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
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
Pipedrive + SalesforceCreate Custom Object to Salesforce from New Deal in Pipedrive Read More...
Pipedrive + SalesforceUpdate Contact in Salesforce when New Deal is created in Pipedrive Read More...
It's easy to connect Pipedrive + Salesforce without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing organization.
Updates an existing person.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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.
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.
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.