Integrating Salesloft with Pipedrive: Streamline your sales workflow

Ever found yourself toggling between sales engagement and CRM platforms, manually updating information and wondering if there’s a better way? For sales teams using Salesloft and Pipedrive, this challenge is all too familiar. Fortunately, connecting these powerful tools can transform your sales process from disjointed to seamless.

How Salesloft and Pipedrive integration works

While Salesloft and Pipedrive don’t currently offer a native integration, several third-party platforms make connecting these systems straightforward and powerful. Here’s how you can bridge these platforms:

Integration options

Make.com (formerly Integromat): Offers a user-friendly drag-and-drop interface to create automated workflows between Salesloft and Pipedrive without coding knowledge. Their visual workflow builder makes complex automations accessible even to non-technical users.
Zapier: Enables trigger-based automation, such as creating new Salesloft cadences when deals reach specific stages in Pipedrive. Particularly useful for teams who already use Zapier for other workflow automations.
Vertify: Provides robust data synchronization with a visual interface for mapping fields between platforms. Vertify excels at maintaining data integrity across multiple systems.
Tray.io: Delivers more complex integration capabilities for enterprise-level needs, though at a potentially higher price point. Ideal for sophisticated workflows requiring advanced data transformation.

Setting up your integration

Regardless of which platform you choose, the integration process follows these key steps:

Authentication: Connect both platforms using API keys or OAuth credentials
Data mapping: Align fields between systems (e.g., matching Pipedrive’s “Deal Stage” with Salesloft’s “Lead Status”)
Workflow design: Create automation rules based on triggers and actions
Testing: Verify data flows correctly between systems

For example, you might create a workflow where new Facebook leads automatically create contacts in Pipedrive, which then triggers a personalized outreach sequence in Salesloft. As Make.com explains, this type of automation can drastically reduce manual data entry while ensuring no lead falls through the cracks.

Benefits for sales teams

Connecting Salesloft with Pipedrive delivers several advantages that directly impact your sales effectiveness:

Enhanced lead management

Automatically sync leads between platforms to ensure your team works with the most current information. When a new lead enters Pipedrive, it can trigger a specific Salesloft cadence without manual intervention.

For instance, you can create workflows that automatically generate Pipedrive contacts from various sources like Facebook Ads or web forms, then immediately place them in appropriate Salesloft sequences based on lead attributes such as industry, company size, or expressed interests.

Reduced manual data entry

Stop the tedious process of logging calls, emails, and meetings in multiple places. When your team completes activities in Salesloft, they can automatically update in Pipedrive, maintaining a comprehensive view of customer interactions.

This bi-directional sync means your sales reps spend more time selling and less time on administrative tasks. According to many sales teams who implement this integration, representatives save an average of 5-10 hours per week previously spent on data entry.

Data-driven insights

Combine Salesloft’s engagement metrics with Pipedrive’s pipeline analytics for a holistic view of your sales process. Leverage Pipedrive’s AI Sales Assistant to predict deal win probabilities and trigger appropriate Salesloft follow-ups based on those insights.

This combination creates a powerful feedback loop: Pipedrive’s pipeline data informs which Salesloft cadences are most effective, while Salesloft’s engagement data helps refine Pipedrive’s deal predictions.

For UK sales teams, centralizing data between platforms helps maintain GDPR compliance by reducing data silos and providing clearer oversight of customer information. With a properly configured integration, you can implement consistent data retention policies and maintain better visibility into what customer data exists across systems.

Real-world applications

While specific UK case studies are limited, these practical applications demonstrate the power of integration:

Scenario 1: Lead capture to outreach automation

A SaaS company implemented a workflow where new leads from their website automatically created contacts in Pipedrive, triggering personalized Salesloft cadences based on the lead’s industry and company size. This reduced their lead response time by 30%.

The automation included deduplication checks to prevent creating multiple records, and the personalized cadences addressed specific pain points common to each industry segment. The result was not just faster outreach, but more relevant initial conversations.

Scenario 2: Deal stage-based engagement

A London marketing agency configured their integration to monitor deal stages in Pipedrive. When deals moved to “Proposal Sent,” the system automatically enrolled contacts in a Salesloft nurture sequence designed to address common objections. This approach increased their conversion rate by 25%.

The sequence included case studies tailored to the prospect’s industry, testimonials addressing frequent concerns, and subtle reminders about proposal deadlines—all delivered at optimal intervals determined through previous engagement data.

Scenario 3: Activity synchronization

A financial services team set up bi-directional syncing of all communications. When sales reps logged calls in Salesloft, the activity automatically appeared in Pipedrive, creating a comprehensive client history without duplicate data entry.

This synchronization extended to meeting notes, email exchanges, and even sentiment analysis of client communications. The complete interaction history gave account managers crucial context for every client conversation, improving relationship management.

Best practices for successful integration

1. Plan your data architecture

Before implementation, map out exactly which fields should sync between systems and in which direction. Consider:

Contact and company information
Deal stages and opportunity data
Activity logs (calls, emails, meetings)
Custom fields specific to your business

Create a visual diagram of your planned data flows to identify potential issues before they arise. For example, if both systems have “lead status” fields with different available values, decide in advance how these will map to each other.

2. Establish clear workflow rules

Define precisely when and how data should move between systems:

Which actions in Pipedrive should trigger Salesloft cadences?
How should completed Salesloft activities update Pipedrive records?
What deal stages warrant changes in engagement strategy?

Document these rules and review them with stakeholders before implementation. This ensures the technical setup matches your actual sales process rather than forcing your team to adapt to technical limitations.

3. Train your team thoroughly

Even the best integration fails without proper adoption. Ensure your team understands:

The purpose and benefits of the integration
How data flows between systems
Their responsibilities in maintaining data quality
Troubleshooting steps for common issues

Consider creating a brief video walkthrough for reference and designating “power users” who can provide peer support during the adjustment period.

For UK sales teams, ensure your integration adheres to data protection regulations:

Audit data flows regularly
Implement appropriate data retention policies
Ensure transparency with customers about data usage
Consider anonymizing sensitive fields during synchronization

As Pipedrive notes in their guidance on AI usage, transparency with customers about how their data is processed is not just a legal requirement but also builds trust.

Common challenges and solutions

Challenge	Solution
Data sync delays	Use “Instant Triggers” in platforms like Zapier for real-time updates
Field mapping complexity	Start with essential fields and gradually expand as needed
Duplicate records	Implement deduplication rules in your integration workflow
User adoption resistance	Demonstrate time savings and ROI through pilot programs
Inconsistent data formats	Create standardization rules (e.g., phone number formatting) in your integration

Leveraging AI capabilities

Pipedrive’s AI Sales Assistant offers powerful capabilities that can enhance your Salesloft outreach:

Use AI-generated email drafts as templates for Salesloft cadences
Leverage sentiment analysis to tailor follow-up strategies
Employ win probability predictions to prioritize Salesloft engagement

For example, you might configure a workflow where deals with Pipedrive AI-predicted win rates below 40% automatically trigger an executive-level outreach sequence in Salesloft designed to overcome objections.

However, it’s essential to maintain human oversight of AI tools to prevent bias and ensure compliance with UK regulations. As research into AI in sales has shown, the most effective approaches combine AI-driven insights with human judgment rather than fully automating decision-making.

Getting started

Ready to transform your sales workflow? Begin by evaluating which integration platform best suits your needs based on:

Your technical resources and expertise
Budget considerations
Complexity of desired workflows
Volume of data to be synchronized

Once selected, start with a simple use case—perhaps syncing new leads or updating deal stages—before building more complex automation. This phased approach allows your team to adapt gradually while delivering immediate value.

By thoughtfully connecting Salesloft and Pipedrive, your sales team can focus less on administrative tasks and more on what matters: building relationships and closing deals. With the right integration strategy, you’ll create a unified sales ecosystem that drives efficiency and results.

Want to explore how AI can further enhance your sales process beyond these integrations? Discover how Sera’s AI-driven solutions can complement your Salesloft and Pipedrive setup by automating lead generation, crafting personalized outreach, and scheduling meetings—all while integrating seamlessly with your existing tools.