Scheduled data transfer from Salesforce to Pipedrive

• Automate data synchronization between Salesforce and Pipedrive.
• Ensure timely updates of sales data across platforms.
• Reduce manual data entry and associated errors.
• Enhance CRM efficiency by integrating multiple sales tools.

Triggers every 18 hours using a schedule. Sets up the necessary parameters for data transfer. Retrieves data from Salesforce. Sends the retrieved data to Pipedrive.

1. 1
   Import the workflow template into n8n.
2. 2
   Configure the schedule trigger to set the desired interval.
3. 3
   Customize the set node to define the data to be transferred.
4. 4
   Connect Salesforce and Pipedrive with the appropriate credentials.
5. 5
   Activate the workflow to start the automation.