Keep Salesforce and Pipedrive updated automatically.
Today you keep your own track of new leads and deals and pass that on wherever it is needed. This connector fixes that, and we build it on request: what happens in Salesforce lands in Pipedrive by itself, in the shape Pipedrive expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you keep your own track of new leads and deals and pass that on wherever it is needed.
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Today you create contacts by hand and search first whether someone exists, so no duplicate customer appears.
What Salesforce to Pipedrive saves you
- Record every new lead in Salesforce against the right customer in Pipedrive.
- Record a deal changing stage in Salesforce against the right customer in Pipedrive.
- Record every deal won in Salesforce against the right customer in Pipedrive.
What travels across the link
Everything this connector moves between Salesforce and Pipedrive, and how often.
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Leads
to Pipedrive automaticallyEvery new enquiry becomes a lead in Pipedrive, so follow-up does not hang off a stray email.
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Contacts
to Pipedrive automaticallyThe person or company lands on the right contact in Pipedrive, found by email, so you create nothing twice.
What each side expects
Salesforce and Pipedrive do not describe the world the same way. This is what has to line up.
Pipedrive
A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
Setting it up
- 01
Request the connector
Let us know you want to link Salesforce to Pipedrive. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Salesforce. A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- An account you administer, with access to the data you want linked.
- An account you administer, with access to the data you want linked.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Salesforce to Pipedrive?
Yes. Schakel connects through the official APIs of Salesforce and Pipedrive, so you install nothing on your own server and nothing travels outside those two parties.
Does the connector prevent duplicate contacts in Pipedrive?
Yes. Contacts are matched by email, so an existing customer in Pipedrive is updated rather than a second one appearing.
Which contact in Pipedrive does the information from Salesforce land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from Salesforce.
Which details of an Salesforce contact travel to Pipedrive?
The details you pick when setting it up, such as name, company, email and the fields you need, so Pipedrive has enough without needless noise.
What does connecting Salesforce and Pipedrive cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Salesforce sync with Pipedrive?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Salesforce or Pipedrive is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Salesforce to Pipedrive?
You give Schakel access to Salesforce and Pipedrive once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Missing something you need?
Tell us what Salesforce and Pipedrive should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.