Pipedrive + Salesforce

Update Pipedrive deals when Salesforce records are updated

Keep your deals up-to-date by creating an efficient workflow between Salesforce and Pipedrive. With this automation, every time a record is updated in Salesforce, the corresponding deal in Pipedrive will be updated as well. This ensures your sales pipeline is always accurate, saving you time and effort spent on manual syncs while helping you stay organized and focused on closing deals.

Keep your deals up-to-date by creating an efficient workflow between Salesforce and Pipedrive. With this automation, every time a record is updated in Salesforce, the corresponding deal in Pipedrive will be updated as well. This ensures your sales pipeline is always accurate, saving you time and effort spent on manual syncs while helping you stay organized and focused on closing deals.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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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 moreHelp

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  • CRM (Customer Relationship Management)

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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