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Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Do much more by connecting Pipedrive and Salesforce.
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Connect Pipedrive and Salesforce the way you want. Start by selecting the trigger and action events listed here.
New Deal
Triggers when a new Deal is created
Updated Deal
Triggers when an existing Deal is updated
Won Deal
Triggers when a Deal is won
New Activity
Triggers on new Activity linked to a Person, an Organization or a Deal
New Product
Triggers when a new Product is created
New Person
Triggers when a new Person is added
Deal enters a stage
Triggers when a Deal enters a particular Stage
Lost Deal
Triggers when a Deal is lost
Updated Deal Stage
Triggers when a deal stage gets updated. Optionally filter with current and new stages.
Deal Matches Filter
Triggers when a deal matches a selected pipedrive filter
New Organization
Triggers when a new Organization is added
New Note
Triggers when a new Note is added to a Person, an Organization or a Deal
Updated Organization
Triggers when an existing Organization's details are updated
Updated Person
Triggers when an existing Person's details are updated
Activity Matches Filter
Triggers when an activity matches a selected pipedrive filter
New Contact
Triggers when there is a new Contact
New Custom Object
Triggers when there is a new Custom Object (of the type selected) is created
New Lead
Triggers when there is a new Lead
Updated Opportunity
Triggers when an existing Opportunity is updated
New Opportunity
Triggers when there is a new Opportunity
New Task
Triggers when there is a new Task
New Account
Triggers when there is a new Account
Updated Opportunity Property
Triggers when an existing Opportunity's property is updated
New Event
Triggers when there is a new Event
Updated Lead
Triggers when an existing Lead is updated
Updated Account
Triggers when an existing Account is updated
Updated Custom Object
Triggers when an existing Custom Object is updated
Updated Contact
Triggers when an existing Contact is updated
Updated Contact Property
Triggers when an existing Contact's property is updated
Updated Account Property
Triggers when an existing Account's property is updated
New Case
Triggers when there is a new Case
New Note
Triggers when there is a new Note
Updated Opportunity Stage
Triggers when an existing Opportunity's Stage is changed
New Case Comment
Triggers when there is a new Comment on a Case
Add or Update a Contact
Creates a new Contact or updates an existing Contact
Add or Update a Lead
Creates a new Lead or updates an existing Lead
Add or Update an Account
Creates a new Account or updates an existing Account
Add or Update a Custom Object
Creates a new Custom Object or updates an existing Custom Object
Add or Update an Event
Creates a new Event or updates an existing Event
Add a Note
Creates a new Note
Add or Update an Opportunity
Creates a new Opportunity or updates an existing Opportunity
Add or Update a Task
Creates a new Task or updates an existing Task
Add a Campaign Member
Creates a new Campaign Member (Existing Lead or Contact)
Add or Update a Case
Creates a new Case or updates an existing Case
Search a User
Search Users
Get Account of a Contact
Get Accountof a Contact
Add a Call Log
Creates a new Call log
Get Contacts for a Opportunity
Get Contacts for Opportunity
Search an Account
Search Accounts
Search a Task
Search Tasks
Search an Opportunity
Search Opportunities
Search a Contact
Search Contacts
Search a Custom object
Search Custom Objects
Search an Event
Search Events
Search a Lead
Search Leads
Get Opportunities of a Contact
Get Opportunity for Contact
Search a Folder
Search Folders
Search a Case
Search Cases
Search a Campaign
Search Campaigns
Add an Activity
Add a new Activity (Call, Meeting, Task, Deadline, Email) linked to a Deal, Person or Organization
Add a Deal
Add a Deal using its title
Add or Update a Person
Add or Update a Person using their Name
Add a Note
Add a Note to a Person, Deal or Organization
Add an Organization
Add an Organization using its Name
Update an Organization
Update an existing Organization using Organization Id
Add a Product to a Deal
Add a Product to an existing Deal using the Deal ID.If the Product does not exist,a new Product is created
Add Follower
Adds a follower to a deal, organization or person
Get Contact(s) for Deal
Get Contact(s) for specified Deal
Add Product
Adds a new product
Update Deal
Update a Deal using its Deal ID
Get Deal(s) for Contact
Get Deal(s) for specified Person
Search an Organization
Search for an Organisation based on Pipedrive ID of the Organization or Organization name
Search a Person
Search for a Person based on Pipedrive ID of Person or Email Address or Name of the Person
Search a Deal
Search for a Deal based on Pipedrive ID of the Deal or Deal Name
Search Activity
Search Actvity by Subject
Search Users
Search for a User based on Pipedrive ID of User or Email Address or Name of the User
Search Products
Search Products using the Product ID or Product name
Create your custom integration by selecting the Trigger event and Action to be performed.
Connect Pipedrive and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
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