Salesforce and Pipedrive integration
Salesforce and Pipedrive, one set of customers
CRM Connector keeps Salesforce and Pipedrive contacts the same both ways, and carries Salesforce opportunities into Pipedrive deals, or Pipedrive deals into Salesforce opportunities, in the direction you pick, won and lost included. It fits teams that run part of the business in each, or move from one to the other.
- Official sign in for both
Contacts both ways, deals the way you pick
At a glance
Contacts stay the same on both sides, and opportunities and deals travel in the direction you pick.
What syncs
- ContactsBoth ways
- Opportunities and dealsOne way, you pick
Good to know
- No address into Pipedrive
A sync never writes an address or renames an organization in Pipedrive; the Pipedrive address reaches Salesforce when the contact is created.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Salesforce or Pipedrive leads when the same record changed in both since the last sync.
Options for Salesforce and Pipedrive
- Everyone, customers only or leads only
- Only opportunities and deals above an amount you pick
Record by record
What syncs between Salesforce and Pipedrive
Which Salesforce field matches which Pipedrive field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- Account nameWhen createdOrganization
- EmailBoth waysPrimary email
- Business phone, or mobileBoth waysPrimary phone
- Mailing addressWhen createdPostal address
- On a won opportunityEach works it outWon deals
- Lead sourceOnly in SalesforceNot in Pipedrive
It happens in Salesforce, then in Pipedrive
A new contact
Looked for in Pipedrive on the exact email. Updated when found, created only when nothing matches.
Name, email or phone changes
The same change is made to the Pipedrive contact on the next sync.
The company changes later
Not carried: the account name reaches Pipedrive when the contact is created.
The address changes later
Not carried: a sync never writes an address into Pipedrive.
FAQ
Questions about Salesforce and Pipedrive?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts, yes. Opportunities and deals travel one way, in the direction you pick.
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Ask ChatGPT or Claude about Salesforce and Pipedrive
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to Salesforce and Pipedrive, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.