Salesforce

Salesforce is an enterprise CRM for sales, marketing, and customer success teams.

Website

salesforce.com

Industry

CRM

Share this article:

How to integrate Pipedrive with Salesforce

Here is how to integrate pipedrive with salesforce

First click on the "Create" button in the left sidebar
Then click on "Zaps" option in the left navigation menu
Click on the "Trigger" section to begin setting up your automation
Click on the search box and enter your search query
Type "Pipedrive" in the search box to find the app
Click on "Pipedrive" from the search results
In the right panel, choose a "Trigger event"
Then click on "Continue" after choosing
Click "Continue" to proceed with the configuration
Click on the search box to find the next app
Type "Salesforce" in the search box
Select "Salesforce Pro" from the search results
Click here to choose an "Action event"
Click "Continue" to proceed with the Salesforce setup
Click "Continue" to proceed with the Salesforce configuration
Finally, click the "Publish" button to make your Zap live

Create your own interactive guide with Guideflow

Why should you integrate Pipedrive with Salesforce

Salesforce is a leading customer relationship management platform designed to streamline sales and customer interaction processes.

Connecting Pipedrive with Salesforce combines the robust lead management capabilities of Pipedrive with Salesforce’s extensive CRM functionalities, enhancing the efficiency of your sales workflow.

This integration allows businesses to seamlessly synchronize their sales data, minimizing the risk of errors while ensuring all teams have access to up-to-date information.

Leveraging this integration enhances productivity, ensuring that your sales and customer service teams operate in perfect harmony.

Last update

February 24, 2026

Tutorials