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Pipedrive + Salesforce

Pipedrive + Salesforce

Pipedrive + Salesforce integrations

Create Salesforce records from new Pipedrive filters with matching activities

Streamline your sales process by instantly creating Salesforce records when specific activities occur in Pipedrive. With this integration, whenever an activity matches your chosen filter in Pipedrive, a new record will be created in Salesforce, ensuring your data stays up-to-date and enabling seamless collaboration between your sales teams. Say goodbye to manual data entry and focus on closing deals with this efficient workflow.

  1. When this happens...
    Activity Matching Filter
    Activity Matching Filter
    Activity Matching FilterTriggers when an activity newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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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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