Salesforce
Pipedrive
zapier

An automated workflow using zapier

Connects Salesforce + Pipedrive

Create deals in Pipedrive for new opportunities in Salesforce

About this workflow template

This automation scenario allows you to connect Salesforce and Pipedrive

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Categories

Salesforce and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Create deals in Pipedrive for new opportunities in Salesforce
Workflow diagram: Salesforce + Pipedrive integration

How it works?

When this trigger fires in Salesforce

Salesforce

New Record in Salesforce

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

Then this action happens in Pipedrive

Pipedrive

Create Deal in Pipedrive

Creates a new deal.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create deals in Pipedrive for new opportunities in Salesforce.

Part I

Configure Applications

First, we need to connect Salesforce and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Salesforce to Zapier.

    Connect Salesforce to Zapier.

    Give Zapier access to your Salesforce account, using Salesforce credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Salesforce

    Set up a Trigger action for Salesforce

    Choose the following trigger: New Record (Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.).

  • Then set up an Action for Pipedrive

    Then set up an Action for Pipedrive

    Choose this action: Create Deal (Creates a new deal.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Salesforce and Pipedrive.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create deals in Pipedrive for new opportunities in Salesforce!

Supported triggers and actions

  • Salesforce

    New record

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

    zapier
    triggerbyzapier
  • Salesforce

    Updated field on record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Salesforce

    Updated record

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

    zapier
    triggerbyzapier
  • Salesforce

    Watch records in an object

    Triggers when a record in an object is created or updated.

    integromat
    triggerbyintegromat
  • Salesforce

    New outbound message

    Triggers when a new outbound message is received in Salesforce.

    zapier
    triggerbyzapier
  • Salesforce

    Opportunity was won

    This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce

    ifttt
    triggerbyifttt
  • Pipedrive

    Create deal

    Creates a new deal.

    zapierintegratelypabbly-connectifttt
    actionbyzapierintegratelypabbly-connectifttt
  • Pipedrive

    Create person

    Creates a new person.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Pipedrive

    Create activity

    Creates a new activity.

    zapierintegratelypabbly-connectifttt
    actionbyzapierintegratelypabbly-connectifttt
  • Pipedrive

    Create lead

    Creates a new lead.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Pipedrive

    Update deal

    Updates an existing deal.

    zapierautomateiointegratelypabbly-connectpipedreamalbato
    actionbyzapierautomateiointegratelypabbly-connectpipedreamalbato
  • Pipedrive

    Create a person

    Creates a person.

    integromat
    actionbyintegromat

Apps you need

Salesforce

Salesforce

CRM

Enterprise cloud CRM platform

Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.