GTM / AUTOMATION · Build time: about 45 minutes · Running cost: $0 self-hosted n8n, or n8n Cloud
What you'll build
The moment a salesperson marks a deal Won in Pipedrive, an n8n workflow:
Looks up the customer's name and email.
Creates an onboarding card in Trello with the deal value, contact and links.
Generates a Typeform intake link with the customer's details already filled in.
Posts to your delivery team's Slack channel.
Delivery starts the same hour the contract is signed, and nobody asks "where's the customer info?" again.
Why it matters
The gap between "sold" and "started" is where new customers form their first impression, and where most of them wait. A manual handoff depends on one person remembering to forward an email. This turns it into a rule that runs every time.
The flow
Pipedrive Trigger (deal updated)
↓
IF status changed to "won"
↓
Pipedrive: get person (name, email)
↓
Set: build intake link + card text
↓
Trello: create card in "Onboarding"
↓
Slack: post to #deliveryWhat you need
Pipedrive (any plan with API access) and an API token from Personal preferences → API.
n8n, either n8n Cloud or self-hosted (the Docker image is free).
A Trello board with an "Onboarding" list, a Typeform intake form, and a Slack workspace.
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