Pipedrive integration with JotForm

  • charityhouse
    Asked on October 31, 2017 at 4:17 PM

    We use this software for our company and would love it if your forms integrated with it rather than having to use Zapier  to do it.

  • Support_Management Jotform Support
    Replied on October 31, 2017 at 7:54 PM

    For the time being, using Zapier as the middleman would be the only workaround.

    So as a way to help, I elevated your thread as a Feature Request. Please keep in mind that there's no assurance whether this will be implemented. It will highly depend on the viability of the feature, the amount of similar requests we get, along with the workload of our Developers.

    We can't give you any timeframe but we'll keep you apprised on this same thread when there's an update.

  • Mert Ceylan JotForm Developer
    Replied on October 22, 2019 at 10:48 AM
    We're happy to let you know that you can now directly integrate JotForm with Pipedrive!
     
    Here's how it works:
     
    1. Go to settings and then select Integrations on the left side, then search Pipedrive in the search bar.
    1571756780Screen Shot 2019 10 22 at 15 Screenshot 10
    2. Click Authenticate, and enter the credentials on the popup window.
     
    3. Once the authentication process is complete, you can use the dropdown menu to select an action.
     
    157175679593408 Screen Shot 2019 09 25 a Screenshot 21
     
    4. Depending on the action you choose, you should fill in the other details for your selection and map the fields on your Pipedrive Workspace to the fields.
     
    To add a person, you should select an owner and set up the person's visibility.
     
    1571756809pipedrive3 Screenshot 32
     
    To add a deal, you should select a pipeline, a stage, a status, owner for the deal and the deal's visibility.
     
    1571756823pipedrive2 Screenshot 43
     
    To add an activity, just select the activity type.
     
    1571756837pipedrive4 Screenshot 54
     
    You can also add multiple actions for various Pipedrive stages and deals using the same integration using the add new button, which will appear after you have successfully created your first action:
     
    1571756855Screen Shot 2019 10 22 at 15 Screenshot 65
     
    You can check out this guide for more details.
     
    I hope this helps and if you require any further assistance feel free to let us know!