You are a Pipedrive user and you want to assign the right owner to a contact in LGM with Make? Here are the steps!

Table of contents:

First of all, you have to pick the ID number from the user.

Go on your identity, select Manage users > You will see all members

Select User Overview:

Then copy the ID number directly into the URL :

Now you can retrieve this information in LGM directly in a custom attribute (You can choose any Custom Attribute, I've used the custom attribute 1 as an example)

It's time to push this information in an LGM campaign

Best moment to do it? After the synchronization, once the lead has been created, you can modify the owner.

To do so we have to create a custom sequence :

Remember: from any sequence we have a start, then enrichment, synchronization, and finally actions begin

From there we need to push a Webhook:

If you don't know, what a Webhook is you can follow this guide.

To complete your Webhook you have to create a new scenario in Make!

Create a custom Webhook that will be pushed in LGM :

As you create and save this Webhook :

Select Save Pick up the Webhook link and copy it in LGM :

It's time to test your webhook > You'll see a notification "Webhook test is successful"

Don't forget to name it "Test Make Pipedrive" for example.

Then you can continue your workflow :

Now we need to finish setting up the Webhook on Make :

The idea is to use the information you've gathered to find the identity of your lead.

What you want to search for a lead

What you want to find: the name

It then asks you what the terms are, and you'll see the information we have in LGM:

In this example choose: the first and last name

You have retrieved the information from LGM and searched Pipedrive for the correct lead ID. Now you need to update your lead :

For example, without the previous step, we wouldn't have been able to retrieve the lead's ID because LGM doesn't have it - it's an authenticator unique to Pipedrive.

You can now fill the lead ID with Pipedrive name and owner with CustomAttribute identity 1:

Each time a lead is enriched and synchronized in Pipedrive, a webhook is triggered, which recovers the ID just created and then updates the owner thanks to the custom attribute of each identity :

Finally, you can trigger automation in your Pipedrive since it has an owner and therefore meets certain conditions, so you can create deals with a lead and an owner.

First step: Retrieving information from LGM

Then: Looking for the right Lead Number in Pipedrive

And finally: Once the number has been recovered, update the lead

If you follow this configuration you'll be able to assign the right owner to a contact created by LGM with Make :)