When your sales reps live in Salesloft, and your managers rely on Pipedrive, keeping both systems updated can quickly get complicated. You don’t want to waste time copying contacts or risk having two versions of the truth.
We’ve already developed a pre-built automation that seamlessly connects Salesloft to Pipedrive. By linking your accounts, your team can ensure that all new contacts are automatically synchronized across the two platforms.
How the Salesloft to Pipedrive Automation Works
The workflow manages the integration efficiently, ensuring that your CRM data remains accurate and consistent.
1. Salesloft Trigger
The automation retrieves a list of contacts from Salesloft. Typically, all of the newly created contacts since the last sync.
2. Individual Contact Processing
The workflow then processes each contact one by one. This ensures that every record is checked and updated individually for accuracy.
3. Pipedrive Search
For every Salesloft contact, the workflow verifies whether a corresponding record exists in Pipedrive using the email address as a unique identifier.
4. Conditional Logic
Here’s where CloudQix does the smart work:
- If the contact is found in Pipedrive → No action is taken.
- If it’s not found → A new Person record is created in Pipedrive..
5. New Person Creation
When a new contact is added, the key information from Salesloft (name, company, title, and email) is automatically mapped to Pipedrive.
Once every contact in the Salesloft list has been processed, the workflow ends, leaving your Pipedrive data fully up to date!
Why Connect Salesloft to Pipedrive?
This integration keeps Salesloft and Pipedrive data perfectly aligned without intensive manual effort from users. Sales teams can focus on prospecting while managers have an accurate view of ongoing campaigns, all with a reliable, single source of truth.
Connect Salesloft to Pipedrive with CloudQix
You can get this same automation and more, right inside CloudQix. CloudQix gives teams the power to connect systems, automate workflows, and scale without rebuilding their tech stack.
CloudQix makes it easy to:
- Connect your sales and marketing tools
- Build and manage workflows with a visual editor
- Test and deploy automations in minutes
Create your free CloudQix account today!
