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Close + Pipedrive

Close + Pipedrive

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Add Product to Deal
    Add Product to Deal
    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

  • 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
    Try It
    • Trigger Actions
      Required
    • Custom Object Type
      Required
    Trigger
    Instant
    Try It
    • Field(s) Required to Trigger
    Trigger
    Instant
    Try It
    • Contact Smart View ID
      Required
    Trigger
    Polling
    Try It
    • 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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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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