Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

Salesforce

 with 

Pipedrive

With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

Salesforce

Pipedrive

250+ applications
get your integration up and running today

Book a free consultation to get a quote

What is Exelement SyncCloud?

Integrate, exchange, migrate and replicate data between your platforms in no time.

300+ integration connectors to popular apps and services

Rapid custom API connector development, including for your on-prem systems

Fully managed integration platform as a service (iPaaS)

How to Integrate 

Salesforce

 with 

Pipedrive

Sharing your data between systems is as easy as one two three.

Account setup

Based on your integration needs, we set up a new account and enable the integration connectors needed to build the integration,

Salesforce
 and 
Pipedrive

, plus others if needed.


If you require endpoints that is currently not available in SyncCloud, or if you require a new connector, we will, build modify existing, or build the new custom connector for you and add it to your account.

01
02

Integration implementation and launch

Before we build the integration, we will do a quick health check in your 

Salesforce

 instance and suggest any changes needed to make the integration work seamlessly.


Based on your requirements, our Data Integration Services Team builds your integration and launches it in an efficient and quick turnaround time. We work with your internal teams to ensure correct field mapping, data synchronization logic, integration frequency, and any custom requirements are met.

Based on your integration complexity, custom logic and any other specific requirements, the time to setup your specific integration can vary. We recommend starting simple and then add on more connections.

Continuous support throughout the lifecycle.

After the launch we will monitor the integration closely for two weeks, and after that we’ll hand over to continuous support. If you need any tweaks or simple changes, just reach out and ask and we’ll set it up for you.

For major changes or updates to your integration, we’ll scope the work together to minimize impact on your production systems.  

03
get your integration up and running today

Book a free consultation to get a quote

INTEGRATE EVERYTHING

Available integration methods

Custom Objects

  • List New Records 1: Retrieves the specified object's records created since the last time this action was executed.
  • Get Record By ID 2: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
  • Get Record By ID 1: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
  • List Records 3: Retrieves all records from the specified object.
  • Update Record 3: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
  • Create Record 3: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
  • Get Record By ID 3: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
  • Upsert Record 3: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
  • List Updated Records 1: Retrieves the specified object's records updated since the last time this action was executed.
  • List New Records 2: Retrieves the specified object's records created since the last time this action was executed.
  • Delete Record 3: Deletes the specified record from the specified object.
  • Upsert Record 1: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
  • Upsert Record 2: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
  • List Updated Records 2: Retrieves the specified object's records updated since the last time this action was executed.
  • Create Multiple Records 1: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
  • Create Record 2: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
  • Get Record By Custom Condition 2: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
  • List Object Fields: Retrieves all field names for the specified object.
  • Get External ID Field 1: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
  • Create Multiple Records 2: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
  • Update Record 1: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
  • Delete Record 2: Deletes the specified record from the specified object.
  • Describe Object: Completely describes the individual metadata at all levels for the object.
  • Create Multiple Records 3: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
  • List Records 2: Retrieves all records from the specified object.
  • List Records 1: Retrieves all records from the specified object.
  • List New Records 3: Retrieves the specified object's records created since the last time this action was executed.
  • List Objects: Retrieves all objects within your Salesforce account.
  • Update Record 2: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
  • Get External ID Field 2: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
  • Create Record 1: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
  • Get Record By Custom Condition 1: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
  • List Updated Records 3: Retrieves the specified object's records updated since the last time this action was executed.
  • Get External ID Field 3: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
  • Get Record By Custom Condition 3: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
  • Delete Record 1: Deletes the specified record from the specified object.

Cases

  • Delete Case: Deletes a case.
  • List Updated Cases: Lists cases created or modified since the last run.
  • List Cases: Lists all cases.
  • Get Case: Gets a case by ID.
  • Upsert Case: Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • Create Case: Creates a new case which represents a customer issue or problem.
  • List New Cases: Lists cases created since the last run.
  • Update Case: Updates a case.

Tasks

  • List Task Priorities: Lists the options for task priorities.
  • Get Task: Gets a task by ID.
  • Update Task: Updates a task.
  • Create Task: Creates a new task.
  • List Updated Tasks: Lists tasks created or modified since the last run.
  • List Tasks: Lists all tasks.
  • List Task Statuses: Lists the options for task statuses.
  • Delete Task: Deletes a task.
  • List New Tasks: Lists tasks created since the last run.

Opportunity Line Items

  • List Updated Line Items: Lists opportunity line items created or modified since the last run.
  • Delete Line Item: Deletes an opportunity line item.
  • List Line Items: Lists opportunity line items.
  • List New Line Items: Lists opportunity line items created since the last run.
  • Get Line Item: Get line item for an opportunity by ID.
  • Update Line Item: Updates an opportunity line item.
  • Create Line Item: Creates a new opportunity line item.

Opportunities

  • Get Opportunity: Gets an opportunity by ID.
  • List Opportunities: Lists all opportunities.
  • List Opportunity Stages: Lists the possible stages for an opportunity in Salesforce.
  • List New Opportunities: Lists the opportunities created since the last run.
  • Create Opportunity: Creates an opportunity.
  • Update Opportunity: Updates information about an opportunity which would represent a sale or pending deal.
  • List Updated Opportunities: Lists the opportunities created or modified since the last run.
  • Upsert Opportunity: Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • Delete Opportunity: Deletes an opportunity.

User Roles

  • Get User Role: Gets a user role by ID.
  • Update User Role: Updates an existing user role.
  • List User Roles: Lists all user roles.
  • Delete User Role: Deletes a user role.
  • Create User Role: Creates a new user role.

Accounts

  • List Accounts: Lists accounts from Salesforce.
  • Create Account: Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
  • List Updated Accounts: Lists accounts created or modified since the last run.
  • List Accounts By PersonEmail: Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.
  • Get Account: Gets an account by ID.
  • Update Account: Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
  • List Accounts By Custom Field: Lists accounts by a custom field, where equals .
  • Upsert Account: Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • Delete Account: Deletes an account.
  • List New Accounts: Lists accounts created since the last run.

Contacts

  • Get Contact ID: Gets the Contact ID associated with the specified email address.
  • Contact Exists For Email Address: Checks whether any contacts exist for the specified email address.
  • List New Contacts: Lists contacts created since the last run.
  • Contact Exists For ID: Checks if a contact exists with the specified ID.
  • Update Contact: Updates a contact's details.
  • Create Contact: Creates a new contact.
  • Upsert Contact: Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup.
  • Get Contact: Gets the contact with the specified ID.
  • Delete Contact: Deletes a contact.
  • List Contacts: Lists all contacts.
  • List Updated Contacts: Lists contacts created, modified or deleted since the last run.
  • Get Contact(s) By Email: Gets the contact(s) with the specified email address.
  • Get Contact(s) By Mobile Number: Gets the contact(s) with the specified mobile number.

Campaigns

  • If Exists: Campaign: Gets a campaign by ID and returns along a true path if it exists.
  • Get Campaign: Gets a campaign by ID.
  • List Updated Campaigns: Lists campaigns created or modified since the last run.
  • List Campaigns: Lists campaigns.
  • Delete Campaign: Deletes a campaign.
  • List New Campaigns: Lists campaigns created since the last run.
  • Upsert Campaign: Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • Create Campaign: Creates a campaign.
  • Update Campaign: Updates a campaign.
  • Get Campaign By Name: Gets a campaign by name.

Campaign Member Status

  • Update Campaign Member Status: Updates a campaign member status. Only allows for the order of the status to be changed in the picklist.
  • List Campaign Member Statuses: Lists campaign member statuses.
  • Create Campaign Member Status: Creates a campaign member status.
  • Delete Campaign Member Status: Deletes a campaign member status.

Notes

  • List Notes: Lists notes from this Salesforce account.
  • List Updated Notes: Lists notes created or modified since the last run.
  • Update Note: Updates a note.
  • List New Notes: Lists notes created since the last run.
  • Get Note: Gets a note by ID.
  • Create Note: Creates a new note.
  • Delete Note: Deletes a note.

Pricebooks

  • List Pricebook Entries: Lists entries to a specified pricebook.
  • Get Pricebook Entry: Gets a pricebook entry.
  • List Pricebooks: Lists all pricebooks.

Opportunity Contact Roles

  • Update Opportunity Role: Updates an opportunity contact role.
  • List Opportunity Roles: Lists opportunity contact roles.
  • List Updated Opportunity Roles: Lists opportunity contact roles created or modified since the last run.
  • Get Opportunity Role: Gets an opportunity contact role by ID.
  • Create Opportunity Role: Creates a new opportunity contact role.
  • Add Contact To Opportunity: Adds an existing contact to an opportunity.
  • List New Opportunity Roles: Lists opportunity contact roles created since the last run.
  • List Roles By Opportunity: Lists opportunity contact roles for a specified opportunity.
  • Get Primary Opportunity Role: Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found.
  • Delete Opportunity Role: Deletes an opportunity contact role.

Users

  • List Users: Lists all users.
  • Get User: Gets a user by ID.
  • Get Self: Gets the current user's profile information.
  • Get User By Name: Gets a user by FullName.

Documents

  • Get Content Document Data (CSV): Return the contents of a CSV content document.
  • Get Content Version: Retrieve the content version ID of a given content document.
  • List Content Documents: Retrieve a list of all content documents.

Campaign Members

  • Update Campaign Member: Updates a campaign member.
  • Create Campaign Member: Creates a new campaign member.
  • Delete Campaign Member: Deletes a campaign member.
  • Get Campaign Member: Gets a campaign member by ID.
  • Upsert Campaign Member: Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • List Campaign Members: Lists campaign members.

Events

  • List Events: Lists events from this Salesforce account.
  • Update Event: Updates an existing event.
  • Create Event: Creates a new event.
  • List New Events: Lists events created since the last run.
  • Delete Event: Deletes an event.
  • List Updated Events: Lists events created or modified since the last run.
  • Get Event: Gets an event by ID.

Assets

  • List Assets: List assets from Salesforce.

Products

  • Get Product: Gets a Product.
  • List New Products: Lists the Products created since the last run.
  • List Updated Products: Returns a list of Products that have been updated since the last run.
  • List Products: Returns a list of Products.

Leads

  • List New Leads: Lists leads created since the last run.
  • Upsert Lead: Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
  • Create Lead: Creates a new lead.
  • List Updated Leads: Lists leads created or modified since the last run.
  • Update Lead: Updates an existing lead.
  • Delete Lead: Deletes a lead.
  • List Leads By Email: Lists leads with the specified email address.
  • Get Lead: Gets a lead by ID.
  • List Leads: Lists all leads.

Attachments

  • Create Attachment: Creates a new attachment.
  • List Attachments: Lists attachments from this Salesforce account.
  • Get Attachment: Gets an attachment by ID.
  • List New Attachments: Lists attachments created since the last run.
  • List Updated Attachments: Lists attachments created or modified since the last run.
  • Update Attachment: Updates an attachment.
  • Delete Attachment: Deletes an attachment.

Event Relations

  • List Contact\Lead Event Relations: Lists event contact and lead attendees.
  • List Declined Event Relations: Lists declined event attendees.
  • List Events Relations: Lists event attendees.
  • List Accepted Event Relations: Lists accepted event attendees.
  • List Undecided Event Relations: Lists undecided event attendees.
  • Create Event Relation: Create a new event relation

Record Types

  • Get Record Type: Gets an record type by ID.

Bulk Operations

  • Close Job: Closes a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data.
  • Get Job: Retrieves detailed information about a job.
  • Create Insert Job: Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
  • Abort Job: Aborts a job. If you abort a job, the job does not get queued or processed.
  • Delete Job: Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
  • List Jobs: Retrieves all jobs in the organization.
  • Upload CSV Data: Uploads data for a job using CSV data you provide.

Enhanced Notes

  • Create Enhanced Note: Creates an 'enhanced' note as displayed by the 'Notes' Related List in Salesforce.

Locations

  • Get Location: Gets a location by ID.

Outbound Messages

  • Outbound Message Response: Send a response to an outbound message from Salesforce. Set Result to 'true'/'false' to send a success/failure response back to SF.

Login History

  • List Login History: Lists all login sessions.

Groups

  • List Groups: List groups from Salesforce.

Filters

  • Get Filter: Returns data about a single filter.
  • List All Filters: Returns data about all filters.
  • Add Filter: Add a new filter
  • Delete Filter: Delete an existing filter

Activities

  • Update Activity: Modifies an activity.
  • Get Activities: Get the details of all Activities
  • Add Activity: Adds an activity.
  • Delete Activity: Deletes an activity.
  • Get User Activities: Returns all activities assigned to a particular user.
  • Get Activity: Get the details of an Activity

Users

  • Find Users By Name: Find users by their name.
  • List Users Blacklisted Email Addresses: List all blacklisted email addresses of the specified user.
  • Update User: Updates the properties of a user.
  • Get User: Get a users details.
  • List Users: Returns data about all users.
  • Create User: Adds a new user to the company, returns the ID upon success.
  • Get User Role Settings: Get a users role settings.
  • Get Current User: Get the currently authenticated users details.
  • List User Followers: List followers of a specific user.

Organization Fields

  • List Custom Organization Fields: Returns all custom organization fields.
  • List Organization Fields: Returns all organization fields.

Internal

  • List Singular Person Fields (for Custom Field Lookup): Returns all person fields in singular format, no array.
  • List Person Fields - LIST (for Custom Field Lookup): Returns all person fields in an array.
  • List Singular Organization Fields (for Custom Field Lookup): Returns all organization fields in singular format, no array.

Organizations

  • List An Organizations Activities: Gets a list of an organizations activities.
  • List An Organizations Followers: Gets a list of an organizations followers.
  • Get Organizations by Name: Searches all organizations by their name
  • List An Organizations Permitted Users: Gets a list of an organizations permitted users.
  • List An Organizations Associated Deals: Gets a list of an organizations associated deals.
  • List An Organization's Updates: Gets a list of an organization's updates.
  • Update Organization: Update details of an existing organization.
  • Delete Organization: Update details of an existing organization
  • List Updated Organizations: Gets a list of organizations new/updated since the last run.
  • Add Organization: Adds a new organization
  • Get Organization: Gets details of an organization
  • List An Organizations People: Gets a list of an organizations people.
  • Search Organizations: Searches all Organizations by a given term.
  • Get Organization V2: Gets details of an organization
  • List Organizations: Gets a list of organizations

Notes

  • Get New Notes: Returns all new notes.
  • Add a Note: Adds a note.
  • Get All Notes: Returns all notes.
  • Update Note: Updates a note.
  • Delete Note: Deletes a note.
  • Get Note: Get details of the specified Note.

Webhooks

  • Updated Activity: Triggered when an activity has been updated.
  • Updated Deal: Triggered when a deal has been updated.
  • Updated Person: Triggered when a person's record has been updated.
  • Updated Product: Triggered when a product has been updated.
  • Updated Organization: Triggered when an organization has been updated.
  • Added Note: Triggered when a note has been added.
  • Added Product: Triggered when a product has been added.

Leads

  • Update Lead: Updates the specified lead.
  • Create Lead: Creates a new lead.
  • Get Lead: Returns the specified lead.
  • List Leads: Returns all leads.

Products

  • Delete Product: Marks a product as deleted.
  • List Products: Returns data about all products.
  • Get Product's Prices: Returns data about a specific product's prices.
  • Get Product: Returns data about a specific product.
  • Create Product: Adds a new product to the products inventory.
  • Search Products: Searches all products by name, code and/or custom fields.
  • List New Products: Returns data about all products created since last run.
  • List Updated Products: Returns data about all products created or modified since last run.
  • Update Product: Updates product data.

Stages

  • Delete Stage: Marks a stage as deleted.
  • List Stages: Returns data about all stages in all Pipelines.
  • Add Stage: Adds a new stage, returns the ID.
  • Update Stage: Update the properties of a stage.
  • Get Stage: Returns data about a specific stage.
  • List Stages for Pipeline: Returns data about the stages in the selected Pipeline.

People

  • Update Person: Updates a person's details.
  • List People: Returns a list of people.
  • Get Person V2: Gets all the details of a person.
  • Get Person: Gets all the details of a person.
  • Get People by Email Address: Returns a list of people matching the email address provided.
  • Add Person: Adds a new person.
  • Search People: Searches all people by name, email, phone, notes and/or custom fields.
  • List Updated People: Returns a list of people new/updated since last run.
  • Delete Person: Deletes a person.

Deals

  • List Deals by Stage: Returns all deals at a specific stage.
  • Add Deal: Adds a new deal.
  • List Deals: Returns all deals.
  • Get Deal: Returns details of a specific deal.
  • Delete Deal: Marks a deal as deleted.
  • List Updated Deals: Returns a list of deals new/updated since last run.
  • List Deal Participants: Lists participants associated with a deal.
  • List Deal Products: Lists products associated with a deal.
  • Update Deal: Updates the details of a deal.

Teams

  • List Teams: Returns a list of all Teams.

Roles

  • List Roles: Returns a list of all roles.

People Fields

  • List Custom People Fields: Returns all custom people fields.
  • List People Fields: Returns all people fields.

Currencies

  • Get Currencies: Returns all supported currencies in given account which should be used when saving monetary values with other objects. The 'code' parameter of the returning objects is the currency code according to ISO 4217 for all non-custom currencies.

Pipelines

  • Get Pipeline: Returns data about a specific pipeline.
  • Update Pipeline: Update the properties of a pipeline.
  • List Pipelines: Returns data about all pipelines.
  • Add Pipeline: Adds a Pipeline.

Deal Fields

  • List Deal Fields: Returns all deal fields.
  • Get Deal Field: Returns details of a specific deal field.

Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

Book a free consultation

Secure Data Movement From Point A to B,
In Weeks Not Months

GDPR Compliant

We take GDPR seriously and design everything with security first.

IP Whitelisting

Exelement's SyncCloud sends and receives requests from static IP address which you could whitelist in your system's API.

SSL everywhere

We always use SSL when customer systems connect to Exelement SyncCloud or third party APIs such that data is encrypted on the way in to and out of the Exelement SyncCloud application. Whilst in the Exelement SyncCloud application environment all data is encrypted.

Untangle your IT team

By building and running your system integrations on Exelement SyncCloud, you get to free up your IT team from building, managing and hosting your marketing and sales integrations. We know how busy internal IT teams can be, sometimes small marketing and sales projects would take forever to be delivered and get tangled with internal resources and skillset planning, DevOps and security limitations. Why tangle your IT team while you can launch your integrations faster and in isolation from your internal IT systems?

Physical Access Controls

Exelement's SyncCloud application runs in secure data centres operated by Amazon Web Services. Amazon Web Services policy in regards to Physical Access is as follows: Physical data centre access is granted only to approved employees and third parties. Such individuals who need data centre access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data centre the individual needs access, and are time-bound.  Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.
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