Pipefy
When this happens...
SalesforceNew Task
Then do this...
PipefyCreate Card

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

Why Zapier?

Free

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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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The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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

See Salesforce Integrations