Automate Tapfiliate Affiliate Creation for New Pipedrive CRM Contacts Using Make

Managing affiliates efficiently is essential for scalable growth. By integrating Pipedrive CRM with Tapfiliate through Make, you can automatically add new CRM contacts as affiliates, saving time and ensuring no potential partner is missed.

Why Automate Affiliate Creation?

• Efficiency: Eliminate manual data entry between your CRM and Tapfiliate platform.
• Accuracy: Reduce the chances of human error when transferring contact information.
• Growth: Seamlessly scale your affiliate program as your contact base expands.

How the Automation Works

Every time a new person is added to your Pipedrive CRM, Make (formerly Integromat) captures the contact details and creates a corresponding affiliate in Tapfiliate automatically.

Step-by-Step Setup

1. Connect Pipedrive and Tapfiliate to Make: Authorize your accounts to let Make access and synchronize data.
2. Create a Scenario in Make: Set up a trigger for "New Person Added" in Pipedrive.
3. Add Tapfiliate Action: Insert a module that creates a new affiliate using the contact details provided by Pipedrive.
4. Map Data Fields: Match the necessary Pipedrive fields (like name and email) to Tapfiliate’s affiliate creation form.
5. Test and Activate: Run a test to ensure new Pipedrive contacts are instantly added as Tapfiliate affiliates, then switch your scenario to live.

Key Benefits

• Seamless affiliate onboarding for every new qualified contact
• Consistent and up-to-date affiliate records
• Enhanced collaboration between sales and marketing teams

With this integration, you empower your team to focus on strategy while automating repetitive tasks, ensuring your affiliate program grows effortlessly with your sales pipeline.