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Close + Pipedrive

Close + Pipedrive

Close + Pipedrive integrations

Update Pipedrive persons when new Close contacts are created

Effortlessly keep your Pipedrive contacts up to date with this seamless workflow. Whenever a new contact is added in the Close app, their information will be updated in your Pipedrive account, ensuring accurate and consistent data across both platforms. Spend less time on manual updates and more time on nurturing those valuable relationships.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Update Person
    Update Person
    Update PersonUpdates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
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More things you can do with Close and Pipedrive

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

  • Close triggers, actions, and search
    New Call Recording

    Triggers when a new call recording or voicemail is added to Close.

    Trigger
    Instant
    Try It
    • Direction
    • Completed?
    Trigger
    Instant
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    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
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    • Field(s) Required to Trigger
    Trigger
    Instant
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    • Contact Smart View ID
      Required
    Trigger
    Polling
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    • Custom_activity_v2_instructions
    • Custom Activity Type
      Required
    • Filled-in fields
    Trigger
    Instant
    Try It
    • Direction
    • Template ID
    • User ID
    Trigger
    Instant
    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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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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