Pipedrive and Salesforce integration

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.

How to connect Pipedrive and Salesforce

Step 1: Add the first step
Step 2: Add Pipedrive and Salesforce nodes
Step 3: Connect Pipedrive and Salesforce
Step 4: Run workflow

Over 3000 companies switch to n8n every single week

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

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

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

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

Pipedrive and Salesforce integration

Build your own Pipedrive and Salesforce integration

How to connect Pipedrive and Salesforce

Step 1: Add the first step

Step 2: Add Pipedrive and Salesforce nodes

Step 3: Connect Pipedrive and Salesforce

Step 4: Run workflow

Over 3000 companies switch to n8n every single week

Pipedrive supported actions

Salesforce supported actions

Pipedrive and Salesforce integration details

Pipedrive and Salesforce integration tutorials

How to get started with CRM automation (with 3 no-code workflow ideas)

How to compare databases via the Compare Datasets node: a step-by-step tutorial

How to synchronize data between two systems (one-way vs. two-way sync)

How to easily automate your Salesforce data import

Why use n8n to integrate Pipedrive with Salesforce

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

Reuse your work