Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive
Make.com4 modulesv1.0Pipedrive
When a deal is updated in Pipedrive and meets specified criteria, a new client is made in Harvest with credentials of the linked person. Then, the persons from the deal are listed and new contacts are made and linked to the newly created client in Harvest.
About this workflow
When a deal is updated in Pipedrive and meets specified criteria, a new client is made in Harvest with credentials of the linked person. Then, the persons from the deal are listed and new contacts are made and linked to the newly created client in Harvest.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
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- JSON blueprint — instant download
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- 5 downloads · valid 30 days
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