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Pipedrive + Salesforce Integrations

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Connect Pipedrive to Salesforce
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Pipedrive + your other apps
Salesforce + your other apps
Related blog posts
FAQ

Pipedrive + Salesforce integrations

Pipedrive > Salesforce

Trigger

Last triggered

Deal stage changed

Create record

Overview

Connect Pipedrive to Salesforce in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Pipedrive, Salesforce, and many other popular SaaS applications.

Check below for example workflows using Pipedrive and Salesforce, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Pipedrive and Salesforce integrations in Relay.app

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Example Pipedrive + Salesforce workflows

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Add a new Pipedrive person for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Pipedrive, Salesforce, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Pipedrive “Get or Add Person” action for each Salesforce “New Record Added” event.

Try it

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Create a Salesforce record for a new Pipedrive project

Relay.app is an automation tool that lets you automate actions across Pipedrive, Salesforce, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each Pipedrive “Project added” event.

Try it

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Automatically create record in Salesforce for each deal stage changed in Pipedrive

Try it

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Add activity to deal automatically in Pipedrive for each opportunity stage reached in Salesforce

Try it

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Update record automatically in Salesforce for each deal closed in Pipedrive

Try it

Inspirational workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

Pipedrive Triggers

Activity

add

Activity added

Deal

edit

Deal changed

payments

Deal closed

target

Deal first meets conditions

payments

Deal lost

conversion_path

Deal stage changed

payments

Deal won

add

New deal added

Lead

add

Lead added

Organization

add

New organization added

edit

Organization changed

target

Organization first meets conditions

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Product

add

New product added

edit

Product changed

target

Product first meets conditions

Project

add

Project added

conversion_path

Project phase changed

task_alt

Project status changed

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Pipedrive + Salesforce integration

Select a trigger in Pipedrive

Select an action in Salesforce

Create your workflow

Or automate Salesforce + Pipedrive

Select a trigger in Salesforce

Select an action in Pipedrive

Create your workflow

Connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Pipedrive to Salesforce with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Pipedrive or Salesforce to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Pipedrive and Salesforce to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Pipedrive to Salesforce?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Pipedrive to Salesforce that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Pipedrive and Salesforce—give it a try and let us know what you think.

See why people love Relay.app

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@SalamaErgossum

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Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

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@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

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@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.