Flowbridge Digital

Portfolio

Make.com Pipedrive Contact Notes to Deal Timeline

A scheduled Make.com workflow that watches Pipedrive notes, finds matching people and deals, syncs notes into deal timelines, and alerts Slack.

Key Outcomes

  • Pipedrive notes are watched on a schedule
  • Related people and deals are matched before timeline updates are created
  • Deal timeline notes and Slack notifications are generated through Make.com

Full Case Study

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