Pipefy Integrations

If there are tasks you work on day in and day out, set up some automation to keep you regular. This integration will trigger on a daily basis at the same time, automatically creating a new card for you on Pipefy with all the details you need to remember those fixed tasks.

How this scheduled Pipefy integration works

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

Apps involved

• Pipefy

Make it easier to follow on the data gathered by your forms by setting up this automation. From then on, Zapier will automatically create new cards on a selected pipe in Pipefy each time someone completes your Typeform form, so you don't have to bother with manual exports again.

How this Typeform-Pipefy integration works

1. A new entry is submitted to your Typeform
2. Zapier creates a Pipefy card with the entry’s information on the Pipe you selected

Apps involved

• Typeform
• Pipefy

If you're always doing the same task on a weekly basis, it's a waste of your time to create it every time. Set up this integration and, from then on, a new card will be created for you on a Pipefy pipe at the same time every week, keeping you on track with all your meetings and other important action items.

How this scheduled Pipefy integration works

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

Apps involved

• Pipefy

Need to know about new work on your pipes, but don't have the time to check on them? No problem. Set up this integration and, from then on, Zapier will alert you about every new card on Pipefy with a direct message via Slack, ensuring you stay updated at all times.

How this Pipefy-Slack integration works

1. A new card is created on Pipefy
2. Zapier sends you a direct message on Slack

Apps involved

• Pipefy
• Slack

Adding every new prospect to your mailing lists ensures you keep expanding your reach. After you've set up this integration, it will trigger with every new card you add to MailChimp, automatically subscribing them to your mailing list so they get your marketing right away.

Note: For this integration to work, you'll want to add an "Email" field to your card by following these instructions. You can also find more information on the different kinds of Pipefy fields here

How this Pipefy-MailChimp integration works

1. You create a card on a Pipe (with email information)
2. Zapier adds that data to a previously selected MailChimp list

Apps involved

• Pipefy
• MailChimp

A lot of great information flows through your chat rooms—are you storing all the gems? Zapier can help with that if you turn on this integration. After that, whenever you star a message on Slack, it will automatically create a matching card on Pipefy, creating a perfect record or action item while you keep on chatting.

How this Slack-Pipefy integration works

1. You star a message in Slack
2. Zapier creates a new Pipefy card using the Slack message text and a link to the original message

Apps involved

• Slack
• Pipefy

Even though most of your software development team probably works all day on GitHub, many other team members won't log in regularly. Set up this Zapier integration, however, you can automatically create new GitHub issues from new cards created on a specific Pipe on Pipefy, allowing everyone to contribute to development.

How this Pipefy-GitHub integration works

1. A new card is created on specific Pipefy Pipe
2. Zapier creates a GitHub issue using the information from the Pipefy card

Apps involved

• Pipefy
• GitHub

Connecting your CRM to your projects can be a challenge without the right tools. Zapier can help with that. After you've activated this integration, it will fire off whenever a new lead is added to Salesforce, creating a new card for them on Pipefy so you can follow up with everyone easily.

How this Salesforce-Pipefy integration works

1. A new lead is created on Salesforce
2. Zapier creates a new card in Pipefy with the lead information

Apps involved

• Salesforce
• Pipefy

If you're having trouble answering each new support ticket in time, set up this automation to help. It will trigger with each new Zendesk ticket you receive, automatically creating a new card for it on a Pipefy pipe so that you have a marker for each one.

How this Zendesk-Pipefy integration works

1. A new ticket is submitted on Zendesk
2. Zapier adds a card to a pipe on Pipefy

Apps involved

• Zendesk
• Pipefy

You never know when inspiration will strike, or you'll remember something that needs to be done. You can capture those action items at any point easily with this integration. Once it's been set up, all you need to do to add a new card on Pipefy is open Push by Zapier, our Chrome extension and enter the details you want. One click, and you can go right back to browsing!

How this Push by Zapier-Pipefy integration works

1. You click the Push by Zapier Google Chrome extension and input the information you want on the new card
2. Zapier creates a new Pipefy card with your text

Apps involved

• Push by Zapier Google Chrome Extension
• Pipefy

Make sure your development tasks are always reflected in your project management. Once you've set up this integration, it will create a card on Pipefy for each new GitHub issue Zapier detects on a particular repo, extending their visibility even for people who aren't developers.

How this GitHub-Pipefy integration works

1. A new issue is created in a chosen GitHub repository
2. Zapier creates a Pipefy card on a chosen Pipe with the issue details

Apps involved

• GitHub
• Pipefy

If your processes always involve one action as a result of another, you can save yourself the trouble of setting up the follow-up work yourself. This integration will fire off whenever a new card is marked as done on a pipe in Pipefy, automatically creating a new one in response so your work can continue without interruption.

How this Pipefy integration works

1. A new card is marked as "done" on a pipe in Pipefy
2. Zapier creates a new card on another pipe in response

Apps involved

• Pipefy

If your team already uses Pipefy to manage your processes and Salesforce to manage CRM contacts, this integration can bridge the gap between the two apps. Once active, it will create new cards on Pipefy each time a new task is added to your Salesforce account, ensuring the data you need is always on both systems.

Note: This Zapier integration doesn't create Pipefy cards for tasks that already exist in your Salesforce account, only tasks created after you've set this integration up will create cards on Pipefy.

How this Salesforce-Pipefy integration works

1. A new task is added to your Salesforce account
2. Zapier creates a new card in Pipefy

Apps involved

• Salesforce
• Pipefy

Your support team can help you internally, and not just your customers. Make it easy for anyone to report a ticket by setting up this integration. From then on, it will capture every new card on a pipe in Pipefy and create a new ticket for it on Zendesk, making sure nothing falls through the cracks.

How this Pipefy-Zendesk integration works

1. A new card is added on Pipefy
2. Zapier adds the card as a ticket to Zendesk

Apps involved

• Pipefy
• Zendesk

Need to perform the same action items at irregular times? Make their creation easy with this automation. It will fire off whenever you click your Zap's name in our Google Chrome extension, automatically creating a pre-defined card on Pipefy in your chosen pipe while you keep on working.

How this Push by Zapier-Pipefy integration works

1. You click the Push by Zapier extension on your Google Chrome
2. Zapier creates a pre-designed Pipefy card

Apps involved

• Push by Zapier Google Chrome Extension
• Pipefy

Easily keep track of all your sales opportunities with some automated tracking. This Zapier integration will create a new deal on Pipedrive whenever a new card is created on a specific Pipe on Pipefy, making sure your sales team always has the info they need.

How this Pipefy-Pipedrive integration works

1. A new card is added to a pipe on Pipefy
2. Zapier creates a new deal on Pipedrive

Apps involved

• Pipefy
• Pipedrive

Looking for an easy way to integrate your sales funnel with your financial management tool? Using this simple Pipefy-Nibo integration, when your Pipefy card is done in a sales funnel, Zapier will automatically create Nibo credits in your organization. This integration will greatly reduce operational errors and bring a lot of agility to your sales process.

How this Pipefy-Nibo integration works

1. A card is done on a pipe in Pipefy
2. Zapier creates Nibo credits in your organization

Apps involved

• Pipefy
• Nibo

Turn prospects into avid readers of your content with a simple automation. Add every new prospect to your mailing list automatically with this integration. Once set up, every new card in Pipefy will trigger a creation of a new subscriber on SendPulse.

How this Pipefy-SendPulse integration works

1. A new Pipefy card is created.
2. Zapier adds that data to a SendPulse list.

Apps involved

• Pipefy
• SendPulse