Pipedrive + Pipefy Integration

Integrate Pipedrive to Pipefy in one click, or tell Integrately AI how you want each deal handled. Create cards, update fields, track progress, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
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2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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Ready Workflows Ready Workflows for Pipedrive + Pipefy Integration

Create cards from new deals, update fields when stages change, track progress, and manage workflows, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + Pipefy flow

Keep your team updated, manage tasks, and sync customer details across your favorite tools. Pick a combination and activate it in one click.

Pipedrive
Pipefy
+
SlackSlack (4)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
AsanaAsana (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
P
P
S
Create a Pipefy card when a Pipedrive deal is created, and notify your sales team in Slack
New Pipedrive deals instantly generate execution cards in Pipefy while Slack alerts your sales team, eliminating manual handoffs.
P
P
S
When a Pipedrive deal stage is updated, update the matching Pipefy card and post the update in Slack
Keep operations aligned by updating Pipefy cards automatically when Pipedrive deals progress, with instant Slack notifications.
P
P
S
When a Pipefy card is completed, update the Pipedrive deal and announce it in Slack
Notify sales reps and update Pipedrive deals the moment operational tasks are marked complete in Pipefy.
P
P
S
Use ChatGPT to summarize Pipedrive deal notes, create a detailed Pipefy card, and post the summary in Slack
Generate intelligent summaries of Pipedrive deal notes using ChatGPT before creating structured Pipefy cards and alerting Slack.

Supported triggers and actions for Pipedrive and Pipefy

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
Try it →

What can you automate with Pipedrive + Pipefy?

Streamline your entire sales-to-fulfillment cycle by connecting Pipedrive deals directly to Pipefy operational workflows.

What you can automate?
🔄
Create Pipefy cards from new Pipedrive deals
Trigger operational workflows instantly the moment a sales deal is created in Pipedrive, eliminating manual handover steps between departments.
📋
Capture every custom deal field and note
Map all available Pipedrive deal details, notes, and custom attributes into separate Pipefy card fields for comprehensive project context.
🔔
Alert team members on status changes
Notify relevant personnel in Slack or via email immediately when deal stages progress or operational cards require attention.
🔀
Route workflows based on deal attributes
Send high-value deals to priority Pipefy pipelines while routing standard opportunities through regular operational processes automatically.
🔄
Keep Pipedrive deals updated as work progresses
Sync milestone updates and completion statuses from Pipefy cards back to Pipedrive deals so sales reps always know project status.
🛡️
Prevent duplicate records across systems
Search existing database records before creating new entries to ensure clean data synchronization between your CRM and workflow boards.
💳
Handle payment and billing triggers
Trigger invoicing or customer creation steps in financial tools when deals reach closed-won stages in Pipedrive.
🔗
Extend workflows to team communication apps
Connect your core Pipedrive and Pipefy processes with Slack to keep cross-functional teams informed throughout the customer lifecycle.
And much more...

Who is Pipedrive + Pipefy integration for?

Sales managers, operations leads, and project teams struggling to keep customer deals and internal execution workflows aligned without manual data entry.

Sales operations managers
Sales operations managers
Project coordinators
Project coordinators
Account managers
Account managers
High-volume sales teams
High-volume sales teams
Operations supervisors
Operations supervisors
Pipeline administrators
Pipeline administrators
📈
Sales operations managers
You rely on deal metrics to forecast revenue, but your pipeline reports only update when someone manually exports records, so your conversion numbers are always lagging behind — this integration means every new deal creates execution cards instantly and your pipeline data stays current.
Project coordinators
You need to kick off fulfillment the moment a sale closes, but you find out about new deals too late when sales reps forget to notify you — connecting these apps means every new Pipedrive deal triggers a Pipefy card immediately so project work starts on time.
🤝
Account managers
You answer to clients who want constant updates on their project progress, but gathering status details across separate systems takes hours every week — automating both apps means card updates in Pipefy sync straight back to Pipedrive so you always have accurate answers.
🚀
High-volume sales teams
Your team closes dozens of deals daily and manual handover creates bottlenecks that delay onboarding and frustrate new clients — with this integration, every deal attribute flows directly into operational workflows without manual copy-pasting.
📋
Operations supervisors
You own the delivery phase and depend on sales reps to hand over complete project specifications, but critical notes get left behind in CRM fields — this automation ensures every deal detail and note transfers accurately into your execution boards.
🔍
Pipeline administrators
You need a reliable audit trail of every customer interaction and project milestone, but manual logging leaves gaps in your historical records — connecting these tools means every stage change and completed card is recorded automatically without omissions.
Our team

Ready Workflows 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 Pipedrive + Pipefy

Build and manage your Pipedrive + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Pipedrive + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipedrive to Pipefy?
Frequently Asked Questions
You can connect Pipedrive to Pipefy instantly using 1-click ready workflows or by asking Integrately AI to build your custom automation. Simply select your trigger events, authenticate your accounts, and let the integration handle the data transfer between Pipedrive, Pipefy, and other apps like Slack, HubSpot, and Google Sheets.
Can I automatically create a Pipefy card when a Pipedrive deal is created?
Frequently Asked Questions
Can I connect Pipedrive, Pipefy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and Pipefy?
Frequently Asked Questions
How do Pipedrive deal updates sync with Pipefy cards?
Frequently Asked Questions
Can completed Pipefy cards update Pipedrive deals?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and Pipefy?
Frequently Asked Questions
Is the Pipedrive and Pipefy integration free?
Frequently Asked Questions
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You Can Also Connect Pipedrive or Pipefy With 1500+ Other Apps

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Pipefy
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