How do I filter which activities create tasks?

Use criteria such as activity type, priority, or custom fields in Pipedrive to determine which activities generate Salesforce tasks. Specify your filters, and DryMerge will handle the setup.

Can I customize the task details in Salesforce?

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

Who benefits from this automation and why?

Sales and project managers use this automation to ensure all important activities are converted into actionable tasks within Salesforce, improving follow-up and task management.

Home Contact Pricing Apps Blog

Pipedrive + Salesforce

Create tasks in Salesforce from new Pipedrive activities

Automate task creation in Salesforce whenever a new activity is logged in Pipedrive. This helps in efficiently tracking and managing follow-up activities within Salesforce.

New Pipedrive Activity

Triggers when a new activity is logged in Pipedrive.

Create Salesforce Task

Generates a new task in Salesforce.

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

Convert Salesforce tasks into Pipedrive activities

Pipedrive + Salesforce

Create Salesforce contacts from new Pipedrive persons

Pipedrive + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create tasks in Salesforce from new Pipedrive activities"

Create tasks in Salesforce from new 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

Home Contact Pricing Privacy Policy Terms of Service Limited Use