Send WooCommerce order to a Pipedrive deal
Hi everyone!
I would like to send an order from WooCommerce to Pipedrive in a new deal. Which automation app do you use to do this?
Thank you!
Best Answers
-
Make (https://www.make.com) is a highly visual workflow automation platform with pre-built connectors for over 1,400 apps, including Pipedrive and WooCommerce.
You can easily build workflows using if-then-else branching and iteration. For example, for your example scenario your workflow might be:
- Watch for new WooCommerce Orders
- Check Pipedrive for a corresponding Account record - if it doesn't exist, create it
- For each line item in the WooCommerce order, extract it and put it into an array in the format that Pipedrive is expecting for the Products attached to a Deal
- Create the Pipedrive Deal record, including the Products array
- Send a Slack message to a channel to alert staff to the new order
1 -
You could use either of Make/Integromat or Zapier.
1
Answers
-
Thank you David & Amit!
0 -
I can also highly recommend service LeadBox
It can solve different tasks in transfer data from WooCommerce to Pipedrive. It is possible to make even custom upgrades according to your needs.
I will be glad to help you with the settings. Do not hesitate to write me here or in telegram: @leadboxbot
0