Pipefy + Salesforce
Create Pipefy cards for new Salesforce leads
Connecting your CRM to your projects can be a challenge without the right tools. Zapier can help with that. After you've activated this integration, it will fire off whenever a new lead is added to Salesforce, automatically creating a new card for them on Pipefy so you can follow up with everyone easily.
Connecting your CRM to your projects can be a challenge without the right tools. Zapier can help with that. After you've activated this integration, it will fire off whenever a new lead is added to Salesforce, automatically creating a new card for them on Pipefy so you can follow up with everyone easily.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Card
Creates a new card.
- Free forever for core features
- 14 day trial for premium features & apps
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
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
