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Close
Pipedrive

Close and Pipedrive Integration

Seamlessly connect Close and Pipedrive to unify your sales workflows and boost productivity.

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Explore Triggers and Actions

Triggers
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Events that start automations (reorder apps to see more triggers)
Actions
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Steps your automation takes in response (reorder apps to see more actions)
New Custom Event
Trigger new event when the configured types of events are triggered.
New Lead Status Change
Trigger new event when a Lead's status is changed
New Lead
Trigger new event when a new Lead is created
New Opportunity
Trigger new event when a new Opportunity is created
Add Person
Adds a new person.
Get Lead by ID
Get a lead by its ID.
Get person details
Get details of a person by their ID.
Remove Duplicate Notes
Remove duplicate notes from an object in Pipedrive. for.
Search Leads
Search for leads by name or email.
Search Notes
Search for notes in Pipedrive.
Search persons
Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs
Update Deal
Updates the properties of a deal.
Update Person
Updates an existing person in Pipedrive.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Close and Pipedrive?

Our Close and Pipedrive integration empowers sales teams to synchronize contacts, deals, and communication effortlessly between both platforms. Automate data transfer, eliminate manual entry, and gain a 360-degree view of your sales pipeline to close deals faster and smarter.

Connect
Close
and
Pipedrive
to streamline your company's workflows, automate tasks, and boost productivity.
Contact Sales

Frequently asked questions

What data syncs between Close and Pipedrive?

The integration syncs contacts, leads, deals, activities, and notes between Close and Pipedrive, ensuring your sales data is always up-to-date across both platforms.

Is the integration real-time or scheduled?

Data synchronization occurs in near real-time, allowing your team to access the latest information without delays.

Can I customize which fields are synced?

Yes, you can tailor the integration to sync only the fields relevant to your sales process, giving you full control over your data flow.

Do I need technical skills to set up the integration?

No technical expertise is required. Our user-friendly setup guides walk you through the process step-by-step for a hassle-free connection.

Will this integration improve my sales team's efficiency?

Absolutely. By automating data sync and providing a unified view of your sales pipeline, your team can focus more on selling and less on administrative tasks.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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