--- title: "Connect Pipedrive and Salesforce - APIANT.ai" description: "When \"New Deal\" fires in Pipedrive, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/pipedrive-to-salesforce" --- # Connect Pipedrive and Salesforce When **New Deal** fires in [Pipedrive](https://apiant.ai/connections/pipedrive), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Create Deal** in Pipedrive. Describe the whole flow and it is built, tested on every scenario and kept running. Pipedrive **6** triggers Pipedrive **24** actions Salesforce **2** triggers Salesforce **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipedrive and Salesforce to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Teams that keep pipeline in Pipedrive while the wider business runs on Salesforce end up typing the same company, contact and deal twice. Connecting the two lets a new Pipedrive deal open an Opportunity on the matching Salesforce Account, and lets new Salesforce records show up as deals, people and activities in Pipedrive. Example flows ## What Pipedrive and Salesforce can do together ### From Pipedrive to Salesforce - When **New Deal** in Pipedrive then **Create object record** in Salesforce - When **New Organization** in Pipedrive then **Find object records** in Salesforce ### From Salesforce to Pipedrive - When **New object record** in Salesforce then **Create Deal** in Pipedrive - When **New or updated object record** in Salesforce then **Create Lead** in Pipedrive Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Pipedrive and Salesforce ## Triggers and actions 8 triggers ยท 33 actions - Trigger **Deal Won** Triggers when a deal is marked as won in Pipedrive. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Deal** Triggers when a new deal is created. - Trigger **New Organization** Triggers when a new organization is added. - Trigger **New Person** Triggers when a new person (contact) is added. - Trigger **New Person (with Custom Fields and Labels)** Triggered when a new person (contact) is added. Includes custom fields and labels. - Action **Create Activity** Creates a new activity (call, meeting, task, etc.). - Action **Create Deal** Adds a new deal to Pipedrive. Returns the created deal. - Action **Create Lead** Creates a new lead. Returns the created lead. - Action **Create Note** Adds a new note to a deal, person, or organization. - Action **Create Organization** Adds a new organization. Returns the created organization. - Action **Create Person** Adds a new person (contact). Returns the created person. - Action **Delete Activity** Marks an activity as deleted. - Action **Delete Deal** Marks a deal as deleted. - Action **Delete Organization** Marks an organization as deleted. - Action **Delete Person** Marks a person as deleted. - Action **Get Deal** Returns the deal with the given ID. - Action **Get Organization** Returns the organization with the given ID. - Action **Get Person** Returns the person with the given ID. - Action **Get related deals for person** Returns deals having the specified status that are related to the specified person. - Action **Get stage ID by stage name** Returns the stage id if the stage name exists. - Action **Merge organizations** Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep. - Action **Merge persons** Merges two person accounts. Info from the person record to discard is merged into the person record to keep. - Action **Search Deals** Searches deals by term. Returns matching deals. - Action **Search Organizations** Searches organizations by term. Returns matching organizations. - Action **Search Persons** Searches persons by term (name, email, phone). Returns matching persons. - Action **Update Activity** Updates an existing activity by ID. - Action **Update Deal** Updates an existing deal by ID. - Action **Update Organization** Updates an existing organization by ID. - Action **Update Person** Updates an existing person by ID. - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type โ€” useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). ## Each app on its own - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from Pipedrive - [ **Pipedrive to Google Sheets** Google Sheets](https://apiant.ai/connect/pipedrive-to-google-sheets) - [ **Pipedrive to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/pipedrive-to-google-calendar) - [ **Pipedrive to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/pipedrive-to-google-drive) - [ **Pipedrive to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/pipedrive-to-mailchimp) - [ **Pipedrive to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pipedrive-to-shopify) - [ **Pipedrive to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pipedrive-to-quickbooks-online) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **ActiveCampaign to Salesforce** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-salesforce) Questions ## Pipedrive and Salesforce, answered ### ### Can the connection check whether a company already exists in Salesforce before creating anything? Yes. The Find object records and SOQL query actions can look for an Account or Contact by field value, and the following steps only run when a match comes back. You can also use Pipedrive's Search Organizations or Search Persons the other way round. ### ### How does it know about a new record in either app? Pipedrive has polling triggers for new deals, activities, organizations and persons, and Salesforce has polling triggers for new records and for created or updated records of any SObject type. You pick the object you care about, such as Opportunity or Case, when the flow is built. ### ### What can start an automation from Pipedrive? Any of Pipedrive's 6 triggers in the catalog, including New Deal, New Organization, New Person and New Person (with Custom Fields and Labels). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in Pipedrive? Any of Salesforce's 9 actions, including Create object record, Find object records, Find most recent created or updated record and Update object record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Salesforce to Pipedrive? Yes. When something happens in Salesforce, your agent can act in Pipedrive too. This page covers both directions: Salesforce's triggers and Pipedrive's actions are listed here as well. ### ### Do I have to build a connector for Pipedrive or Salesforce? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Pipedrive and Salesforce without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.