STEP 1
Connect Close CRM and Pipedrive
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Close CRM and Pipedrive Integration
Connect Close CRM and Pipedrive to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Close CRM and Pipedrive
Detailed info you need to know about Close CRM and Pipedrive integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Close CRM to Pipedrive
Set up your Close CRM and Pipedrive integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Close CRM and Pipedrive nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Close CRM and Pipedrive. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Close CRM and Pipedrive work in WEXTL?
WEXTL exposes actions and triggers for Close CRM and Pipedrive that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Close CRM triggersPipedrive actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List Email ThreadsLists email threads.
- List EmailsRetrieves a list of emails.
- List Form SubmissionsLists form submissions.
Pipedrive modules
- Add a Call LogAdds a call log.
- Add a ChannelAdds a channel.
- Add a Comment to a NoteAdds a comment to a note.
- Add a Follower to a DealAdds a follower to a deal.
- Add a Follower to a PersonAdds a follower to a person.
- Add a Follower to a ProductAdds a follower to a product.
- Add a LeadAdds a lead.
- Add a New ActivityAdds a new activity.
- Add a New GoalAdds a new goal.
- Add a New UserAdds a new user.
- Add a NoteAdds a note.
- Add a Participant to a DealAdds a participant to a deal.
- Add a ProjectAdds a project.
- Add a TaskAdds a task.
- Add DealAdds a new deal.
- Add Deal DiscountAdds deal discount.
- Add Deal InstallmentAdds deal installment.
- Add FileAdds a new file.
- Add PersonAdds a new person.
- Add Person PictureAdds person picture.
- Add ProductAdds a new product.
- Add Product ImageAdds product image.
- Add Product to DealAdds product to deal.
- Add Product VariationAdds product variation.
- Archive a ProjectArchives a project.
- Attach an Audio File to the Call LogAttaches an audio file to the call log.
- Convert Deal to LeadConverts deal to lead.
- Convert Lead to DealConverts lead to deal.
- Create a Remote File and Link It to an ItemCreates a remote file and link it to an item.
- Delete a Call LogDeletes a call log.
- Delete a ChannelDeletes a channel.
- Delete a Comment Related to a NoteDeletes a comment related to a note.
- Delete a ConversationDeletes a conversation.
- Delete a FileDeletes a file.
- Delete a Follower from a DealDeletes a follower from a deal.
- Delete a Follower from a PersonDeletes a follower from a person.
- Delete a Follower from a ProductDeletes a follower from a product.
- Delete a LeadDeletes a lead.
- Delete a NoteDeletes a note.
- Delete a Participant from a DealDeletes a participant from a deal.
- Delete a ProjectDeletes a project.
- Delete a TaskDeletes a task.
- Delete an ActivityDeletes an activity.
- Delete DealDeletes an existing deal.
- Delete Deal DiscountDeletes deal discount.
- Delete Deal InstallmentDeletes deal installment.
- Delete Existing GoalDeletes existing goal.
- Delete Mail ThreadDeletes mail thread.
- Delete PersonDeletes an existing person.
- Delete Person PictureDeletes person picture.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Close CRM and Pipedrive integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Close CRM and Pipedrive.
Connect your Close CRM and Pipedrive accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Close CRM's "Watch Activities" fires, WEXTL can "Add a Call Log" in Pipedrive. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); Pipedrive has 172 actions (including Add a Call Log, Add a Channel, and Add a Comment to a Note). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Close CRM-to-Pipedrive automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Close CRM (or Pipedrive) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Close CRM + Pipedrive automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Close CRM and Pipedrive integration.
- Close CRM and Pipedrive integration source code, module specs and credentials implementation.
- Our Close CRM and Pipedrive integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM and Pipedrive — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Close CRM integration information
- Pipedrive integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library