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Connect Pipedrive and SQL Server to unlock the power of automation

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Zapier makes it easy to integrate Pipedrive with SQL Server - no code necessary. See how you can get setup in minutes.

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Pipedrive
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Pipedrive
1. Choose trigger event
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SQL Server
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SQL Server
2. Choose action
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1. Select the event
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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 "Create Custom Query" in SQL Server.

You’re connected!

Zapier seamlessly connects Pipedrive and SQL Server, 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.

    • 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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Practical ways you can use Pipedrive and SQL Server

Log new deals into SQL Server

When a new deal is created in Pipedrive, Zapier will automatically log the deal details as a new row in SQL Server. This ensures your sales CRM and database remain aligned, reducing the need for dual entry and minimizing errors caused by manual tracking.

Business Owner
Try it
Track database updates in Pipedrive

When a new or updated row is added to an SQL Server database, Zapier can automatically create a corresponding activity in Pipedrive. This enables IT teams to ensure data in Pipedrive reflects recent database updates.

IT
Create database records for new Pipedrive leads

Whenever a new lead is created in Pipedrive, Zapier will add a new row with the relevant lead details in SQL Server. This streamlines the lead management process and ensures sales data is readily available for analysis.

Sales Ops

Learn how to automate Pipedrive on the Zapier blog

Learn how to automate SQL Server on the Zapier blog

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Frequently Asked Questions about Pipedrive + SQL Server integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and SQL Server

What is required to integrate Pipedrive with SQL Server?

To integrate Pipedrive with SQL Server, you'll need accounts on both platforms and a middleware tool like Zapier. Our integration supports real-time syncing where Pipedrive can trigger updates in SQL Server based on predefined actions such as adding a new deal or updating contact information.

How does data synchronization work between Pipedrive and SQL Server?

Data synchronization works through triggers set up in Pipedrive that activate specific actions in SQL Server. For instance, creating a new contact in Pipedrive can automatically insert a corresponding record into SQL Server. We ensure data consistency by allowing real-time data exchange based on these triggers.

Can I customize the fields that are synchronized between the two systems?

Yes, you can customize which fields are synchronized. During the setup of triggers and actions, you can map specific fields from Pipedrive to corresponding fields in SQL Server, enabling precise control over your data flow.

What kinds of triggers are available for this integration?

We support various triggers such as 'New Deal', 'Updated Deal', 'New Person', and 'Updated Person' in Pipedrive. These triggers can initiate actions like inserting or updating records within your SQL Server database as per your configuration.

How do we handle potential data conflicts during synchronization?

Our system allows you to define rules for handling data conflicts. For example, if a record is updated simultaneously on both ends, you can choose whether the latest update or the server update takes precedence.

Are there any limitations on the number of records that can be synced?

There might be limitations based on your subscription plan for our middleware service and API restrictions from Pipedrive or SQL Server. However, our framework is designed to handle large volumes efficiently with appropriate batching techniques if necessary.

What should I do if I encounter issues during integration setup?

If issues arise during setup, we recommend reviewing your trigger and action configurations for any errors first. Our support team is also available to assist with troubleshooting specific issues related to API connections or field mappings.

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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 SQL Server
SQL server (or MS SQL) is a top of the line database geared for the cloud
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