Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive
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.
At a glance
Create a new client and connect contacts to it in Harvest with data of a new deal in Pipedrive is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Pipedrive. It's free to download. Follow the 5-step import below to go live in minutes.
- Platform
- Make.com
- Connects
- Pipedrive
- Modules
- 4
- Price
- Free
- Version
- v1.0
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
Purchase to unlock the full step-by-step guide
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
Need help setting this up?
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- Configure live on Google Meet / Zoom
- Free follow-up if workflow has defects
- Platform expert assigned to you