Integrate Salesforce with Pipedrive
Send information between Salesforce and Pipedrive automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesforce and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Note updated
Triggers when an existing note is updated
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization is created
Activity updated
Triggers when any detail of an existing activity is updated
Contact person created
Triggers when a new contact person is created
All Actions - Actions are the automated tasks
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
Create organization
Creates a new organization
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update deal
Updates the details of an existing deal
Create activity
Creates a new activity
Create product
Creates a new product
Create deal
Creates a new deal
Create contact person
Creates a new contact person for the selected organization
Update notes
Updates an existing note
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Fetch product by name
Fetches the details of an existing product by name
Fetch user by name
Fetches the details of an existing user by name
Fetch person by email address
Fetches the details of an existing person by email address
Fetch deal by ID
Fetches the details of an existing deal by ID
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch organization by ID
Fetches the details of an existing organization by ID
Fetch activity
Fetches the details of the user activities
Fetch organization by name
Fetches the details of an existing organization by name
Fetch person by phone
Fetches the details of an existing person record by phone number
Fetch deal by title
Fetches the details of an existing deal by title
Fetch person by name
Fetches the details of an existing person record by name
What is Salesforce?
Similar apps
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.
Similar apps
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 >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Technical Engineer, Master Liveaboards
