Integrate Pipedrive with Salesforce

Send information between Pipedrive and Salesforce automatically, without writing any code, using Zoho Flow.

Build your own integrations between Pipedrive and Salesforce

Connect Pipedrive and Salesforce with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Pipedrive and Salesforce using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Activity updated

Triggers when any detail of an existing activity is updated

Opportunity updated

Triggers when an opportunity is updated

Module entry added

Trigger when a new entry is added to the selected module

Product updated

Triggers when an product is updated

Lead updated

Triggers when a lead is updated

Lead created

Triggers when a new lead is created

Note updated

Triggers when a note is updated

Case created

Triggers when a new case is created

Solution updated

Triggers when an solution is updated

Order updated

Triggers when an order is updated

Opportunity added

Triggers when a new opportunity is added

Contact created

Triggers when a new contact is created

Product added

Triggers when a new product is added

Account created

Triggers when a new account is created

Module entry updated

Triggers when a record is updated in the selected module

Note created

Triggers when a new note is created

Event updated

Triggers when an event is updated

Task updated

Triggers when a task is updated

Campaign added

Triggers when a new campaign is added

Campaign updated

Triggers when a new campaign is updated

Case updated

Triggers when a case is updated

Event created

Triggers when a new event is created

Task created

Triggers when a new task is created

Order created

Triggers when a new order is created

Account updated

Triggers when an account is updated

Solution added

Triggers when a new solution is added

Contact updated

Triggers when a contact is updated

All Actions - Actions are the automated tasks

Create contact person

Creates a new contact person for the selected organization

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create organization

Creates a new organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update activity

Updates the details of an existing activity

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch activity

Fetches the details of the user activities

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch user by name

Fetches the details of an existing user by name

Create account

Creates a new account

Create note

Creates a new note

Create campaign

Creates a new campaign

Create task

Creates a new task

Create order

Creates a new order

Create lead

Creates a new lead

Create contact

Creates a new contact

Create solution

Creates a new solution

Create custom module entry

Creates a new entry in the selected module

Create opportunity

Creates a new opportunity

Create case

Creates a new case

Create event

Creates a new event

Create product

Creates a new product

Update note

Updates the details of an existing note

Update task

Updates the details of an existing task

Update event

Updates the details of an existing event

Update case

Updates the details of an existing case

Update solution

Updates the details of an existing solution

Update opportunity

Updates the details of an existing opportunity

Update campaign

Updates the details of an existing campaign

Update product

Updates the details of an existing product

Update account

Updates the details of an existing account

Update lead

Updates the details of an existing lead

Update contact

Updates the details of an existing contact

Update order

Updates the details of an existing order

Update custom module entry

Updates the details of entry in the selected module

Fetch case

Fetches the details of an existing case by subject or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch account

Fetches the details of an existing account by name or ID

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY