Create Pipedrive CRM deals from EasyCSV

Personalize an introduction message with ChatGPT for new Pipedrive CRM leads and store them on a Google Sheet for review

Optimize your Pipedrive CRM lead engagement using ChatGPT to craft personalized introduction messages, while organizing and reviewing them on Google Sheets.

Automate B2B SaaS renewal risk management with CRM, support & usage data

Description This workflow is designed for B2B/SaaS teams who want to secure renewals before it’s too late. It runs every day, identifies all accounts whose licenses are up for renewal in J–30, enriches them with CRM, product usage and support data, computes an internal churn risk level, and then triggers the appropriate playbook: - HIGH risk → full escalation (tasks, alerts, emails) - MEDIUM risk → proactive follow-up by Customer Success - LOW risk → light renewal touch

Add new ClickFunnels contacts to Pipedrive as people

Every time a new contact is created in ClickFunnels, Make will automatically create a new person in Pipedrive.

List and update deals in Pipedrive automatically

Automatically manage your sales pipeline by listing and updating deals in Pipedrive. Streamline your workflow with this automated Pipedrive integration.

Send Slack messages for new Pipedrive deals

Stay on top of your sales pipeline by receiving instant notifications! This template ensures that every time a new deal is created in Pipedrive, a message is automatically sent to your designated Slack channel. Streamline your communication and keep your team informed about new opportunities, enhancing collaboration and responsiveness in your sales process.

Create Pipedrive CRM persons for new Nussii clients

Every time a new client is created in your Nusii, Make will automatically create an identical person in your Pipedrive CRM.

Save new Uber trips to a Google Sheets spreadsheet

Every time a new ride appears on your Uber account, Make will automatically add it to a new row in a Google Sheet spreadsheet. The template uses this [example spreadsheet](https://goo.gl/jfcboN).

Create and send WooCommerce coupons from a Microsoft 365 Excel worksheet

This template allows you to create a WooCommerce coupon and send it as a Microsoft 365 Email to a given list of customers stored in your Microsoft 365 Excel worksheet. Your Microsoft 365 Excel worksheet has to contain headers. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQYCB0SX4TsFv2uR?e=b6xPAj). If you're going to use your own worksheet, make sure email addresses are in your first column.