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Close + Pipedrive

Close + Pipedrive

Close + Pipedrive integrations

Update Pipedrive activities when new opportunities arise in Close

Stay on top of your sales opportunities with this seamless workflow between Close and Pipedrive. When a new opportunity arises in Close, this automation will instantly update the corresponding activity in Pipedrive. Save time, eliminate manual data entry, and ensure accuracy of your sales data with this streamlined connection between the two apps.

  1. When this happens...
    New Opportunity in Status
    New Opportunity in Status
    New Opportunity in StatusTriggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
  2. automatically do this!
    Update Activity
    Update Activity
    Update ActivityUpdates an existing activity in Pipedrive with new values for selected fields, allowing partial updates to activity properties.
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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
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    • Field(s) Required to Trigger
    Trigger
    Instant
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    • 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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