Outfunnel Using Make to Sync Pipedrive and Email Platforms for Better Lead Nurturing

Rishad Al Islam

•4 min read
a laptop computer sitting on top of a wooden desk

System Overview

What it is: Outfunnel uses Make to integrate Pipedrive CRM with email automation platforms, enabling seamless syncing of contacts and behavior-based segmentation. The system ensures accurate data flow, reduces manual syncing errors, and improves lead nurturing with personalized campaigns.

Core capabilities

  • Automatic syncing of contacts between Pipedrive and email tools
  • Behavior-based segmentation for targeted campaigns
  • Automated email sequences triggered by lead actions
  • Real-time updates to CRM records based on engagement
  • Slack or email notifications for priority leads
  • Analytics for measuring open rates, click-throughs, and conversions
  • Error handling to prevent duplicate or missing records

See how behavior-driven campaigns can increase your conversion rates - book a live walkthrough.

Business problems solved

  • Reduce manual work of exporting/importing contacts between systems
  • Eliminate sync errors that cause missed opportunities
  • Improve lead nurturing with personalized, behavior-driven campaigns
  • Give sales teams better visibility into marketing activity
  • Scale marketing workflows without adding operational overhead

Industries served

SaaS companies, B2B services, agencies, online education providers, subscription businesses.

Actor Identification

Primary actor: Marketing manager running campaigns through Pipedrive and email automation tools.

Secondary actors: Make automation engine, Pipedrive CRM, email marketing platform (e.g., Mailchimp, ActiveCampaign), sales reps.

Actor Goals

  • Marketing Team: Ensure accurate contact syncing, run personalized campaigns, and reduce manual tasks.
  • Sales Team: Get updated lead engagement data in CRM to prioritize outreach.
  • Make Automation: Sync contacts, apply segmentation, and trigger campaigns without errors.
  • CRM System: Maintain structured and updated records reflecting marketing engagement.

Context and Preconditions

  • Pipedrive connected to Make via API
  • Email automation platform linked with Make for campaigns
  • Segmentation rules defined based on lead behavior (opens, clicks, form fills)
  • Slack or email alerts configured for priority actions
  • Error handling logic in Make workflows for failed syncs

Basic Flow (Successful Scenario)

  • A new lead is added to Pipedrive.
  • Make syncs the contact to the connected email platform.
  • Based on engagement history or tags, Make applies segmentation rules.
  • Email platform automatically enrolls the lead in the right campaign.
  • As the lead opens or clicks emails, Make updates the record in Pipedrive with engagement data.
  • Sales rep receives Slack/email notification if lead shows high intent signals.

Outcome: Lead nurturing improves, syncing errors are eliminated, and sales teams work with accurate, real-time data.

Ready to eliminate manual syncing and boost lead engagement? Book a demo now and see it live.

Alternate Flows

  • A1: Duplicate contact: If lead already exists, Make updates existing record instead of creating a duplicate.
  • A2: Email bounce: If email fails, Make logs bounce in CRM and adjusts segmentation.
  • A3: API downtime: If Pipedrive or email platform is unavailable, Make retries and notifies the marketing team.
  • A4: Missing data: If required contact fields are missing, Make flags the record and pauses sync until updated.

Want to ensure every lead is nurtured perfectly, even during system errors? Let’s discuss how we handle every scenario.