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Zapier makes it easy to integrate Pipedrive with Salesforce - no code necessary. See how you can get setup in minutes.
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Pipedrive
Pipedrive
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Pipedrive
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" 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.
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.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Pipedrive and Salesforce with AI agents and code
Beyond Zap workflows. Call Pipedrive and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Pipedrive and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Discount to Deal
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Pipedrive and Salesforce
Sync new deals to Salesforce
When a new deal is closed in Pipedrive, Zapier automatically creates a record for the deal in Salesforce. This keeps the CRM up-to-date and ensures sales analytics and reporting are comprehensive.
When a record such as a Contact or Deal is updated in Pipedrive, Zapier updates the corresponding record in Salesforce. This ensures the account data is consistent across platforms, saving time for manually reconciling information.
When a Lead is created in Salesforce, Zapier adds it as a Lead in Pipedrive. This ensures the sales team has quick and centralized access to leads, improving response times and strategy alignment.
Learn how to automate Pipedrive on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
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.
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.
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.
