AppsPricingBlogTry it
Salesforce logo
Pipeline logo

Connect Salesforce to Pipeline

Use 10 documented Salesforce triggers to run 22 documented Pipeline actions.

10 source triggers
22 target actions
Reverse direction supported

Why Connect Salesforce & Pipeline?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Pipeline action

Send the event into one of 22 documented actions, such as Create Activity, Create Company, Create Deal.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Pipeline logo

Pipeline

Triggers (3)

New Company Created

Emit new event when a new company is created in your Pipeline account.

polling
New Deal Created

Emit new event when a new deal is created in your Pipeline account.

polling
New Person Created

Emit new event when a new person is created in your Pipeline account.

polling

Actions (22)

Create Activity

Creates a new activity associated with an existing person, company, or deal. See the docs here/paths/~1notes/post)

Create Company

Creates a new company in your Pipeline account. See the docs here

Create Deal

Creates a new deal in your Pipeline account. See the docs here

Create Event

Creates a new calendar event in your Pipeline account. See the docs here/paths/~1calendar_entries/post)

Create Person

Creates a new person in your Pipeline account. See the docs here

Create Task

Creates a new calendar task in your Pipeline account. See the docs here/paths/~1calendar_entries/post)

Find Company

Find an existing company in your Pipeline account. See the docs here

Find Deal

Find an existing deal in your Pipeline account. See the docs here

Find Person

Find an existing person in your Pipeline account. See the docs here

Find User

Find an existing user on your Pipeline account. See the docs here

List Company ID Options

Retrieves available options for the Company ID field.

List Deal ID Options

Retrieves available options for the Deal ID field.

List Deal Stage ID Options

Retrieves available options for the Deal Stage ID field.

List Deal Status ID Options

Retrieves available options for the Deal Status ID field.

List Event Category ID Options

Retrieves available options for the Event Category ID field.

List Note Category ID Options

Retrieves available options for the Note Category ID field.

List Person ID Options

Retrieves available options for the Person ID field.

List User ID Options

Retrieves available options for the User ID field.

Move Deal Stage

Moves a deal to another stage Pipeline account. See the docs here

Update Company

Updates a company in your Pipeline account. See the docs here

Update Deal

Updates a deal in your Pipeline account. See the docs here

Update Person

Updates a person in your Pipeline account. See the docs here

Integration Features

10 documented Salesforce triggers
22 documented Pipeline actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Pipeline to Salesforce direction

Capability Examples

Salesforce trigger → Pipeline action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

PipelinePipeline

Create Activity

Pipeline trigger → Salesforce action

Reverse direction
PipelinePipeline

New Company Created

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Pipeline accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Pipeline operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 22 documented Pipeline actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Pipeline logoSalesforce logo

Reverse Integration Available

Also connect Pipeline to Salesforce for bidirectional automation

View Integration
Salesforce logo

All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
Pipeline logo

All Pipeline Integrations

Explore all available Pipeline connections

View All Integrations

Ready to Connect Salesforce & Pipeline?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

Get Started Free