Pipedrive + Salesforce

Create Pipedrive notes for new Salesforce outbound messages

Stay organized and never miss any information from your Salesforce outbound messages with this handy workflow. When a new outbound message is sent in Salesforce, a note will be created in Pipedrive, ensuring all crucial data is captured and easily accessible. Save time and maintain consistency by automating this process, allowing you to focus on more important tasks.

Stay organized and never miss any information from your Salesforce outbound messages with this handy workflow. When a new outbound message is sent in Salesforce, a note will be created in Pipedrive, ensuring all crucial data is captured and easily accessible. Save time and maintain consistency by automating this process, allowing you to focus on more important tasks.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    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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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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  • 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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