How do I ensure only certain persons are added?

You can set filters based on criteria such as tags, lead score, or custom fields to ensure only specific persons are added as contacts in Salesforce. Simply define your filters and DryMerge will implement them.

Can I map custom fields from Pipedrive to Salesforce?

Yes, you can map custom fields from Pipedrive to corresponding fields in Salesforce. Provide the field mappings and DryMerge will take care of the rest.

Who uses this automation and what for?

Customer relationship managers and sales teams use this automation to maintain an up-to-date contact list across Pipedrive and Salesforce, facilitating better customer interactions.

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Pipedrive + Salesforce

Create Salesforce contacts from new Pipedrive persons

Sync your CRM systems by adding all new persons in Pipedrive to Salesforce as contacts. This helps maintain a unified view of your customer relationships.

New Pipedrive Person

Detects when a new person is added in Pipedrive.

Create Salesforce Contact

Automatically adds the new person as a contact in Salesforce, keeping your CRM in sync.

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

or pick a common variation below

Create Salesforce contacts from Pipedrive organizations

Pipedrive + Salesforce

Update Salesforce contacts when Pipedrive persons are updated

Pipedrive + Salesforce

Create Salesforce tasks for 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, "Create Salesforce contacts from new Pipedrive persons"

Create Salesforce contacts from new Pipedrive persons

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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