Close + Pipedrive integrations
Add products to deals in Pipedrive when new leads are created in Close
Streamline your sales process by connecting Close and Pipedrive with this effective workflow. When a new lead is added in Close, the automation will quickly create a new deal and associate a product to it in Pipedrive. This way, you can efficiently manage your pipeline and focus on closing deals faster without manual data entry or switching between platforms.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Add Product to DealAdds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
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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
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
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.
Related categories
Related categories
Related Zap Templates
- Create Pipedrive deals for new Close opportunities
- Update Close contacts when new Pipedrive leads are created
- Update contacts in Close when new activities occur in Pipedrive
- Create tasks in Close for new leads in Pipedrive
- Create calls in Close for new Pipedrive activities
- Subscribe contacts to Close sequences when new Pipedrive activities occur
- Update custom activities in Close when new activities happen in Pipedrive
- Create activity overviews in Close for new Pipedrive activities
- Create tasks in Close for new activities in Pipedrive
- Create emails in Close from new activities in Pipedrive
- Create calls in Close for new leads in Pipedrive for seamless follow-ups
- Update Pipedrive persons when new Close contacts are created
- Create Pipedrive activities for new Close leads
- Create Pipedrive activities for new Close contacts
- Update Pipedrive activities when new opportunities arise in Close
- Create new Pipedrive deals from Close opportunities
- Create notes in Pipedrive for new Close contacts
- Add new Close contacts to update activities in Pipedrive
- Create leads in Pipedrive from new opportunities in Close
- Create Pipedrive deals for new Close contacts
- Update Pipedrive deals when new Close leads are created
- Create new leads in Close when new leads appear in Pipedrive
- Create new Pipedrive persons for every new opportunity status in Close
- Create new Pipedrive leads from new leads in Close
Related Zap Templates
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- Update contacts in Close when new activities occur in Pipedrive
- Subscribe contacts to Close sequences when new Pipedrive activities occur
- Create tasks in Close for new activities in Pipedrive
- Update Pipedrive persons when new Close contacts are created
- Update Pipedrive activities when new opportunities arise in Close








