Integrate Pipedrive with Salesforce to automate your work
How Zapier works
Zapier makes it easy to integrate Pipedrive with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Pipedrive
Setup an action from Salesforce
That’s it! You just connected Pipedrive to Salesforce
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Set up your first integration
Quickly connect Pipedrive to Salesforce with a Zapier template.
Our most popular template
Frequently Asked Questions about Pipedrive + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and Salesforce
How do I set up a Pipedrive to Salesforce integration?
You can set up an integration by creating a Zap that connects your Pipedrive and Salesforce accounts. Start by selecting triggers such as 'New Deal' in Pipedrive and choose corresponding actions like 'Create Record' in Salesforce. Follow our step-by-step guide to map the fields correctly, ensuring seamless data transfer.
What triggers are available for the Pipedrive integration with Salesforce?
Available triggers include 'New Deal', 'Updated Deal', and 'Deal Matching Filter' in Pipedrive. These can activate various actions in Salesforce, such as creating or updating records, which helps keep your CRM data synchronized.
Can I customize field mappings between Pipedrive and Salesforce?
Yes, during the integration setup, you can customize how fields from Pipedrive map to fields in Salesforce. This flexibility allows you to ensure that important information is transferred accurately between systems based on your specific requirements.
Do I need any technical skills to integrate Pipedrive with Salesforce?
No technical skills are required to set up the integration. Our user-friendly interface guides you through selecting triggers from Pipedrive and matching them with appropriate actions in Salesforce, simplifying the setup process.
Are real-time updates possible when integrating Pipedrive with Salesforce?
Yes, by using triggers like 'Updated Deal' in Pipedrive, any changes made can immediately initiate actions in Salesforce such as updating records. This real-time capability ensures both platforms reflect the most current data.
What should I do if data isn't syncing properly between Pipedrive and Salesforce?
If you encounter syncing issues, first check if the correct triggers and actions are set up. Also verify that field mappings align correctly between systems. Reviewing error logs may provide insights into connectivity problems that need addressing.
Is it possible to integrate multiple pipelines from Pipedrive into one Salesforce account?
Yes, our integration supports managing multiple pipelines. You can create separate Zaps for each pipeline trigger or use filters within a single Zap to direct different pipeline activities into one centralized account on Salesforce.
Connect Pipedrive and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Connect Pipedrive and Salesforce to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
