Close + Pipedrive integrations
Create Pipedrive activities for new Close leads
Effortlessly keep track of new leads from Close in your Pipedrive account with this seamless workflow. When a new lead is added in Close, an activity will be created in Pipedrive, ensuring you always stay on top of your prospecting process. Stay organized and manage your sales pipeline efficiently with this handy automation.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create ActivityCreates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
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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
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.
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
- Add products to deals in Pipedrive when new leads are created in Close
- 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








