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Salesforce + Pipedrive Integrations

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

Salesforce + Pipedrive integrations

Salesforce > Pipedrive

Trigger

Last triggered

Opportunity stage reached

Add activity to deal

Overview

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

Check below for example workflows using Salesforce and Pipedrive, 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 Salesforce and Pipedrive integrations in Relay.app

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.

Preview of 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

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

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

Example Salesforce + Pipedrive 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 add activity to deal in Pipedrive for each opportunity stage reached in Salesforce

Try it

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Create record automatically in Salesforce for each deal stage changed in Pipedrive

Try it

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Add activity to lead automatically in Pipedrive for each opportunity stage changed in Salesforce

Try it

Inspirational workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

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 Salesforce + Pipedrive integration

Select a trigger in Salesforce

Select an action in Pipedrive

Create your workflow

Or automate Pipedrive + Salesforce

Select a trigger in Pipedrive

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
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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 Salesforce to Pipedrive with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or Pipedrive to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Pipedrive 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 Salesforce to Pipedrive?
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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 Salesforce to Pipedrive 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 Salesforce and Pipedrive—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

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.

Lucas Grey

@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

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@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.