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Pipedrive and Salesforce connection
Save yourself the work of writing custom integrations for Pipedrive and Salesforce and use n8n instead. Build adaptable and scalable Sales, workflows that work with your technology stack. All within a building experience you will love.
Ways to connect Pipedrive and Salesforce
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.
Popular ways to use the Pipedrive and Salesforce connection
Create your own Pipedrive and Salesforce connection
Create custom Pipedrive + Salesforce automations 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 an activity
Get Many
Get many activities
Update
Update an activity
Create
Create a deal
Delete
Delete a deal
Duplicate
Duplicate a deal
Get
Get a deal
Get Many
Get many deals
Search
Search deals
Update
Update a deal
Add
Add a product to a deal
Get Many
Get many products of 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 a file
Update
Update a file
Create
Create a lead
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Update
Update a lead
Create
Create a note
Delete
Delete a note
Get
Get a note
Get Many
Get many notes
Update
Update a note
Create
Create an organization
Delete
Delete an organization
Get
Get an organization
Get Many
Get many organizations
Search
Search organizations
Update
Update an organization
Create
Create a person
Delete
Delete a person
Get
Get a person
Get Many
Get many persons
Search
Search persons
Update
Update a person
Create
Create a product
Delete
Delete a product
Get
Get a product
Get Many
Get many products
Search
Search products
Update
Update a product
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 connection details
Other integrations with Pipedrive
Other integrations with Salesforce
Pipedrive and Salesforce connection guides
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FAQs
FAQ
Can Pipedrive work together with Salesforce in n8n Lab?
Can I use Pipedrive’s API with n8n Lab?
Can I use Salesforce’s API with n8n Lab?
Is n8n Lab a secure option for connecting Pipedrive with Salesforce?
How do I start building Pipedrive + Salesforce automation in n8n Lab?
Need help setting up your Pipedrive and Salesforce connection?
Discover our latest community's recommendations and join the discussions about Pipedrive and Salesforce connection.
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Describe the problem/error/question Unable to create credentials (oauth) for salesforce sandbox with custom domain What is the error message (if any)? error=redirect_uri_mismatch redirect_url_must_match_configuration I…
A widely adopted workflow orchestration workspace trusted by technical teams including
Why use n8n to connect Pipedrive with Salesforce
Build complex workflows, really fast
