Pipedrive Automation

How to connect Pipedrive to Loom

Stop dealing with lost context from video calls. This guide shows you how to automatically Get Transcript in Loom whenever New Deal happens inside Pipedrive.

Pipedrive
Pipedrive
Trigger
→
Loom
Loom
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you seamless video context preservation. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Pipedrive as the first module.

  2. 2

    Configure the trigger

    Select New Deal inside Pipedrive. Authorize your account and set any filters you need.

  3. 3

    Add the Loom action

    Choose "Get Transcript" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.