When a Pipedrive Field is updated create a Google Drive Folder

How To
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1

Hi,
We have a Pipedrive field called Contact Type with Applicant and Sponsor options, and we have two folders in Google Drive with those two as well. We want to create an automation when the deal contact type field is updated to Sponsor. for example, create a folder inside the Sponsor Gdrive folder with the name of the contact person.

Does someone have an idea how to make this happen? Thank you so much.

2

Hello @aamag nice to meet you.

Regarding Pipedrive automation. Depends on what paid plan you have on Pipedrive, you can create an automation inside Pipedrive where when your Contact Type field is updated to trigger a webhook in Make.com.

Inside Make.com after the webhook you will have two routes where you use filters for Contact Type.
First route - If the Contact type is Applicant, create folder.
Second route - If the Contact type is Sponsor, create folder.

Don’t hesitate to contact us if you require further assistance.
//VLAD

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3

Hi. Thanks for responding. We are in Professional Plan in Pipedrive and Core in make.com. Ah so, the automation to trigger the contact type field should be set up inside Pipedrive.

When we set up the integration in make what’s the first app to pull? Google drive? Thanks

4

Hello again @aamag ,

First app to pull is the webhook:
image
Inside webhook, you have an address which you have to add it to Pipedrive automation to trigger the scenario in Make.com.

//VLAD

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5

Would you be able to send me instruction how to put the make webhook in Pipedrive and how to set it up in Make? I’m new to this. Would appreciate it. Thank you

6

Hello again @aamag .

  • First step, you have to use a custom webhook in Make.com and copy the address that will be the endpoint URL.

  • Second step you have to set a webhook in Pipedrive following this documentation Webhooks - Knowledge Base | Pipedrive

After this you have to create an automation inside Pipedrive where when your Contact Type field is updated the information will be sent to your webhook address.

//VLAD

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7

Hi Vlad,

I think I’m done with step one and two. Just the snag I got is the creation of automation in Pipedrive and how to sent to webhook address. Can’t seem to find the option to do that. Is it possible if you can show me how it looks like? Thank you

8

Hello @aamag sorry for the late answer. I just came back after holidays.

You can see how to use the webhook and create automations using this links:

Automatios - Automations - Knowledge Base | Pipedrive
Webhooks - Webhooks - Knowledge Base | Pipedrive

Don’t hesitate to contact us if you require further assistance.
//VLAD

9

Unless I’ve misunderstood, you don’t need to manually create the Webhook in Pipedrive and then use a Custom Webhook in Make.

Instead, you can use the relevant trigger module in the Pipedrive app, such as New Person Event.

When you configure this module it will automatically create the Webhook in Pipedrive for you.

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