Sales pipeline visibility (Pipedrive → Slack → Google Sheets)
A Make.com automation scenario that triggers when a new Pipedrive lead is created, posts a Slack notification to the sales channel with deal details, and appends the lead to a Google Sheets pipeline tracker. This CRM workflow provides real-time sales pipeline visibility and maintains a spreadsheet backup for reporting and forecasting.
完整 FlowZap 代码
pipedrive { # Pipedrive
n1: rectangle label:"Pipedrive - Create Lead" system:"Pipedrive"
n2: rectangle label:"Slack - Create Message" system:"Slack"
n1.handle(right) -> n2.handle(left)
}
reporting { # Reporting
n3: rectangle label:"Google Sheets - Add Row" system:"Google Sheets"
n2.handle(bottom) -> reporting.n3.handle(top) [label="Lead logged"]
}相关模板
Spreadsheet intake to task board (Google Sheets → Trello → Slack)
Make.com 自动化示例(FlowZap Code,可下载 .fz)。
Lead capture & welcome sequence (Typeform → HubSpot → Mailchimp → Slack)
Make.com 自动化示例(FlowZap Code,可下载 .fz)。