Integrate Salesforce with Pipedrive

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

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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.

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

Pipedrive Integrations
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Best Salesforce and Pipedrive Integrations

  • Salesforce Integration Pipedrive Integration

    Salesforce + Pipedrive

    Add New Salesforce Contacts as People to Pipedrive Read More...
    Close
    When this happens...
    Salesforce Integration New Contact
     
    Then do this...
    Pipedrive Integration Create Person
    If you’re using more than one customer relationship management application, you might need to migrate contacts between them. Just connect the applications that you want to work together and do away with all that mundane work. Set up this Salesforce – Pipedrive integration and we'll handle the corresponding connect for you. Whenever you add a new contact on Salesforce, Appy Pie Connect will automatically add them as a person on Pipedrive.
    How this Salesforce – Pipedrive integration works
    • A new contact is created on Salesforce
    • Appy Pie Connect automatically adds them as a person on Pipedrive
    What You Need
    • A Salesforce account
    • A Pipedrive account
  • Salesforce Integration Pipedrive Integration

    Salesforce + Pipedrive

    Add a deal in Pipedrive on a new account in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Account
     
    Then do this...
    Pipedrive Integration Create Deal
    If you use Pipedrive as your CRM, and Salesforce for your sales pipeline, this integration will help you keep all of your contacts organized. It sends your Salesforce accounts to Pipedrive as deals, so that your sales team can convert them into customers. After setting this integration up, whenever a new account is added to your Salesforce, Appy Pie Connect automatically creates a corresponding deal in Pipedrive including every detail you need to carry over.
    How this Salesforce – Pipedrive integration Works
    • A new account is added in your Salesforce CRM
    • Appy Pie Connect adds that account to your Pipedrive account as a new deal
    For This Integration You Need
    • A Salesforce account
    • A Pipedrive account
  • Salesforce Integration Pipedrive Integration

    Salesforce + Pipedrive

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

    Salesforce + Pipedrive

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

    Salesforce + Pipedrive

    Create Activity to Pipedrive from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Pipedrive Integration Create Activity
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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.

  • 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 Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • 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.

  • 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 Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Pipedrive Integrations Work

  1. Step 1: Choose Salesforce 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 Pipedrive 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 Salesforce to Pipedrive.

    (2 minutes)

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