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Close + Pipedrive

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.

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...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead is created.

    TriggerScheduled
  2. automatically do this!
    CloseClose
    Create Task

    Creates a new Task.

    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
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
close logo
close logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.

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