deal gets updated in Pipedrive. IF node checks that the current won time is not equal to the previuos one in the deal and continues the workflow if it's true. Pipedrive node extracts the organization's details to pass it further. HTTP Request node searches for the same organization's details within Stripe. If a customer doesn't exist within Stripe, Merge node passes a new customer details to Stripe. Stripe node creates a new customer.