Automating Sales Workflows with Pipedrive and Make: A Strategic Guide
Sales is no longer just about persuasion it's about process. In a data-driven economy, the most successful teams are not just better sellers; they are better operators. They move faster, follow up more reliably, and close deals with surgical precision. Behind that speed is automation and two tools in particular have become essential: Pipedrive and Make.
Pipedrive
Intuitive CRM with powerful pipeline automation that streamlines every stage of the sales process. Designed for lean teams that prioritize speed over complexity.
- ✓ Visual pipelines & workflow triggers
- ✓ Fast setup, easy adoption
- ✓ Great for SMB deal flow
Make
Powerful no-code automation platform for building visual workflows across all your business tools. Ideal for teams that want full control without writing code.
- ✓ Visual scenario builder
- ✓ 1000+ integrations available
- ✓ Advanced filtering, logic, and webhooks
This guide explores how companies of all sizes can combine Pipedrive, one of the most intuitive CRMs on the market, with Make, a powerful no-code automation platform, to create fully automated sales pipelines that scale.
What Is Pipedrive?
Pipedrive is a sales-focused CRM built with usability and visibility at its core. Unlike generic CRM platforms that require endless customization to be usable, Pipedrive is built for sales teams from the ground up. It provides a clear, visual pipeline view that makes it easy to see where every deal stands and what needs to happen next.
Key capabilities include:
- Customizable pipeline stages
- Built-in workflow automation for tasks, emails, and field updates
- Contact and organization management
- Email integration and tracking
- Deal and activity insights
- Goal and performance tracking
Pipedrive
Intuitive CRM with powerful pipeline automation that streamlines every stage of the sales process. Designed for lean teams that prioritize speed over complexity.
- ✓ Visual pipelines & workflow triggers
- ✓ Fast setup, easy adoption
- ✓ Great for SMB deal flow
For small to mid-sized sales teams, Pipedrive offers exactly the right level of control and insight without the complexity of heavyweight CRM systems.
But like most CRMs, it works best when integrated into a broader ecosystem. That’s where Make comes in.
What Is Make?
Make (formerly known as Integromat) is a no-code automation platform that allows you to visually build workflows between different software applications. It supports thousands of apps, from Google Workspace to Slack, Shopify, Stripe, Calendly, and of course, Pipedrive.
With Make, you can build automated sequences triggered by events in one system that then cause actions in another. Unlike basic automation tools with limited logic, Make gives you full control with filters, branches, iterations, and data mapping.
Make
Powerful no-code automation platform for building visual workflows across all your business tools. Ideal for teams that want full control without writing code.
- ✓ Visual scenario builder
- ✓ 1000+ integrations available
- ✓ Advanced filtering, logic, and webhooks
Think of it as the operating system for your business processes connecting your tools in ways that create actual impact.
Why Pipedrive and Make Are the Perfect Match
While Pipedrive handles deal tracking and customer relationships, Make extends its capabilities far beyond CRM functionality. Together, they enable complete end-to-end automation across the sales funnel from lead generation to conversion to post-sale handoff.
Let’s walk through how this integration plays out in practice.
Use Cases That Drive Real Business Value
1. Capture Leads Automatically
Most sales teams receive leads from multiple sources: web forms, chatbots, ad campaigns, events, or partner referrals. Manually entering each lead into the CRM is error-prone and time-consuming.
With Make, you can automatically capture leads from Typeform, Webflow, or Facebook Lead Ads and create a new deal or contact in Pipedrive. This ensures that no leads slip through the cracks and that your sales reps always have the latest data at their fingertips.
2. Notify Reps in Real Time
Speed is critical in sales. The faster a lead gets a response, the higher the chance of conversion. Make enables real-time notifications in Slack, Microsoft Teams, or email when new deals are added, moved to a specific stage, or marked as lost or won.
This keeps your team aligned and responsive, especially in competitive industries where timing matters.
3. Automate Deal Progression Tasks
When a deal moves to a new stage in the pipeline, that often triggers a series of manual tasks such as creating follow-up activities, sending a proposal, updating a quote, or requesting input from a technical team.
With Make, you can automate all of that. For example, when a deal moves to "Proposal Sent", Make can:
- Create a task for the account manager to follow up in 3 days
- Send a templated email to the client with a PDF quote
- Notify finance to prepare billing info
This reduces time-to-close and ensures nothing is forgotten.
4. Keep Data Consistent Across Platforms
Many sales teams also use other platforms like Mailchimp, HubSpot, Trello, or Airtable. Keeping data synchronized between these systems and your CRM is often a huge challenge.
Make lets you set up two-way syncs between Pipedrive and your other tools. For example:
- Update contact info in both Pipedrive and Mailchimp when a customer unsubscribes
- Push new deals into Airtable for reporting dashboards
- Sync closed deals with your invoicing system to trigger billing
This creates a unified data model and avoids versioning issues that can slow teams down or lead to missed opportunities.
5. Post-Sale Automations
Sales doesn't end when a deal is closed. With Make, you can trigger downstream workflows after a deal is won such as:
- Create onboarding tasks in Asana or ClickUp
- Generate contracts using tools like DocuSign or PandaDoc
- Create customer folders in Google Drive or Dropbox
- Trigger NPS surveys after a set number of days
This ensures that handoffs to customer success or operations are smooth and timely, which helps retain clients longer and improve satisfaction.
Strategic Benefits of Automation
Operational Efficiency
By automating repetitive tasks, you reduce human error, increase team efficiency, and lower the cost per acquisition. This is especially valuable for small teams looking to punch above their weight.
Improved Sales Velocity
Automation removes delays between pipeline stages and reduces friction in follow-up. This directly impacts your sales cycle length and win rates.
Better Use of Human Capital
Free your sales team from administrative overhead and let them focus on what they do best building relationships, qualifying leads, and closing deals.
Data-Driven Decision Making
With consistent and reliable data flowing into Pipedrive, your reports and forecasts become more accurate. This enables smarter planning, more predictable revenue, and clearer accountability.
How to Get Started
- Audit your sales process
Identify where time is lost, where human error is common, and which steps are purely mechanical. - Start with one automation
Begin with a single use case, such as capturing leads from a form. Build it, test it, and scale gradually. - Use Make’s visual builder
Set up triggers from Pipedrive or another app, define actions, and use filters to control flow logic. - Document your logic
Every automation is part of your operating model. Make sure it’s documented, versioned, and monitored. - Refine and optimize
Monitor performance over time and look for opportunities to add layers such as AI enrichment, scoring, or advanced routing.
Final Thoughts
Pipedrive and Make offer a powerful combination for any company ready to move from reactive sales to proactive growth. Automation isn’t about removing people it’s about empowering them to do more with less.
Whether you’re a startup looking to scale quickly or an established business seeking efficiency gains, integrating these two platforms should be a top priority.
Build systems that scale. Automate what doesn’t require a human. Focus your time where it truly matters on conversations, not clicks.
Need expert help implementing these automations?
Scalevise helps companies architect scalable sales systems using Pipedrive, Make, and a stack of best-in-class tools. From strategy to execution, we design workflows that don’t just save time they drive growth.