Integrating Pipefy with Salesforce allows you to easily keep track of all your new Salesforce tasks and leads on Pipefy.

This integration works by automatically triggering Zapier to create a new card on a specific Pipe every time a new task or lead is created on Salesforce.

Pipefy + Salesforce Integrations!

Get to know the most commonly used Pipefy + Salesforce integrations and start using them right away with Zapier's pre-designed integrations!

You can create your own Pipefy-Salesforce integrations from scratch on Zapier, or jump right in with these popular examples of automated workflows for your pipes:

Zap #1: 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

  1. A new lead is created on Salesforce
  2. Zapier creates a new card in Pipefy with the lead information

Create this Zap.

Zap #2: 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

  1. A new task is added to your Salesforce account
  2. Zapier creates a new card in Pipefy

Create this Zap.

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