Can Pipedrive connect with Salesforce?

Yes, Pipedrive can connect with Salesforce using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Pipedrive and Salesforce. Configure nodes for Pipedrive and Salesforce in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Pipedrive’s API with n8n?

Yes, with n8n, you can programmatically interact with Pipedrive’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Salesforce’s API with n8n?

Yes, with n8n, you can programmatically interact with Salesforce’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Pipedrive and Salesforce?

Yes, it is safe to use n8n to integrate Pipedrive and Salesforce. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with Pipedrive and Salesforce integration in n8n.io?

To start integrating Pipedrive and Salesforce in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

Back to Integrations

Pipedrive

Salesforce

Pipedrive and Salesforce integration

Save yourself the work of writing custom integrations for Pipedrive and Salesforce and use n8n instead. Build adaptable and scalable Sales, and Communication workflows that work with your technology stack. All within a building experience you will love.

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How to connect Pipedrive and Salesforce

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Pipedrive and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Pipedrive and Salesforce nodes

You can find Pipedrive and Salesforce in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Pipedrive and Salesforce nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Pipedrive and Salesforce integration: Add and configure Pipedrive and Salesforce nodes

Step 3: Connect Pipedrive and Salesforce

A connection establishes a link between Pipedrive and Salesforce (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Pipedrive and Salesforce integration: Connect Pipedrive and Salesforce

Step 4: Customize and extend your Pipedrive and Salesforce integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Pipedrive and Salesforce with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Pipedrive and Salesforce integration: Customize and extend your Pipedrive and Salesforce integration

Step 5: Test and activate your Pipedrive and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Pipedrive to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Pipedrive and Salesforce integration: Test and activate your Pipedrive and Salesforce workflow

Build your own Pipedrive and Salesforce integration

Create custom Pipedrive and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Pipedrive supported actions

Create

Create an activity

Delete

Delete an activity

Get

Get data of an activity

Get Many

Get data of many activities

Update

Update an activity

Create

Create a deal

Delete

Delete a deal

Duplicate

Duplicate a deal

Get

Get data of a deal

Get Many

Get data of many deals

Search a deal

Update

Update a deal

Get Many

Get many activities of a deal

Add

Add a product to a deal

Get Many

Get many products in a deal

Remove

Remove a product from a deal

Update

Update a product in a deal

Create

Create a file

Delete

Delete a file

Download

Download a file

Get

Get data of a file

Update

Update file details

Create

Create a lead

Delete

Delete a lead

Get

Get data of a lead

Get Many

Get data of many leads

Update

Update a lead

Create

Create a note

Delete

Delete a note

Get

Get data of a note

Get Many

Get data of many notes

Update

Update a note

Create

Create an organization

Delete

Delete an organization

Get

Get data of an organization

Get Many

Get data of many organizations

Search organizations

Update

Update an organization

Create

Create a person

Delete

Delete a person

Get

Get data of a person

Get Many

Get data of many persons

Search all persons

Update

Update a person

Get Many

Get data of many products

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

Pipedrive and Salesforce integration details

Pipedrive is a sales-focused Customer Relationship Management tool that teams of all sizes love using. At the core of Pipedrive is pipeline management, and it features key sales functionalities: automations, email integration and a decent selection of partner integrations.

Pipedrive node docs + examples

Pipedrive credential docs

See Pipedrive integrations

Related categories

Sales

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Salesforce node docs + examples

Salesforce credential docs

See Salesforce integrations

Related categories

Sales

Communication

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