Close + Pipedrive integrations
Create Pipedrive activities for new Close contacts
Easily stay on top of your sales pipeline by creating a seamless connection between Close and Pipedrive. With this workflow, whenever a new contact is added in Close, a corresponding activity will be created in Pipedrive, ensuring that your team never misses any important follow-up tasks. Keep your sales process organized and efficient by streamlining contact management across platforms.
- When this happens...New ContactTriggers when a new contact 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 leads
- 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








