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Pipedrive + Salesforce

Pipedrive + Salesforce

Pipedrive + Salesforce integrations

Update Salesforce records when new Pipedrive deals match a filter

Effortlessly keep your sales data up-to-date with this automation that connects Pipedrive and Salesforce. When a deal matches a specific filter in Pipedrive, this workflow will update the corresponding record in Salesforce. Enhance your sales process and ensure accurate data by seamlessly connecting these powerful sales platforms.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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More things you can do with Pipedrive and Salesforce

Discover other triggers and actions you can use with Pipedrive and Salesforce

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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