Create Pipefy card for new Close contact
Close + Pipefy Integration
Close + Pipefy Integration
Integrate Close to Pipefy in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, create workflow cards, update your CRM, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Opportunity status change activity is updated in Close Instant- Custom activity is created or updated in Close Instant
- Lead Status change is created in Close Instant
- Export is created in Close Instant
- Membership is activated in Close Instant
- Email Sequence Subscription created or updated in Close Instant
- Lead is created using search query in Close
- Lead is created in Close Instant
- Contact is created in Close Instant
- Contact is updated in Close Instant
- Opportunity status change activity is created in Close Instant
- Opportunity is created in Close Instant
- Email is created in Close Instant
- Call record is updated in Close Instant
- Call record is created in Close Instant
- Task is created in lead in Close Instant
- SMS is created in Close Instant
- Meeting is created in Close Instant
- Note is created in Close
Card is created in Pipefy Instant- Card is moved in Pipefy Instant
- Card field is updated in Pipefy Instant
- Card is completed in Pipefy Instant
- Card gets late in Pipefy Instant
- Card is expired in Pipefy Instant
- Card becomes overdue in Pipefy Instant
2.
- Search contact in Close
- Update lead in Close
- Search lead in Close
- Create lead in Close
- Update task in Close
- Create task in Close
- Search task in Close
- Search opportunity in Close
- Update opportunity in Close
- Create opportunity in Close
- Create contact in Close
- Update contact in Close
- Create note in Close
- Update note in Close
- Search note in Close
- Create email in Close
- Search user in Close
- Create SMS in Close
- Create custom activity in Close
- Run activity overview report in Close
- Delete logged call in Close
- Create export in Close
- Run sent email report in Close
- Subscribe Contact to Email Sequence in Close
- Search custom activity in Close
- Add address to lead in Close
- Delete email in Close
- Merge two leads in Close
- Create bulk email in Close
- Run opportunity report in Close
- Create smart view in Close
- Run status change report in Close
- Toggle Forwarding on Phone Number in Close
- Update custom activity in Close
- Update smart view in Close
- Update email sequence subscription in Close
- Delete email address from contact in Close
- Create bulk sequence subscription action in Close
- Search email sequence subscription in Close
- Search number of Leads in Query in Close
- Search connected account in Close
- Get activity by id in Close
- Create call in Close
- Update call in Close
- Search call in Close
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
Trusted by experts at...
Ready Workflows for Close + Pipefy Integration
Capture leads, create workflow cards, keep records updated, alert your team, and send follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Close + Pipefy flow
Connect your core sales and workflow apps with finance, messaging, and scheduling tools to handle handoffs without manual entry. Pick a combination and activate it in one click.
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Slack (6)
Slack (6) +
Calendly (4)
Calendly (4) +
Gmail (4)
Gmail (4) +
Stripe (4)
Stripe (4) +
Google Sheets (4)
Google Sheets (4) +
HubSpot (4)
HubSpot (4) C
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Create a Pipefy card for every new Close lead, and notify your sales team in Slack
New Close leads automatically generate Pipefy operational cards and alert your sales channel in Slack, keeping your teams synchronized.
P
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When a Pipefy card moves to done, update the lead in Close and post an update in Slack
Completed Pipefy cards update the matching lead status in Close and notify your channel in Slack so everyone stays informed.
C
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When a Close opportunity is created, generate a Pipefy card and alert your team in Slack
New sales opportunities in Close instantly create operational Pipefy cards and announce the win in Slack.
C
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If a Close lead status changes to qualified, create a Pipefy card and alert the manager in Slack
Qualified Close leads trigger a new Pipefy workflow card and notify management in Slack for immediate review.
P
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When a Pipefy card becomes overdue, update the task in Close and alert your team in Slack
Overdue Pipefy cards update task records in Close and notify your team in Slack to prevent dropped follow-ups.
C
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Use Claude to summarise Close lead notes, create a Pipefy card, and post the brief in Slack
Claude summarises Close lead notes before creating a Pipefy workflow card and posting the brief to Slack.
Supported triggers and actions for Close and Pipefy
Mix and match to build the exact automation you need
Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → Pipefy Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → What can you automate with Close + Pipefy?
Streamline your sales pipeline and operational workflows by connecting Close and Pipefy for real-time automation.
🔄
Create Pipefy cards from new Close leads
Instantly generate a workflow card in Pipefy the moment a new lead or opportunity is created in Close, eliminating manual handoffs between sales and operations.
📝
Capture every submitted lead field accurately
Map all available contact details, notes, and custom fields from Close directly into your Pipefy card fields so your operational team has complete context.
🔔
Alert your team the moment work starts
Trigger instant team notifications in Slack or email when new Close leads create operational cards in Pipefy, ensuring rapid response times.
🔀
Route records based on submitted lead data
Send high-value leads to priority Pipefy pipelines and standard prospects to general queues based on specific lead criteria and status updates.
🔄
Keep lead records updated as cards progress
Automatically update Close lead statuses and task notes whenever workflow cards move through stages or reach completion in Pipefy.
🔍
Prevent duplicate records across systems
Search existing contacts and lead records before creating new entries in Close or Pipefy to maintain a clean and organized database.
⏱️
Handle late or overdue operational cards
Detect when Pipefy workflow cards become overdue and automatically log notes or update corresponding task items in Close.
🔗
Extend your workflow to Slack or Google Sheets
Connect your Close and Pipefy automation with Slack, Google Sheets, or other popular apps to log reporting data or notify stakeholders instantly.
And much more...
Who is Close + Pipefy integration for?
Sales and operations teams depend on Close and Pipefy to manage leads and workflows, making automated handoffs essential for eliminating delays and data gaps.
Operations Managers
Sales Representatives
Account Managers
High-Volume Sales Teams
Fulfillment Specialists
Revenue Operations
📈
Operations Managers
You review operational pipeline reports every week, but manual handoffs between Close and Pipefy leave your dashboard waiting on exports — this integration means every new lead creates a Pipefy card instantly and your metrics stay current.
⚡
Sales Representatives
You need to transition won deals into fulfillment work immediately, but waiting for someone to manually set up a tracker means delivery starts late — with this integration, every new Close lead or opportunity triggers a Pipefy card automatically.
📋
Account Managers
You answer client inquiries about onboarding progress, but finding updates across separate sales and workflow systems causes frustrating delays — automating both apps means client statuses sync between Close and Pipefy without manual checks.
🚀
High-Volume Sales Teams
Your team generates dozens of inbound leads every day, and copying prospect details into Pipefy workflows creates massive bottlenecks — connecting these apps means every lead and task transfers between Close and Pipefy without manual data entry.
🔄
Fulfillment Specialists
You depend on the sales team to hand over complete lead details before you can start work in Pipefy, but missing notes leave you chasing answers — automating both apps means every Close detail populates your Pipefy cards accurately.
📊
Revenue Operations
You audit customer lifecycles from initial lead capture to final project completion, but fragmented system records leave gaps in your history — integrating these apps means every stage change in Close and Pipefy logs cleanly.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Close + Pipefy
Build and manage your Close + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Close + Pipefy Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😍
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in $19.99
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Frequently Asked Questions
How do I connect Close to Pipefy?
You can connect Close to Pipefy in one click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create Pipefy cards from new Close leads?
Can I connect Close, Pipefy, and Slack?
What is a good Zapier alternative for Close and Pipefy?
How does Close handle lead data during automation?
How are Pipefy workflow cards updated through integrations?
Do I need coding skills to automate Close and Pipefy?
Is the Close and Pipefy integration free?
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You Can Also Connect Close or Pipefy With 1500+ Other Apps
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Sync Pipefy with project management, reporting, and storage tools to keep workflows moving across your stack.
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