Lead Automation with an external tool (Zapier, make.com, etc.)
Hi there,
I would like to automate incoming leads from one of our partners. They use Salesforce and currently send the leads and their details to us via email.
We then manually import them into Pipedrive and I want to get rid of this process.
I have already created an automation using Zapier. Using the feature incoming mail and Zapiers formatter I can extract all the relevant information and create a new organisation, a new contact and a new deal (we have a deal pipeline for new leads) in Pipedrive.
Unfortunately, from a privacy perspective, Zapier is a bit tricky and my management would prefer another solution. Also, my Zap uses 14 actions, which means we would have to go for the Zapier Professional plan with 10k tasks. And I think that's a bit too expensive for the automation I want to do.
I've also looked at make.com, which seems to have the same features as Zapier, but is cheaper and hosted within the EU.
I was wondering if anyone else out here had a similar challenge and how you solved it and what tool you used.
Cheers,
Daniel
Comments
-
Hi @Daniel Dubalski,
Make/Integromat is definitely one of the solutions, and so is n8n, which bills based on the number of executions of the complete run, instead of each step of the run.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
Resources: 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples
Contact: Book a Call | WhatsApp | Email | Website
PS: Did my post help answer your query? Help the community by marking it as a solution.
3 -
Thank you, Amit! I'll have a look at n8n as well :)
0 -
Just a quick update (for possible future readers): I was able to set up the same workflow in Make.com. So we will soon replace Zapier with Make - and the workflow in Make costs only a tenth of what it used to cost us in Zapier.
2 -
Hi @Daniel Dubalski ! Glad to hear you were successful with Make.
Would you be able to share anything of the scenario you built?
0 -
Hi @David_Gurr_Make ,
Sure! You can find a detailled description on how I was able to build it over here in the Make community (very helpful community by the way!).
Cheers,
Daniel
1
