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How to connect Contacts+ and Pipefy
Create a New Scenario to Connect Contacts+ and Pipefy
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Pipefy will be your first step. To do this, click "Choose an app," find Contacts+ or Pipefy, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Pipefy Node
Next, click the plus (+) icon on the Contacts+ node, select Pipefy from the list of available apps, and choose the action you need from the list of nodes within Pipefy.
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Authenticate Pipefy
Now, click the Pipefy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipefy settings. Authentication allows you to use Pipefy through Latenode.
Configure the Contacts+ and Pipefy Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Contacts+ and Pipefy Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Pipefy
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, Pipefy, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Contacts+ and Pipefy integration works as expected. Depending on your setup, data should flow between Contacts+ and Pipefy (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and Pipefy
Contacts+ + Pipefy + Slack: When a new contact is created in Contacts+, a corresponding card is automatically created in Pipefy to track the contact's progress. A notification is then sent to a dedicated Slack channel to alert the team about the new contact and its associated Pipefy card.
Pipefy + Contacts+ + Gmail: When a card in Pipefy is moved to the 'Done' stage, the contact details associated with that card are updated in Contacts+. Subsequently, an email notification is sent via Gmail to confirm the completion of the card and the associated contact update.
Contacts+ and Pipefy integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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About Pipefy
Orchestrate Pipefy process management inside Latenode for end-to-end automation. Trigger flows on card changes, create new cards from external data, and sync Pipefy data with other apps. Bypass manual updates and build complex workflows using visual tools, code, or AI — without step limits or vendor lock-in.
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FAQ Contacts+ and Pipefy
How can I connect my Contacts+ account to Pipefy using Latenode?
To connect your Contacts+ account to Pipefy on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Pipefy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Pipefy cards from new Contacts+ contacts?
Yes, you can! Latenode automates this, instantly creating Pipefy cards for new Contacts+ contacts. This streamlines workflows, saving time and improving team efficiency.
What types of tasks can I perform by integrating Contacts+ with Pipefy?
Integrating Contacts+ with Pipefy allows you to perform various tasks, including:
- Create new Pipefy cards when a new contact is added to Contacts+.
- Update contact information in Contacts+ based on Pipefy card updates.
- Sync contact details between Contacts+ and Pipefy in real time.
- Trigger Pipefy actions when a contact reaches a milestone in Contacts+.
- Generate reports combining data from Contacts+ and Pipefy.
How do I handle duplicate contacts when syncing Contacts+?
Latenode offers robust duplicate detection using advanced matching logic. Customize rules to merge or flag duplicates, ensuring data integrity across systems.
Are there any limitations to the Contacts+ and Pipefy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits imposed by Contacts+ and Pipefy APIs can affect performance.
- Initial data synchronization can take time for large datasets.
