Pipedrive
Close

Pipedrive and Close Integration

Seamlessly connect Pipedrive and Close to streamline your sales process and boost productivity.

Explore Triggers and Actions

New Deal (Instant)
Trigger new event when a new deal is created.
New Person (Instant)
Trigger new event when a new person is created.
Deal Updated (Instant)
Trigger new event when a deal is updated.
Lead Updated (Instant)
Trigger new event when a lead is updated.
Person Updated (Instant)
Trigger new event when a person is updated.
Create Lead
Creates a lead.
Custom Action
Makes an arbitrary call to the Close API.
Search Leads
Search leads with a given field and word.
Update Lead
Updates a lead.

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 Pipedrive and Close?

Our integration between Pipedrive and Close enables sales teams to synchronize contacts, deals, and communications effortlessly. By linking these two powerful CRMs, you can automate data flow, reduce manual entry, and gain a unified view of your sales pipeline, helping you close deals faster and smarter.

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

Frequently asked questions

What data syncs between Pipedrive and Close?

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

How often does the data sync occur?

Data synchronization happens in real-time, so any updates made in one CRM are quickly reflected in the other without delay.

Do I need technical skills to set up the integration?

No technical skills are required. Our user-friendly setup wizard guides you through connecting your Pipedrive and Close accounts in just a few clicks.

Can I customize which data fields are synced?

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

Is my data secure during synchronization?

Absolutely. We use industry-standard encryption and security protocols to protect your data throughout the sync process, ensuring your information remains confidential and safe.

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