Pipefy + Salesforce
Create Pipefy cards from new Salesforce tasks
If your team already uses Pipefy to manage your processes and Salesforce to manage CRM contacts, this integration can bridge the gap between the two apps. Once active, it will automatically create new cards on Pipefy each time a new task is added to your Salesforce account, ensuring the data you need is always on both systems.
If your team already uses Pipefy to manage your processes and Salesforce to manage CRM contacts, this integration can bridge the gap between the two apps. Once active, it will automatically create new cards on Pipefy each time a new task is added to your Salesforce account, ensuring the data you need is always on both systems.
- 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.
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