Integration Request for Pipedrive CRM

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    Asked on April 01, 2019 at 08:27 PM
    Hi - We recently switched to JotForm.  It has been great, but we can't quite figure out the file submissions.  When the form is submitted we have it go 2 places (1) Slack, and (2) Pipedrive (via zapier)
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    Answered on April 01, 2019 at 08:30 PM

    As mentioned on the other thread, this is now escalated as a feature request. Once this is implemented, you'll be informed here.

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    Answered on October 22, 2019 at 10:45 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 15.5
    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.
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    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.
    To add a deal, you should select a pipeline, a stage, a status, owner for the deal and the deal's visibility.
    To add an activity, just select the activity type.
    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 15.4
    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!