Ability to integrate with Pipedrive CRM.

  • coffeecontracts
    Asked on September 21, 2019 at 1:34 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?

  • AndrewHag
    Replied on September 21, 2019 at 2:21 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

  • Mert Ceylan JotForm Developer
    Replied 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 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!