When this happens...
SalesforceNew Lead
Then do this...
PipefyCreate Card

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
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Pipefy + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

New Contact

Triggers when a new contact is created.

Create Custom Object

Create a new custom object (of the type you choose).

New Opportunity

Triggers when a new opportunity is created.

Add a Contact to a Campaign

Add a contact to a campaign.

Card Expired

Triggers when a card expires on a pipe.

Create Contact

Create a new contact.

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Salesforce is a leading enterprise customer relationship manager (CRM) application.