Salesforce + Pipefy Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Salesforce and Pipefy, with as many as 144 possible integrations. Are you ready to find your productivity superpowers?
Create Pipefy cards for new Salesforce leads
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
- A new lead is created on Salesforce
- Zapier creates a new card in Pipefy with the lead information
Apps involved
- Salesforce
- Pipefy
Create Pipefy cards from new Salesforce tasks
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
- A new task is added to your Salesforce account
- Zapier creates a new card in Pipefy
Apps involved
- Salesforce
- Pipefy
It's easy to connect Salesforce + Pipefy and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Create a new lead.
Triggers when a new custom object (of the type you choose) is created.
Add a lead to a campaign.
Triggers when a new contact is created.
Create a new custom object (of the type you choose).
Triggers when a new opportunity is created.
Add a contact to a campaign.
Triggers when a new case is created.
Create a new contact.
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