Pipedrive + Pipefy

Create new cards in Pipefy for new deals in Pipedrive

Keep your tasks on track with this seamless integration between Pipedrive and Pipefy. When a new deal comes up in Pipedrive, a fresh card is instantly created in Pipefy. This allows you to devote your energy to nurturing these crucial deals rather being caught up in manually shifting data between platforms. Experience the improved functionality of your CRM and project management systems with this streamlined workflow.

Keep your tasks on track with this seamless integration between Pipedrive and Pipefy. When a new deal comes up in Pipedrive, a fresh card is instantly created in Pipefy. This allows you to devote your energy to nurturing these crucial deals rather being caught up in manually shifting data between platforms. Experience the improved functionality of your CRM and project management systems with this streamlined workflow.

  1. When this happens...
    PipedrivePipedrive
    New Deal

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    PipefyPipefy
    Create Card

    Creates a new card.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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pipefy logo
pipefy logo

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
Learn more

Related categories

  • Project Management