Use Cases
- Automate contact updates between Salesforce and Pipedrive
- Ensure accurate lead information across sales platforms
- Reduce manual data entry and errors in CRM systems
How It Works
Webhook captures incoming data from Salesforce Set node prepares the data for processing Salesforce node retrieves contact details Pipedrive node updates contact information
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL for your application
- 3Set up Salesforce credentials and permissions
- 4Connect Pipedrive account for data synchronization
- 5Test the workflow to ensure proper functionality
Apps Used
Salesforce
Pipedrive
Instagram
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation