Pipedrive + Cleft Integrations
Put Pipedrive + Cleft to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Pipedrive and Cleft
See the kind of workflows teams build with Pipedrive and Cleft below — describe the exact one you want above and the Agent builds it on demand.
Pipedrive + Cleft
When a note is created in Cleft, attach the transcribed text as a note on a Pipedrive deal.
Generate and send contracts as deals advance
When a deal stage changes in Pipedrive, automatically populate a contract template in Cleft and send it to the client for signature.
See details
Advance deal stages when contracts are sent out
When a document is sent for signature in Cleft, automatically update the matching deal stage in Pipedrive to reflect ongoing negotiations.
See details
Sync meeting notes directly into sales logs
When a note is created or updated in Cleft, automatically append its contents to the corresponding contact or deal activity log in Pipedrive.
See details
Browse the full workflow library →
Looking to achieve something else with Pipedrive and Cleft?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Pipedrive and Cleft
Everything Pipedrive and Cleft can do inside a workflow — the triggers that start one and the actions that run when it fires.
Pipedrive Explore Pipedrive →
Pipedrive is a web-based sales pipeline and CRM tool designed to help sales teams manage leads and deal flows.
TriggersTriggers when an activity newly matches a Pipedrive filter for the first time.
Triggers when a new activity is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a new deal is created.
Triggers when a lead is created.
Triggers when a new comment is added to a note.
Adds a discount to an existing deal.
Adds an existing label to an existing person.
Adds one or more products to a deal. You can add a single product or multiple products at once. (with line item support)
Add product variation to a product.
Creates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
Creates a new deal.
Cleft Explore Cleft →
Cleft is an AI-powered voice note application that converts spoken thoughts into structured, organized written notes and summaries.
TriggersTriggers when a comment or reply is created.
Triggers when a note is created.
Triggers when a note is published (its public link is turned on).
Triggers when a note is unpublished (its public link is turned off).
Triggers when tags are added to or removed from a note.
Triggers when a note is updated.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
APITemplate.io
APITemplate.io is an image and PDF document generation platform that allows users to create automated documents using pre-designed templates.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
CloudPDF
A cloud-based document hosting platform designed to store, manage, display, and analyze PDF documents on web applications.
Clust
Clust is document collection and client portal software designed to streamline document gathering and client onboarding.
Collected Notes
Collected Notes is a simple note-taking and publishing application that allows users to create, organize, and share plain text notes.
CraftMyPDF.com
CraftMyPDF is an automated document generation service that creates PDF files and images from custom HTML templates.
DocDroid
An online document sharing platform that allows users to upload, view, and share documents in various formats.
DocMerger
DocMerger is a document processing service that automates merging multiple document files into unified PDF and Word files.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Pipedrive + Cleft
Is there a pre-built Pipedrive + Cleft automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Pipedrive and Cleft's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Pipedrive or Cleft connector?
No. The Agent works whether or not Pipedrive or Cleft already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Can moving a deal stage send a document for signature?
Yes, changing a deal stage in Pipedrive can automatically create a document from a template in Cleft and dispatch it for signature.
How do document signature updates affect CRM deals?
When a document is sent for signature in Cleft, you can automatically update the deal stage or log activity in Pipedrive to keep pipeline tracking current.