Pipedrive API V1 to V2 Migration in Make.com: A Practical Checklist
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Pipedrive API V1 to V2 Migration in Make.com: A Practical Checklist

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Short video prompt
INVIDEO AI PROMPT (SHORT-FORM / TikTok + IG Reels)

Project: Connex Digital — Pipedrive API v1 to v2 migration in Make.com
Source article URL (must reference in script + visuals): https://connex.digital/blog/pipedrive-api-v1-to-v2-migration-in-makecom-a-practical-checklist

Goal: Get Make.com builders who use Pipedrive to understand: v1 is sunsetting, the safest migration path is a checklist approach, and Connex Digital can help.

Format + specs:
- Vertical 9:16
- Duration: 25–30 seconds
- Fast pacing, quick cuts, burned-in captions
- Tone: warm US confident, energetic and clear
- Music: upbeat modern tech beat (low-to-mid energy under voice)
- Voiceover: friendly expert creator voice, warm US confident
- Branding: include “Connex Digital” in on-screen text at least twice; show Connex Digital logo subtly in a bottom corner throughout

Structure:
1) Hook (first 2 seconds)
- On-screen text (big, high contrast): “Pipedrive + Make.com? API v1 is going away.”
- VO: “If your Make.com scenarios still use Pipedrive API v1 modules, you’ve got a deadline.”

2) 4 quick points (3–5 total)
Point A — Why it matters
- On-screen text: “Avoid broken automations”
- VO: “When endpoints change, scenarios can fail or silently miss data.”

Point B — Deadline
- On-screen text: “Plan before July 31, 2026”
- VO: “Make’s January 2026 update points to July 31, 2026 as the cutoff for v1-based setups.”

Point C — Checklist approach
- On-screen text: “Use a migration checklist”
- VO: “Inventory scenarios, migrate in a test workspace, and validate edge cases.”

Point D — Common breaking points
- On-screen text: “Activities • custom fields • pagination”
- VO: “Watch Activities date and time, custom field option IDs, and pagination differences.”

3) CTA (final 4–6 seconds)
- On-screen text: “Need help migrating fast? Connex Digital.”
- VO: “Want a practical step-by-step checklist and help cutting over safely? Read the full guide, then book a quick call.”
- On-screen text (small): “Read: connex.digital (link in bio)”
- On-screen text (big, final frame): “Book: https://connex.digital/book/short”

Visual direction:
- Use screen-record style b-roll of Make.com scenario builder, Pipedrive UI, and simple motion graphics (deadline calendar, checklist ticks).
- Use quick kinetic typography for the 4 points.
- Ensure captions match VO exactly.

Include at end of video description (not on screen):
- “Full checklist: https://connex.digital/blog/pipedrive-api-v1-to-v2-migration-in-makecom-a-practical-checklist”

Assumptions:
- Audience is already using Make.com with Pipedrive modules (not beginners).
- The cutoff date referenced in the article is accurate for planning purposes; encourage viewers to confirm in their Make/Pipedrive updates.
Long video prompt
INVIDEO AI PROMPT (LONG-FORM / YouTube)

Project: Connex Digital — Pipedrive API v1 to v2 migration in Make.com (Practical Checklist)
Source article URL (must be referenced verbally + in description): https://connex.digital/blog/pipedrive-api-v1-to-v2-migration-in-makecom-a-practical-checklist

Video goal:
Create a 6–8 minute video that explains why the Pipedrive API v1 → v2 migration matters for Make.com scenarios, walks through a practical checklist, and gives viewers confidence to execute a safe cutover.

Format + specs:
- 16:9 YouTube
- Duration: 6–8 minutes
- Style / theme: Newsroom explainer (clean studio + motion graphics)
- Voiceover: conversational expert voice, warm US confident
- Presenter: avatar talking head (rotate preference; use Vera, co-founder + CTO for this one)
- Music: upbeat, trendy, subtle under VO (never distracting)
- Visuals: b-roll of Make.com scenario editor, Pipedrive UI, error logs, and simple motion graphics (checklists, warnings, timelines)
- On-screen text: section headers + key takeaways; highlight dates and “common breaking points”
- Branding: Connex Digital logo in lower corner; occasional lower-thirds with “Connex Digital”

Outline (match article headings and flow):

0) Hook (0:00–0:25)
- Presenter on camera.
- Script beat: “If your Make.com automations still use Pipedrive API v1 modules, you need a plan. Here’s a practical migration checklist so you don’t break production.”
- On-screen: “Pipedrive API v1 → v2 in Make.com: checklist”

1) Intro + what you’ll learn (0:25–0:55)
- Explain this is a practical checklist.
- Mention the full article is linked.
- On-screen: URL + quick bullets: Inventory → Test plan → Migrate → Validate → Cutover

2) Why this migration matters (0:55–1:45)
- Explain risk: modules/endpoints changing, silent failures, missing data.
- Mention timing: Make’s Jan 2026 update; expected v1 functionality until July 31, 2026 (as stated in the post).
- On-screen: “Plan before July 31, 2026” (big)

3) Migration checklist (main section)

3.1) Inventory what you have (1:45–2:35)
- Steps:
- List every scenario using Pipedrive modules.
- Flag Activities, webhooks, custom fields.
- Prioritize high-impact scenarios.
- Visuals: checklist animation + Make scenario list.
- On-screen takeaway: “Know what exists before you change anything.”

3.2) Create a test plan (2:35–3:25)
- Recommend 3–10 representative scenarios.
- Show examples: simple deal flow, activity creation, webhook-triggered, multi-module.
- Visuals: labeled “test set” cards.

3.3) Migrate scenario by scenario (3:25–4:20)
- Duplicate scenario first.
- Swap v1 modules → v2 equivalents.
- Use HTTP calls if needed.
- Keep a migration notes log (module swaps + field mapping).
- Visuals: side-by-side “Before (v1)” vs “After (v2)”.

3.4) Watch for common breaking points (4:20–5:35)
A) Activities quirks
- Due date and due time handling.
- Confirm fields map as expected.
B) Custom fields and select fields
- Confirm field keys.
- Validate option IDs.
- Watch for silent drops.
C) Pagination differences
- Confirm you are not missing records on large lists.
- Visuals: warning icons + “silent failure” animation.

3.5) Validate end-to-end outcomes (5:35–6:20)
- Verify in Pipedrive.
- Verify downstream writes (Notion, Airtable, Slack, email, etc.).
- Verify error handling.
- Visuals: “data pipeline” diagram.

3.6) Cutover safely (6:20–7:05)
- Pause old scenario.
- Enable migrated scenario.
- Monitor logs for 24–72 hours.
- Visuals: cutover timeline.

4) When to use an automated migration tool (7:05–7:35)
- Explain: many scenarios + complex blueprints may benefit.
- Mention: one option discussed is Innovaty (innovaty.co) but emphasize testing is still required.

5) Recap + CTA (7:35–end)
- Recap 5 bullets quickly.
- CTA:
- “Read the full checklist here: https://connex.digital/blog/pipedrive-api-v1-to-v2-migration-in-makecom-a-practical-checklist”
- “Book a discovery call: https://connex.digital/book/video”
- On-screen final frame: Connex Digital logo + CTA link.

YouTube description (include):
- Full guide: https://connex.digital/blog/pipedrive-api-v1-to-v2-migration-in-makecom-a-practical-checklist
- Book a discovery call: https://connex.digital/book/video

Assumptions:
- Viewer already has working Make.com scenarios connected to Pipedrive.
- The July 31, 2026 timing is treated as a planning deadline based on the blog post; viewers should verify the latest platform notices.
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LinkedIn Post Content
🚀 Exciting news for all Pipedrive users! As we approach the migration from API v1 to v2, it’s crucial to have a solid plan in place to avoid disruptions to your automations.

Our latest blog post provides a practical checklist to guide you through the migration process. From inventorying your current scenarios to validating outcomes, we've got you covered. Don’t wait until the last minute—ensure your systems are ready before the July 31, 2026 deadline!

👉 Read the full article here: Pipedrive API V1 to V2 Migration in Make.com: A Practical Checklist

#Pipedrive #APIMigration #ConnexDigital #Automation #MakeDotCom #DigitalTransformation
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Prompt last generated
Mar 9, 2026
KW AI GEN
Pipedrive API migration checklist, automation, technology transition
Last edited time
Jul 27, 2026 05:34 PM GMT+0
If you have Make.com scenarios using Pipedrive’s older API modules, you need a repeatable way to migrate without breaking production automations. The safest approach is to inventory scenarios, migrate in a test workspace, and validate edge cases like Activities, custom fields, and silent failures before you cut over.

Why this migration matters

Pipedrive’s API is moving from v1 to v2, and Make scenarios built on older modules can eventually stop working or lose coverage as endpoints change. As of Make’s January 2026 update, affected v1-based scenarios are expected to remain functional until July 31, 2026. After that date, those v1 endpoints are expected to no longer be available.

Migration checklist (Make.com)

1) Inventory what you have

  • List every scenario that uses Pipedrive modules.
  • Identify which ones touch Activities, webhooks, and custom fields.
  • Flag scenarios with high business impact.

2) Create a test plan

  • Pick 3 to 10 representative scenarios.
  • Test with:
    • a simple deal flow
    • an activity creation flow
    • a webhook-triggered flow
    • a scenario that uses multiple Pipedrive modules

3) Migrate scenario by scenario

  • Duplicate the scenario first.
  • Replace v1 modules with v2 equivalents (or HTTP calls if needed).
  • Keep a notes log of every module swap and field mapping.

4) Watch for common breaking points

Activities quirks
Activities can be tricky during migration. Validate due date and due time handling, and confirm fields map as expected.
Custom fields and select fields
  • Confirm field keys.
  • Validate option IDs are correct.
  • Confirm updates do not silently drop values.
Pagination differences
Some v2 endpoints use different pagination patterns. If you are listing large datasets, confirm you are not missing records.

5) Validate end-to-end outcomes

  • Verify the scenario output in Pipedrive.
  • Verify downstream writes (Notion, Airtable, Slack, email, etc.).
  • Verify error handling.

6) Cutover safely

  • Pause the old scenario.
  • Enable the migrated scenario.
  • Monitor logs closely for the first 24 to 72 hours.

When to use an “automated migration tool”

If you have many scenarios and complex blueprints, a migration tool that converts blueprints in bulk can save time. One option discussed recently is Innovaty. Still, you must test edge cases and confirm the converted blueprint behaves the same.

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Need help migrating complex Pipedrive + Make scenarios without production downtime? Book a discovery call.