How to Integrate Pipedrive with Salesforce

Quick summary

This tutorial shows how to integrate Pipedrive with Salesforce using Zapier by setting up an automated Zap that triggers on Pipedrive events and creates or updates records in Salesforce. Once published, the integration keeps both CRMs in sync without any manual data entry.

Steps

1. Open Zapier and click Trigger to begin building a new Zap.
2. Search for Pipedrive and select it as the Trigger App.
3. Choose a trigger event under Pipedrive to define what action starts the Zap.
4. Sign in to your Pipedrive account and click Continue to authorize the connection.
5. Click Test trigger to verify Zapier can pull sample data from Pipedrive.
6. Click Continue with selected record to proceed with the test data.
7. Search for and select Salesforce as the action app (note: Salesforce is a Pro app and may require a paid Zapier plan).
8. Choose an action event under Salesforce to define what happens when the trigger fires.
9. Select your Salesforce environment to continue the setup.
10. Click Yes, Continue to Salesforce to confirm the environment selection.
11. Log in to your Salesforce account to authorize access.
12. Select Allow to grant Zapier permission to access your Salesforce data.
13. After signing in, click Continue to proceed to field mapping.
14. Complete and customize the required action fields, then click Continue.
15. Click Test step to confirm the Salesforce action works correctly with live data.
16. Click Publish to activate the integration and go live.