Connect Pipedrive to Salesforce
Move data between Pipedrive and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.
- Pipedrive triggers
- 14
- Pipedrive actions
- 30
- Salesforce triggers
- 9
- Salesforce actions
- 27
Automation ideas
What you can build with Pipedrive and Salesforce
A few flows teams run between Pipedrive and Salesforce. Use one as a starting point, or build your own from scratch.
New Person in Pipedrive creates Add Contact to Campaign in Salesforce
Triggers when a new person is created
New Case Attachment in Salesforce creates Add Follower in Pipedrive
Fires when a new Attachment or File is added to any Case record.
New Person in Pipedrive creates Add File to Record in Salesforce
Triggers when a new person is created
New Case Attachment in Salesforce creates Retrieve a Note in Pipedrive
Fires when a new Attachment or File is added to any Case record.
New Person in Pipedrive creates Add Lead to Campaign in Salesforce
Triggers when a new person is created
New Case Attachment in Salesforce creates Create Note in Pipedrive
Fires when a new Attachment or File is added to any Case record.
Questions, answered
No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.
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Triggers and actions for Outseta CRM and Billing
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More ways to automate Salesforce
View SalesforceSalesforce + HubSpot
Powerful CRM that offers tools for sales, customer service, and marketing automation.
Salesforce + Wedof
Automatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)
Salesforce + NinjaPipe
NinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.
Salesforce + Outseta
Triggers and actions for Outseta CRM and Billing
Salesforce + Housecall Pro
Manage your home service business with Housecall Pro CRM integration