How do I select which tasks convert into activities?

Use criteria such as task priority, type, or custom fields in Salesforce to choose which tasks to convert into Pipedrive activities. Define your filters and DryMerge will handle the setup.

Can I customize the activity details in Pipedrive?

Yes, you can specify details such as activity type, due date, and owner. Provide the activity details, and DryMerge will configure the creation accordingly.

Who benefits from this automation and why?

Project managers and sales teams use this automation to ensure seamless task tracking and management across Salesforce and Pipedrive.

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Pipedrive + Salesforce

Convert Salesforce tasks into Pipedrive activities

Streamline task management by converting new Salesforce tasks into Pipedrive activities. This ensures all your tasks are tracked and managed within Pipedrive.

New Salesforce Task

Triggers when a new task is created in Salesforce.

Create Pipedrive Activity

Generates a new activity in Pipedrive.

See more Pipedrive to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Salesforce tasks for new Pipedrive activities

Pipedrive + Salesforce

Create tasks in Salesforce from new Pipedrive activities

Pipedrive + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Convert Salesforce tasks into Pipedrive activities"

Convert Salesforce tasks into Pipedrive activities

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Pipedrive + Salesforce.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Related apps

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Get Started with DryMerge

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