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Close + Pipedrive

Close + Pipedrive

Close + Pipedrive integrations

Add new Close contacts to update activities in Pipedrive

Easily keep track of your contacts between Close and Pipedrive with this efficient workflow. Whenever a new contact is added in Close, their activity will be updated in Pipedrive, ensuring you stay organized and your teams have the latest information. Save time while maintaining consistency and accuracy across your CRM platforms.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  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
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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
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    • 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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