How to Integrate Pipedrive with Salesforce
- George Apostolov
How to Integrate Pipedrive with Salesforce: step-by-step guide
Click "Trigger" to proceed.
Search for "Pipedrive" to set it as Trigger App.
Choose a trigger event.
Sign in to your Pipedrive account and click "Continue."
Click “Test trigger.”
Click "Continue with selected record."
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.
Choose an event under Salesforce.
Select a Salesforce Environment to continue.
Click "Yes, Continue to Salesforce."
Login to your Salesforce account.
Select "Allow."
After signing in, click “Continue.”
Complete and customize the required fields, then select "Continue."
Click “Test step.”
Click "Publish" to complete the integration.
Quick answer: To integrate Pipedrive with Salesforce, set Pipedrive as the trigger app, sign in, test the trigger, and continue. Next, select Salesforce as the action app, choose an event, log in, allow access, complete the required fields, test the step, and publish the integration.
About this Salesforce tutorial
Connect Pipedrive to Salesforce by setting up trigger and action events, logging into both accounts, testing the steps, and publishing. This guide shows how to integrate Pipedrive with Salesforce in 16 steps, starting with "Click 'Trigger' to proceed" and finishing with "Click 'Publish' to complete the integration". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to integrate Pipedrive with Salesforce?
16 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce and Pipedrive. Related guides: Jira salesforce integration, Salesforce outlook integration and How to integrate salesforce with sprout social. Last reviewed 05 Oct 2026.
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