Guide

2. Click "Trigger" to proceed.

3. Search for "Pipedrive" to set it as Trigger App.

4. Choose a trigger event.

5. Sign in to your Pipedrive account and click "Continue."

6. Click “Test trigger.”

7. Click "Continue with selected record."

8. Search and select "Salesforce" as the action app. It's a Pro app so you may need to buy a plan to use this integration.

9. Choose an event under Salesforce.

10. Select a Salesforce Environment to continue.

11. Click "Yes, Continue to Salesforce."

12. Login to your Salesforce account. 

13. Select "Allow."

14. After signing in, click “Continue.”

15. Complete and customize the required fields, then select "Continue."

16. Click “Test step.”

17. Click "Publish" to complete the integration.