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Close + Pipedrive

Close + Pipedrive

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Activity
    Create Activity
    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

  • Close triggers, actions, and search
    New Call Recording

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

    Trigger
    Instant
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    • 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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