?>

Pipedrive + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
Salesforce Alternatives

Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

  • Zoho CRM Zoho CRM
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Pipedrive + Salesforce

  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    Close
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Lead to Salesforce from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Salesforce Create Lead
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Custom Object to Salesforce from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Salesforce Create Custom Object
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Contact to Salesforce from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Salesforce Create Contact
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Update Contact in Salesforce when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Salesforce Update Contact
  • Pipedrive {{item.actionAppName}}

    Pipedrive + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Pipedrive + Salesforce in easier way

It's easy to connect Pipedrive + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Pipedrive & Salesforce Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Pipedrive to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and Salesforce

Pipedrive is an all-in-one sales management software. It allows tracking of leads, contact, pipeline, and other important aspects of the sales process. The software is built with the aim to improve the efficiency of sales representatives by giving them an accurate view of their performance. Pipedrive was developed by Finnish company known as Pipedrive Software Ltd. It is a cloud-based application that can be accessed through browsers or mobile devices. Pipedrive has its headquarters in Helsinki, Finland, with additional offices in London, Singapore, and United States. The company was established in 2011 and currently has over 150 salesman working for it. The company received $12 million in its first round of funding in 2013.

Pipedrive Salesforce Integration

Salesforce is a customer relationship management (CRM. product offered by Salesforce.com Inc. It allows several departments, such as sales, marketing, support, and service to cplaborate on customer data. Salesforce comes with pre-built applications like lead management, deal management, email marketing, case management, and other important features. The company was founded in 1999 by Parker Harris and Marc Benioff who were the first employees of the company. The headquarters of Salesforce is located in San Francisco, California, with additional offices in cities including Tokyo, Sydney, London, Beijing, and Toronto. As of 2016, Salesforce had more than 100 thousand customers from nearly 175 countries around the globe with over 37 thousand employees.

Integration of Salesforce and Pipedrive allows many users to access information related to a single customer from different locations and devices. For example, sales representatives can have access to sales pipeline and sales reports available on their mobile devices even when they are away from their desks. Customers can also have access to their profiles on mobile devices. This integration saves time by reducing the number of steps a user needs to perform for a particular function.

Integration of Pipedrive and Salesforce

Pipedrive integrates with Salesforce CRM through a third-party app called CRM2Pipedrive that automatically updates contacts from CRM into Pipedrive. The CRM2Pipedrive app is free however it requires a paid subscription to both CRM2Pipedrive and Pipedrive. Therefore, the company must pay a certain fee for using this app. However, if a user already has a premium account with either CRM2Pipedrive or Pipedrive then there is no need for a separate account for this app.

Benefits of Integration of Pipedrive and Salesforce

The benefits of integrating Pipedrive with Salesforce include:

Sales reps can easily keep track of their activities through real-time dashboards and reports available on their mobile devices. This allows easy monitoring of what is happening on the field and gives managers an opportunity to take corrective actions immediately if necessary. Sales reps can access contacts and other important details of their prospects whenever they need them without having to leave their desktops. This makes the whpe process more streamlined and helps save time and money where possible. Customer profiles can be accessed directly from any device that has internet access which means that customers do not have to spend time filling out forms again and again each time they want some additional information from the company. Managers can keep tabs on how their team members are performing through real-time graphs and charts available on their mobile devices. This allows managers to take action as soon as they see that some team members are not performing as well as expected. Managers can monitor the overall performance of their teams by checking out reports and dashboards available on their mobile devices. This helps managers make timely decisions which can help boost the performance of individual team members as well as the entire team as a whpe. Customers can request for additional information or services directly from their mobiles or tablets which means that companies do not have to wait until the customers visit their office or call them for information. The system is entirely integrated so customers can access their accounts anywhere they are without having to go through multiple steps to get the information they need. This can be especially useful if customers are looking for support or are looking for additional information about products or services that are specific to them.

The process to integrate Pipedrive and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.