Connect and Integrate
Salesforce with Pipedrive

Connect Salesforce to Pipedrive and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
Salesforce and Pipedrive

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Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

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Automate an Action in Pipedrive

Connect your Pipedrive account and select an action like “Take action in Pipedrive” to make your work flow.

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Customize the Workflow

Build your Salesforce - Pipedrive automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and Pipedrive
to Automate these Workflows

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Prepare Gmail drafts for updated Salesforce records

Transform your workflow with Salesforce & Gmail leading the way.

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Notify teams via Gmail and Slack for new Salesforce opportunities

Let Salesforce and Slack handle the details—you focus on the big picture!

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Send Gmail notifications for new Salesforce leads

Say goodbye to manual work. Salesforce + Gmail have you covered!

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Create Salesforce Records from new Pipedrive Leads

Let Pipedrive and Salesforce handle the details—you focus on the big picture!

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Create Freshsales contacts from new Pipedrive leads

Pipedrive + Freshsales: A duo that makes your tasks feel effortless!

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Generate Freshsales deals from Pipedrive leads

Discover how Pipedrive and Freshsales can simplify everything you do.

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Update Freshdesk contacts from Pipedrive

Pipedrive & Freshdesk working together means less stress, more success.

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Sync Freshsales accounts with new Pipedrive leads

Let Pipedrive and Freshsales handle the details—you focus on the big picture!

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Log Freshdesk tickets as notes in Pipedrive

Double the efficiency—Pipedrive + Freshdesk team up for your success.

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Create Stripe customers from updated Pipedrive deal stages

Make life easier! Pipedrive + Stripe smooth out your workflows.

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Add new Stripe payments as an activity in Pipedrive CRM

Pipedrive and Stripe give you time back—automate your busywork.

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Add new Outlook contacts into Pipedrive as people

Pipedrive & Outlook working together means less stress, more success.

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Send emails using Microsoft Outlook for Pipedrive deals meeting certain criteria

Ready to boost productivity? Let Pipedrive + Outlook take over.

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Notify via Outlook for new leads in Pipedrive

Pipedrive and Outlook give you time back—automate your busywork.

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Add all new Freshdesk ticket details as notes in Pipedrive

Transform your workflow with Pipedrive & Freshdesk leading the way.

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Log notes in Freshdesk for new leads in Pipedrive

Pipedrive and Freshdesk—because your workflow deserves an upgrade.

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Create Freshdesk company profiles from Pipedrive activities

Take your work to the next level. Pipedrive and Freshdesk make it happen!

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Create Freshdesk company profiles from Pipedrive leads

Take your work to the next level. Pipedrive and Freshdesk make it happen!

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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
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About Pipedrive

Pipedrive is a sales-focused customer relationship management (CRM) software that's designed for sales teams to visually manage leads, track sales activities, and close deals. It features robust task management, reporting, and lead generation tools like LeadBooster on a Kanban-style board to track sales progress.
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