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Pipedrive logoPipedrive logo
Close logoClose logo
Pipedrive logoPipedrive logo

Close + Pipedrive

Close + Pipedrive

Close + Pipedrive integrations

Create tasks in Close for new leads in Pipedrive

Effortlessly manage your sales pipeline by connecting Pipedrive and Close with this seamless workflow. Whenever a new lead is added in Pipedrive, a task will be created in Close, ensuring that you never miss an opportunity to connect with potential customers. Stay organized and increase your productivity with this time-saving automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreates a new Task.
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More things you can do with Pipedrive and Close

Discover other triggers and actions you can use with Pipedrive and Close

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Close
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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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.
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