How to connect SharpSpring + Pipefy
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- New AccountA new Account is created in SharpSpring.Trigger
- New Email Open EventWhen a lead opens an email in SharpSpring.Trigger
- New Form Fillout EventWhen a lead fills out a form in SharpSpring.Trigger
- New LeadWhen a lead has been created in sharpspring.Trigger
- New OpportunityA new Opportunity is created in SharpSpring.Trigger
- New Page Visit EventWhen a lead visits a new page in SharpSpring.Trigger
- Create AccountCreate an Account in SharpSpring.Action
- Create CampaignCreate a new Campaign in SharpSpring.Action
- SharpSpring
Create a Lead in SharpSpring or update by email address.
Scheduled
Action
- SharpSpring
Scheduled
Action
- Pipefy
Triggers when a card is done on a pipe.
Instant
Trigger
- Pipefy
Triggers when a card expires on a pipe.
Instant
Trigger
- Pipefy
Triggers when a card gets late on a pipe.
Instant
Trigger
- Pipefy
Triggers when a card is moved on a given pipe.
Instant
Trigger
- Pipefy
Triggers when a card gets overdue on a pipe.
Instant
Trigger
- Pipefy
Triggers when a new card is created on a pipe.
Instant
Trigger
- Pipefy
Create a card on a pipe.
Scheduled
Action
- Pipefy
Delete an existing Card.
Scheduled
Action
How SharpSpring + Pipefy Integrations Work
- Step 1: Authenticate SharpSpring and Pipefy.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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