Integration Guide · CRM

Connect Salesforce + Pipedrive

Everything you need to know about integrating Salesforce with Pipedrive in 2026 — including setup steps, sync methods, and automation tips.

Tool A Salesforce
MIDDLEWARE
Tool B Pipedrive

Integration Method

Middleware Required

There is no direct native integration between Salesforce and Pipedrive. However, you can connect them using a middleware platform like Zapier, Make, or Unito. These platforms act as a bridge, syncing data between both tools automatically.

Method: Third-Party

Details: Competitors. Requires middleware (e.g., PieSync/Zapier) to bridge.

Why Connect Salesforce & Pipedrive?

Eliminate Data Silos

Keep Salesforce and Pipedrive in sync so your team always works with accurate, up-to-date information.

Automate Workflows

Reduce manual data entry and let automated triggers handle the handoff between your crm stack.

Better Reporting

Unified data across Salesforce and Pipedrive means clearer insights and faster decision-making.

How to Set Up the Integration

  1. 1

    Create an account on a middleware platform like Zapier, Make, or Unito.

  2. 2

    Select Salesforce as the trigger app and choose the event you want to listen for (e.g., New Record, Updated Deal).

  3. 3

    Select Pipedrive as the action app and map the data fields between both tools.

  4. 4

    Test the workflow by sending sample data, verify it appears correctly, and activate.

Ready to Get Started?

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