Integrate & connect
Pipedrive with Salesforce

Are you tired of manually transferring data between Pipedrive and Salesforce? With over 60% of sales reps spending more than 6 hours per week on data entry, integrating these two powerful platforms can save your team countless hours. In this step-by-step guide, we'll show you how to connect Pipedrive and Salesforce like a pro, so you can close more deals in less time. Plus, discover how AI automation tools like Bardeen make the process even faster and easier. Get ready to supercharge your sales workflow!

Integrate Pipedrive with Salesforce: A Step-by-Step Guide

Integrating Pipedrive with Salesforce is a straightforward process that can help you sync data between the two platforms and automate workflows. With Bardeen's AI automation platform, you can easily connect Pipedrive and Salesforce and set up automated tasks to save time and increase productivity.

Here's how to integrate Pipedrive with Salesforce using Bardeen:

1. Sign up for a Bardeen account and install the browser extension.
2. Connect your Pipedrive and Salesforce accounts to Bardeen.
3. Create a new automation and select Pipedrive and Salesforce as the apps you want to integrate.
4. Choose the trigger event in Pipedrive that will initiate the automation, such as creating a new deal or updating a contact.
5. Select the action you want to perform in Salesforce, such as creating a new lead or updating an opportunity.
6. Map the fields between Pipedrive and Salesforce to ensure data is synced correctly.
7. Test your automation to make sure it's working as expected.

By integrating Pipedrive and Salesforce, you can ensure that your sales data is always up-to-date and consistent across both platforms. This can help you make better decisions, close more deals, and improve your overall sales process.

Benefits of Integrating Pipedrive and Salesforce: Centralize Data, Automate Tasks, Close More Deals

Integrating Pipedrive with Salesforce brings several key advantages that can help sales teams work more efficiently and effectively. By syncing data between the two platforms, you gain a unified view of all customer interactions, enabling you to:

1. Centralize customer data and interactions in one hub, giving your team a 360-degree view of each prospect and client. Reps can access the full history of emails, calls, meetings, and deals associated with a contact right within Salesforce, enabling more personalized outreach.
2. Automate lead management and follow-up tasks. For example, when a new lead is added in Pipedrive, automatically create a corresponding lead in Salesforce and assign it to the right rep. Set up workflows to trigger timely follow-up whenever a lead reaches a certain stage.
3. Streamline pipeline management and forecasting. Syncing deal data between Pipedrive and Salesforce provides greater visibility into your pipeline. Managers can easily see how many deals are in each stage, spot bottlenecks, and coach their team. Reps save time on data entry by working deals in Pipedrive while Salesforce stays updated.

Automate your workflows and save time with Bardeen. Focus on important tasks while Bardeen handles repetitive ones.

Integrating Pipedrive and Salesforce ultimately helps teams close more deals faster by centralizing data, automating repetitive tasks, and providing a more complete picture of the sales pipeline. In the next section, we'll cover exactly how to set up this integration to start reaping the benefits.

3 Ways to Set Up the Pipedrive Salesforce Integration: Native Connectors, Platforms, or Custom Development

There are a few different approaches for integrating Pipedrive with Salesforce, depending on your specific needs and technical resources:

1. Native built-in integrations: The simplest way to connect Pipedrive and Salesforce is through their native integrations. Pipedrive offers a Salesforce integration that lets you sync contacts, deals, and lead data between the two platforms. To set it up, you'll need admin access in both tools. Then just authorize the connection and map the fields you want to sync. This is a good fit if you have straightforward sync needs and want to avoid extra costs.
2. Integration platforms like Bardeen: For more advanced integration needs, a dedicated integration platform like Bardeen is the way to go. With Bardeen, you can connect Pipedrive and Salesforce in just a few clicks, no coding required. Its AI-powered workflow builder lets you set up custom automations to sync data, trigger notifications, and streamline processes between the two apps. Learn how to automate sales prospecting with Bardeen.
3. Custom API development: For organizations with highly complex integration requirements, custom development using the Pipedrive and Salesforce APIs may be necessary. This involves writing code to connect the platforms and perform the desired syncing and automation. While custom API integrations provide the greatest flexibility, they also require significant technical expertise to build and maintain. You'll need developers familiar with both Pipedrive and Salesforce APIs.

Integrating Pipedrive and Salesforce is possible through native connectors, integration platforms, or custom API development. The best approach depends on your specific requirements and resources. In the next section, we'll explore some common use cases and workflows to set up between the two apps.

6 Ways to Automate Sales Workflows by Integrating Pipedrive and Salesforce

Connecting Pipedrive with Salesforce unlocks powerful automation possibilities to streamline your sales process. Here are some of the most impactful workflows you can set up:

1. Sync contacts and companies bi-directionally: Keep contact and company records always up-to-date in both systems. When a new contact is added in Pipedrive, automatically create it in Salesforce, and vice versa. The integration can also sync updates to fields like email, phone, and address to eliminate manual data entry.
2. Create Salesforce deals from won Pipedrive deals: Automatically generate a new deal in Salesforce when a Pipedrive deal is marked as won. Map key fields like deal value, close date, and associated company and contact to track the full sales cycle in Salesforce. You can also sync products/services from the Pipedrive deal.
3. Log Salesforce tasks and events in Pipedrive: Whenever an activity like an email, call, or meeting is logged in Salesforce, instantly create a matching activity in Pipedrive linked to that contact or deal. This keeps all customer interactions visible in one place for better context and collaboration.
4. Trigger follow-up tasks based on deal stage: Set up workflows to automatically create follow-up tasks or automate follow-up emails in Salesforce when a Pipedrive deal reaches a certain stage, like sending a proposal or scheduling a demo. This ensures timely, consistent follow-up at each phase of the sales process.
5. Push Pipedrive leads to Salesforce: When a new lead is added in Pipedrive, the integration can automatically create a lead in Salesforce and assign it to the right rep based on territory, product interest, or other criteria. Two-way syncing keeps lead status up-to-date in both systems.
6. Sync custom fields and objects: In addition to standard fields, you can sync custom fields and objects between Pipedrive and Salesforce to capture unique data points for your business. This might include fields like lead source, industry, or customer type to enable more targeted reporting and segmentation.

With the right Pipedrive Salesforce integration in place, you can automate many repetitive tasks. This frees up your sales team to focus on what they do best - building relationships and closing deals.

Use Bardeen to automate sales prospecting and save valuable time. Focus on closing deals while Bardeen handles the repetitive tasks.

Conclusions

Integrating Pipedrive and Salesforce can be a game-changer for sales teams looking to work smarter, not harder. By connecting these two powerful platforms, you can:

• Centralize all your customer data and interactions in one place
• Automate repetitive tasks like data entry and follow-up
• Gain real-time visibility into your pipeline and forecasting

Whether you choose to integrate Pipedrive with Salesforce using native connectors, a third-party platform like Bardeen, or custom API development, the benefits are clear. You'll save time, close more deals, and keep your sales process running like a well-oiled machine.

Ready to take your sales game to the next level? Integrating Pipedrive and Salesforce is a smart first step. With the right integration in place, you can focus on what really matters - building relationships and driving revenue growth.

Don't get left behind while your competitors reap the rewards of a streamlined sales process. Start planning your Pipedrive Salesforce integration today and see the difference it can make for your business.