Pipefy Integrations

Tired of copy/pasting your card information from spreadsheets by hand? Set up this automation, and Zapier will do it for you. From then on, whenever you add a new row to Google Sheets, a matching card will be added to a pipe on Pipefy, ensuring you keep up with all your new entries, no matter how fast they come in.

How this Google Sheets-Pipefy integration works

1. A new row is added on Google Sheets
2. Zapier creates a Pipefy card in the Pipe you’ve chosen

Apps involved

• Google Sheets
• Pipefy

Having trouble tracking all your task due dates? Set up this integration, and we'll do it for you. It will trigger with each new card you add on Pipefy and create a corresponding event on Google Calendar for it—you'll never forget one again.

Note: This Zap will only work if your card has a due date. If some might not, you'll want to add a Filter step to stop it if blank.

How this Pipefy-Google Calendar integration works

1. A new card is added to Pipefy with a due date
2. Zapier automatically generates a new event on your Google Calendar with the details and date you’ve previously selected

Apps involved

• Pipefy
• Google Calendar

Certain tasks happen every month, like sorting out payroll, or reviews. Make sure you never miss a single one by having Zapier keep you on track with each one. This integration, once active, will trigger monthly at the chosen time and date, creating your templated Pipefy card with the details you need to follow up with those regular chores.

How this scheduled Pipefy integration works

1. A new month goes by
2. Zapier creates a new card on the selected pipe in Pipefy at the same time every month

Apps involved

• Pipefy

If everyone is caught up in conversation, it can be easy to miss new action items. Let Zapier bring them to your teams' attention with some automation. This integration, once active, will react to every new card you add to a particular pipe on Pipefy, posting a new message about it to your Slack channel every time.

How this Pipefy-Slack integration works

1. A new card is added to a pipe on Pipefy
2. Zapier posts a message about it to a channel on Slack

Apps involved

• Pipefy
• Slack

After your deals reach a certain stage on your CRM, it’s time to take action. After you set up this integration, it will be triggered whenever a new deal enters a specific pipeline stage on Pipedrive, creating a card on Pipefy with the information from the opportunity so you can work on it right away.

How this Pipedrive-Pipefy integration works

1. You add a deal to a specific pipeline stage on Pipedrive
2. Zapier creates a new card on the chosen Pipe on Pipefy

Apps involved

• Pipedrive
• Pipefy