Integrate Salesforce to Pipedrive

About Salesforce

Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.

About Pipedrive

Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.

Popular Use Cases

Bring all your Salesforce data to Amazon Redshift

Load your Salesforce data to Google BigQuery

ETL all your Salesforce data to Snowflake

Move your Salesforce data to MySQL

Bring all your Pipedrive data to Amazon Redshift

Load your Pipedrive data to Google BigQuery

ETL all your Pipedrive data to Snowflake

Move your Pipedrive data to MySQL

Integrate Salesforce With Pipedrive Today

Free 7-day trial. Easy setup. Cancel any time.

Salesforce's End Points

Salesforce Leads

Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.

Salesforce Contacts

Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.

Salesforce Accounts

Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.

Salesforce Opportunities

Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.

Salesforce Products

Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.

Salesforce Campaigns

Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.

Salesforce Events

Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.

Salesforce Custom Objects

Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.

Pipedrive's End Points

Pipedrive Deals

Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.

Pipedrive Persons

Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.

Pipedrive Products

Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.

Pipedrive Activities

Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.

Pipedrive Organizations

Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.