Skip to content

Connect Pipedrive and Salesforce to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Pipedrive with Salesforce - no code necessary. See how you can get setup in minutes.

100%
Help
Pipedrive logo
Pipedrive
Pipedrive logo
Pipedrive
1. Choose trigger event
Salesforce logo
Salesforce
Salesforce logo
Salesforce
2. Choose action
Pipedrive logo
1. Select the event
Setup
Test
Pipedrive logo
Pipedrive
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Pipedrive.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

You’re connected!

Zapier seamlessly connects Pipedrive and Salesforce, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

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

Make work flow with AI

Level up your Pipedrive to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

Practical ways you can use Pipedrive and Salesforce

Managing business analytics

Automate the gathering and visualization of key business performance metrics to improve data-driven decision-making.

Business Owner
Ticket management and resolution

Implement an automation process to handle incoming IT tickets, prioritize them, and provide solutions or escalate when necessary.

IT
Lead generation and nurturing

Streamline the process of capturing leads from various marketing channels and nurturing them through automated email campaigns.

Marketing & Marketing Ops

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.

  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreLearn moreHelpHelp
Related categories
Similar apps
Zoho CRM integrationsZoho CRM integrations
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell integrationsZendesk Sell integrations
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM integrationsAgile CRM integrations
Agile CRM
CRM (Customer Relationship Management)
salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreLearn moreHelpHelp
Related categories
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Pipedrive to Salesforce on the world's largest no-code automation platform

Google Logo Sign up with Google