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Pipefy + Salesforce

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, automatically creating a new card for them on Pipefy so you can follow up with everyone easily.

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, automatically creating a new card for them on Pipefy so you can follow up with everyone easily.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    PipefyPipefy
    Create Card

    Creates a new card.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Pipefy

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
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Related categories

  • Project Management
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier