Agile CRM + Pipefy Integration

Connect Agile CRM to Pipefy - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Pipefy automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Agile CRM + Pipefy integration.

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Ready Workflows For Agile CRM + Pipefy Integration

Just click on the workflow you want to automate

Create Pipefy card for new Agile CRM contact

Agile CRM + Pipefy Integration

Activate

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Create Your Own Agile CRM & Pipefy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation whenever a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation whenever a tag is added
Deal is created in Agile CRM
Triggers the automation whenever a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation whenever a deal milestone is changed
Task is created in Agile CRM
Triggers the automation whenever a new task is created
Event is created in Agile CRM
Triggers the automation whenever a new event is created
Case is created in Agile CRM
Triggers the automation whenever a new case is created
Card is created in Pipefy
Triggers the automation whenever a card is archived
Instant
Card is moved in Pipefy
Triggers the automation whenever a card is moved in the workflow
Instant
Card field is updated in Pipefy
Triggers the automation whenever a card field is updated
Instant
Card is completed in Pipefy
Triggers the automation whenever a card is marked as completed
Instant
Card gets late in Pipefy
Triggers the automation whenever a card gets late
Instant
Card is expired in Pipefy
Triggers the automation whenever a card expires
Instant
Card becomes overdue in Pipefy
Triggers the automation whenever a card is past its due date
Instant

Create contact in Agile CRM
Automatically adds a new contact to the database
Update contact in Agile CRM
Automatically updates contact information with new details
Add score to contact in Agile CRM
Automatically assigns a score to a contact
Add tag to contact in Agile CRM
Automatically assigns a tag to a contact
Create deal in Agile CRM
Automatically generates a new deal with
Create task in Agile CRM
Automatically creates a new task
Add note in Agile CRM
Automatically adds a note to the selected item
Search contact in Agile CRM
Automatically finds and retrieves contact information
Search company in Agile CRM
Automatically find information about a company
Create company in Agile CRM
Automatically generates a new company profile with given details
Subscribe to campaign in Agile CRM
Automatically subscribes to a campaign
Add event in Agile CRM
Automatically schedule an event
Update card field in Pipefy
Automatically updates fields on a card with new information
Create card in Pipefy
Automatically generates a new card for a task
Search card in Pipefy
Automatically searches for a card

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Agile CRM & Pipefy In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Pipefy With 1200+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

See Agile CRM Integrations

Pipefy allows businesses to run their workflows, processes and operations in one place. Get an overview of all your business's workflows from a single dashboard and have everything connected in real-time.

See Pipefy Integrations