How to Use Pipefy Integrations

Pipefy integrations in Latenode let you monitor pipes and cards. Trigger workflows from new or updated records. You can also create cards. This means you can tie project updates to other apps. Think automated notifications, database updates, and custom reports.

Here's How to Use Pipefy integration in Latenode:

• Add Pipefy Node: Find Pipefy in the integrations panel and add it to your flow.
• Connect Account: Authenticate using your Pipefy account credentials.
• Pick Your Event: Select a trigger like "New Card" or "Phase Update."
• Map Data Fields: Pass Pipefy data to other nodes in your workflow.

With these actions, you can send new lead data to your CRM. You can also create help desk tickets from specific project phase changes. Plus, you can update financial dashboards when projects reach key stages. This makes data flow seamlessly between Pipefy and other apps.

• Faster Response Times: Get alerts when projects need attention in Pipefy.
• Data Consistency: Ensure data is the same across all your business applications.
• Better Project Visibility: Track project progress via automated status reports.

• Customer Support: When a ticket is created in Zendesk, a card is generated in Pipefy. This helps track and manage support requests efficiently.
• Project Management: Update Asana tasks when cards move stages in Pipefy. This keeps project progress synchronized across platforms.
• Marketing: New leads from Facebook Lead Ads create Pipefy cards. This automation manages lead follow-up within defined processes.
• HR: Trigger BambooHR updates when candidates reach stages in Pipefy. Keep employee records current based on hiring workflow.
• Finance: Create QuickBooks invoices from Pipefy when projects complete. Automate billing and accounting tasks seamlessly.

Best integrations for Pipefy 2025

These integrations extend Pipefy. They add capabilities for data, comms, and advanced workflows.

Google Sheets

Sync Pipefy data to Google Sheets for analysis or custom reports. Update sheets when cards change states. Use sheets as a source of truth. Import data to create or update records. This helps manage data outside Pipefy.

Slack

Send Slack messages for new cards or updates. Create Pipefy cards directly from Slack. Keep teams updated on project statuses. Improve collaboration and speed up responses. Ensure everyone stays informed without leaving Slack.

Gmail

Create Pipefy cards from new emails. Extract key details to populate fields. Send automated emails when cards reach certain stages. Track email communication within Pipefy. This integration improves lead response and data capture.

Google Calendar

Create calendar events from Pipefy cards. Schedule meetings or deadlines. Update events when card dates change. Keep project timelines aligned with schedules. Avoid missed deadlines and ensure better time management.

Jira

Create Jira issues from Pipefy cards. Sync status updates between platforms. Link development tasks to project workflows. Improve communication between teams. Align project progress with software development cycles.

HubSpot

Create or update HubSpot contacts from Pipefy. Sync deal stages with Pipefy card statuses. Automate marketing workflows based on project progression. Improve sales and marketing alignment. Nurture leads as they move through Pipefy.

Salesforce

Create Salesforce records from Pipefy cards. Update opportunities when card statuses change. Sync customer data between platforms. Automate sales processes. Improve data consistency and reduce manual data entry.

Microsoft Teams

Send Teams messages for Pipefy updates. Create Pipefy cards from Teams channels. Share key information with relevant teams. Improve team communication and visibility. Keep everyone informed within their preferred platform.

Airtable

Sync data between Pipefy and Airtable bases. Use Airtable for advanced data manipulation. Create Pipefy cards from Airtable records. Extend Pipefy's data management capabilities. Combine structured project data with flexible databases.

Webhook

Send data to any application with a webhook. Trigger custom workflows based on Pipefy events. Integrate with platforms not directly supported. Extend Pipefy’s functionality with flexible connections. Build custom integrations for unique needs.

• Gmail. When new emails match project criteria, create Pipefy cards to manage related tasks and approvals.
• HubSpot. Create Pipefy deals when new leads reach a qualification stage, ensuring process adherence.
• Jira. Sync Pipefy tasks with Jira issues, keeping development and project teams aligned on progress.
• Google Sheets. Update Pipefy records from rows to keep data current in project status reports.
• Slack. Send Pipefy updates into channels for project milestones, approvals, or delays.
• Airtable. Populate Pipefy with new records from synced tables to trigger project workflows automatically.
• Typeform. Create Pipefy cards from new entries for task assignment and tracking.
• Microsoft Teams. Post Pipefy card updates to channels, keeping the team notified of project progress.

What is a Pipe in Pipefy?

A Pipe represents a workflow, like a sales process or project management system. Each pipe is made of phases that cards move through, automating processes and tracking progress from start to finish.

How do I create a new Pipe?

To create a new pipe, click the "+" icon on your dashboard, name your pipe, customize the phases to match your specific workflow, and invite team members. Start streamlining your work today!

Can I integrate Pipefy with other tools?

Yes, Pipefy offers integrations with many popular tools like Google Workspace, Slack, and other platforms via Zapier, enabling you to connect your workflows and automate data transfer seamlessly.