How can I filter which contacts to sync?

You can set up filters based on criteria such as tags, lead score, or specific fields to determine which contacts are synchronized between Pipedrive and Salesforce.

Can I map custom fields between Pipedrive and Salesforce?

Yes, you can map custom fields in Pipedrive to corresponding fields in Salesforce. Specify the field mappings, and DryMerge will configure the sync accordingly.

Who uses this automation and how?

CRM administrators and sales teams use this automation to ensure they have consistent and up-to-date contact information, which is crucial for smooth customer interactions and relationship management.

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Pipedrive + Salesforce

Sync Pipedrive contacts with Salesforce contacts

Maintain consistency in your contact data by syncing contacts between Pipedrive and Salesforce. This ensures that your team has access to the most updated contact information across both platforms.

New Pipedrive Contact

Triggers when a contact is added in Pipedrive.

Sync to Salesforce

Adds the new contact to Salesforce.

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

or pick a common variation below

Sync Pipedrive products with Salesforce products

Pipedrive + Salesforce

Sync Pipedrive stages with Salesforce opportunity stages

Pipedrive + Salesforce

Sync Pipedrive organizations with Salesforce accounts

Pipedrive + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Pipedrive contacts with Salesforce contacts"

Sync Pipedrive contacts with Salesforce contacts

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

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Zoho CRM

CRM Platform

Get Started with DryMerge

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