Can you integrate with Pipedrive?

  • Profile Image
    Zac Richey 
    Asked on September 19, 2019 at 10:08 AM

    I have a client that uses pipedrive but wanted to use your forms.. Do you guys integrate with pipedrive? I know it sales salesforce and trello but he is set on pipedrive. 

    Thanks! 

  • Profile Image
    BDAVID
    Answered on September 19, 2019 at 12:34 PM

    Unfortunately, we don't have an integration with Pipedrive. I'll forward a feature request on your behalf to our back-end team. You will be notified via this forum thread if this gets implemented in the future.

    Meanwhile, I found that Pipedrive is available in Zapier.com, so you can use Zapier to try to connect JotForm with Pipedrive: https://zapier.com/app-directory/jotform/integrations/pipedrive

    Open a new forum thread if you need anything else, we will be glad to assist you.

  • Profile Image
    Marvin
    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.
     
    157175679593408_Screen Shot 2019-09-25 a
     
    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.gif
     
    To add a deal, you should select a pipeline, a stage, a status, owner for the deal and the deal's visibility.
     
    1571756823pipedrive2.gif
     
    To add an activity, just select the activity type.
     
    1571756837pipedrive4.gif
     
    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!