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Click the links below to add the following automated workflows to your own Zapier account. The lessons in module 5 will help you to understand how Zapier works and how to customise these workflows.

Adding Deals to Pipedrive:

• Contact Form (email parser) » Create Org, Person & Deal: Use this Zap to link a contact form on your website to Pipedrive and create a new organisation, person and deal.
• Calendly Booking » Update Pipedrive Deal & Create Activity: When a booking is made in Calendly, this Zap will update the corresponding deal stage and create a new activity in Pipedrive.

Deals Won/Lost:

• Pipedrive Deal Lost » Add Lead to Mailchimp: Use this Zap to add lost deals to Mailchimp (you can change the action step to Active Campaign or any other email service you use). The Zap also includes a format step to map the deal type to a particular Mailchimp group.
• Pipedrive Deal Won » Create Asana Task w/ Subtasks: Use this Zap to create new tasks and subtasks in Asana when a Pipedrive deal is Won. You could customise the Zap to work with other project management tools like Trello or Monday.
• Pipedrive Deal Won » Duplicate Asana Project Template: This Zap allows you to duplicate an Asana project (e.g. a template) when a Pipedrive deal is Won.
• Pipedrive Deal Won » Create Folder in Dropbox and Send Email via Gmail: When a deal is won, this Zap will create a new client folder in Dropbox and sends an email to the new client after a delay.

Email & Activity Reminders:

• Email Sent in Pipedrive » Log an Activity in Pipedrive: When the 'email message count' changes in Pipedrive, this Zap creates an activity to record the email being sent as an activity. You’ll still need to create the webhook in your account and update the Zap. You can watch how I made this during a group call.
• Last Activity Date > 1 Week Ago » Create an Activity to Follow Up: If the last activity date on a deal is more than a week ago, this Zap creates an activity to follow up on a deal. You can watch how I made this during a group call.

Miscellaneous

• Deal Stage Changed » Send SMS via Toky: Send an SMS to the lead when a deal stage changes in Pipedrive.
• Deal Update or Won » Post Update to Slack Channel: This Zap can be customised to post updates to a Slack channel or via a private message to a specific user.
• Deal Stage Updated » Create Invoice in Xero: Use this Zap to create a draft invoice in Xero that is populated with the products attached to a deal in Pipedrive.

More coming soon… If you have any ideas of things to automate in Pipedrive, please let me know and I will add to this library…