Integrating Pipedrive with Salesforce Using Pabbly Connect

Learn how to instantly create Salesforce leads from new Pipedrive persons using Pabbly Connect for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Pipedrive with Salesforce, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and log in to your account. If you don’t have an account, you can create a free one in just a few minutes.

Once logged in, navigate to the ‘Connect’ option. This is where you will set up the integration between Pipedrive and Salesforce. Pabbly Connect allows you to automate the process of creating Salesforce leads from new Pipedrive persons seamlessly.

2. Setting Up the Integration Between Pipedrive and Salesforce

In this step, you will set up the integration using Pabbly Connect. Click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Pipedrive to Salesforce Integration’. This will help you identify the workflow later on.

• Select Pipedrive as the trigger application.
• Choose the trigger event as ‘New Person’.
• Connect your Pipedrive account to Pabbly Connect.

After connecting, test this trigger to ensure it captures new persons correctly. Pabbly Connect will fetch the latest data from Pipedrive, confirming that the integration is set up accurately.

3. Creating a Salesforce Lead from Pipedrive Data

Now that the trigger is set, it’s time to create a lead in Salesforce using Pabbly Connect. Choose Salesforce as the action application. Select the action event as ‘Create Lead’. This action will allow you to add new leads to your Salesforce account automatically.

• Connect your Salesforce account to Pabbly Connect.
• Map the necessary fields from Pipedrive to Salesforce.
• Test the action to ensure the lead is created successfully.

Make sure to provide all required fields in Salesforce to avoid any errors. This step is crucial as it ensures that the data flows correctly from Pipedrive to Salesforce via Pabbly Connect.

4. Finalizing the Integration and Testing

After setting up the action, it’s important to finalize the integration using Pabbly Connect. Save your workflow and perform a test by adding a new person in Pipedrive. This will trigger the workflow you just created.

Check your Salesforce account to confirm that the lead has been created successfully. If everything works as expected, your integration is now complete. Pabbly Connect has made it easy to automate the process of creating leads from Pipedrive.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to instantly create Salesforce leads from new Pipedrive persons. By following these steps, you can automate your lead generation process efficiently.