Can you integrate with Pipedrive?

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    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. 


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    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, so you can use Zapier to try to connect JotForm with Pipedrive:

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

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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.
    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.
    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!