SalesForce Guide
SalesForce
SalesForce + Pipedrive
Synchronise SalesForce with Pipedrive
Synchronise your SalesForce data with Pipedrive CRM.
Synchronise your Orders
Import or export your orders from one application to another.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Track your Payments
Keep control of your accounting by exporting your transactions.
Optimise your Marketing
Use your customer data to improve your sales.
What can I do with Pipedrive CRM?
Pipedrive provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Can I connect Pipedrive to other applications not listed on Synchron?
Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
What solutions does SalesForce offer?
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Can I import data from Excel into the Salesforce CRM?
Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.
Connect SalesForce and Pipedrive
No-code platform, start integrating in a matter of minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate SalesForce and Pipedrive easily
SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.
Questions about the integration?
Request more info on SalesForce + Pipedrive integration
