Ability to integrate with Pipedrive CRM.

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    coffeecontracts
    Asked on September 21, 2019 at 01:34 PM

    I saw that back in 2016 you were considering integration with Pipedrive. Are you any closer to doing so so that I don't need to use Zapier?

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    AndrewHag
    Answered on September 21, 2019 at 02:21 PM

    Unfortunately, direct integration with the Pipedrive is not available yet.

    I forwarded this to our backend team as a feature request. Please be noted that we cannot provide you any ETA for the implementation. You will be notified via this thread when there is an update.

    Meanwhile, please consider using the Zapier to you connect your form with Pipedrive.

    https://zapier.com/app-directory/jotform/integrations/pipedrive

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    Marvin
    Answered on October 22, 2019 at 10:44 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!