Client message → CRM lead → project task
A WhatsApp message from a prospect creates a HubSpot lead. A request from an existing client creates a Monday task.
Agencies
Capture for agencies teams.
Agencies juggle 8+ clients, each with their own tools, channels, and workflows. CreatePipe routes captures to the right destination per client — automatically.
6 hrs
saved per PM per week
8+
clients per workspace
0
forgotten requests
Real workflows for Agencies teams.
Three of the highest-impact patterns we see across Agencies customers.
Per-client routing rules
CreatePipe knows that messages from Client A go to Asana; from Client B go to Notion. No per-capture decisions.
Shared capture history
Every PM sees what was captured for their accounts. No more "did we log that?"
Why Agencies teams pick CreatePipe
Agencies workflows live in tabs — chats, dashboards, support threads, product analytics. The capture moment happens anywhere except inside your CRM or ticketing tool, which means structured records depend on humans remembering to log them later. CreatePipe closes that gap by letting any moment of intent become a record in your existing system in three seconds, without leaving the page.
For Agencies teams specifically, that means convert client conversations into pipeline and execution. The result: cleaner pipeline data, faster bug-to-fix cycles, and follow-ups that don't slip.
Agencies — frequently asked
How do Agencies teams use CreatePipe?
Agencies juggle 8+ clients, each with their own tools, channels, and workflows. CreatePipe routes captures to the right destination per client — automatically. Common patterns: Client message → CRM lead → project task; Per-client routing rules; Shared capture history.
Which CRMs does CreatePipe support for Agencies teams?
HubSpot, Pipedrive, Zoho CRM, Freshsales, and Monday for CRM workflows. Jira, Linear, GitHub Issues, Trello, Asana, ClickUp, and Notion for ticketing and tasks. Plus a universal webhook for any HTTP endpoint.
Is CreatePipe a good fit for small Agencies teams?
Yes. CreatePipe is free forever for individuals with unlimited captures and one connected destination — perfect for solo operators and small agencies teams. The Pro plan ($12/mo) adds unlimited destinations and AI-pre-fill.
How does CreatePipe handle privacy and data residency?
CreatePipe is local-first: captures live in your browser until you push them. SOC 2 Type II compliant. EU users' data routes via EU endpoints with full GDPR support and DPA available on request.
Get started
Stop losing work in conversations, tabs, and screenshots.
Add CreatePipe to Chrome and turn what you see into structured CRM, ticketing, and task data — instantly.
No credit card · Free forever plan · Works on Chromium browsers