Clientjoy + Pipefy Integration

Connect Clientjoy to Pipefy - Automate your workflows in 1-click

Make use of Clientjoy 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. And automate all the repetitive tasks between Clientjoy & Pipefy using Integrately.

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Ready Workflows For Clientjoy + Pipefy Integration

Just click on the workflow you want to automate

Create Pipefy card for new Clientjoy contact

Clientjoy + Pipefy Integration

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Create Your Own Clientjoy & Pipefy Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Lead is created in Clientjoy
Triggers the automation whenever a new lead is created
Instant
Customer is created in Clientjoy
Triggers the automation whenever a new customer is created
Instant
Invoice is created in Clientjoy
Triggers the automation whenever any invoice is added or modified
Invoice is paid in Clientjoy
Triggers the automation whenever an invoice is marked as paid
Instant
Proposal is created in Clientjoy
Triggers the automation whenever a new proposal is created
Proposal is send in Clientjoy
Triggers the automation whenever a proposal is sent
Instant
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 lead in Clientjoy
Automatically generates new leads for potential customers
Create customer in Clientjoy
Automatically adds a new customer to the database
Create Invoice in Clientjoy
Automatically generates invoices for sales transactions
Create proposal in Clientjoy
Automatically generates a new proposal
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

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2,000 Tasks

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Integrate Clientjoy & Pipefy In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Clientjoy or Pipefy With 1200+ Other Apps

Clientjoy is a web based CRM software for agencies that helps you manage your client's lifecycle from being a lead, to providing proposals and contracts, taking payments online and delivering results.

See Clientjoy 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