Before you start
- A Pipedrive account.
- A Make account, which is free, or a paid Zapier plan.
- Your assistant, with a lead or two already captured.
Steps
- In Make, create a new scenario, add the Webhooks module, choose Custom webhook, create one and copy its address. Make's free plan includes webhooks; Zapier's does not.
- In your dashboard, open Integrations, find "Zapier, Make and CRMs" and paste the address in. Save it, then press "Send a test lead".
- Go back to Make and it will have learned the shape of a lead. If it is still waiting, press "Send a test lead" again.
- Add a Pipedrive module and choose "Create a person". Map name to lead.name, phone to lead.phone and email to lead.email.
- Add a second Pipedrive module, "Create a lead", and connect it to the person from the step before. Put lead.addressOrArea, lead.preferredTime and the dashboard link into the note.
- Set the lead's title. Pipedrive refuses an empty one, so if lead.serviceType is sometimes blank, use your business name and the customer's name instead.
- Switch the scenario on. A scenario that is saved but switched off receives nothing, which is the step almost everyone forgets.
- Look in your CRM for a contact named "Test lead" on +44 7700 900000, then delete it. Then leave a real enquiry on your own website and watch that arrive too.
Platform steps checked on September 16, 2026 against Make: Pipedrive CRM integration
Good to know
- Use "Create a deal" instead of "Create a lead" if your pipeline starts at deals. The mapping is the same.
- The title is the field that most often breaks this. A customer who says "can someone call me" leaves no service type, and Pipedrive rejects the record.
- The test lead is marked type "test" and a real one "lead.created". That is useful for keeping tests out of a live CRM, but if you add that filter before testing, the test button will look broken. Test first, filter afterwards.
- A lead that is refused is retried after 5, 10, 20, 40 and 80 minutes. Fix the problem within about two and a half hours and the lead still arrives on its own.
- Every retry of one lead carries the same id, so a repeat is safe to ignore.
Can't edit your website?
Every assistant has its own chat page. Link to it from your website's menu, your Google Business Profile, social media or email signature. Or use "Email this to my web person" on your Widget page to send the code to whoever runs your site.
Questions
Why does this take two steps when HubSpot takes one?
Pipedrive stores the person and the opportunity separately, so the person is created first and the lead is attached to them. It is how Pipedrive is built rather than anything about the chatbot.
Should I create a lead or a deal?
A lead, if you qualify enquiries before they enter your pipeline. A deal, if every enquiry goes straight into the pipeline. Both work the same way here.
What happens if the title is empty?
Pipedrive rejects the record and your Integrations page shows the connection as failing, with a count. Set the title to something that is always present, such as your business name and the customer's name.