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leveragemarketinghhAsked on October 2, 2019 at 6:54 PM
hey i want to connect jotform with pipedrive? that's my crm any help here please?
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Kevin Support Team LeadReplied on October 2, 2019 at 7:10 PM
We have an integration with Pipedrive, here is a guide that will help you setting this up on your form: https://www.jotform.com/help/580-How-to-integrate-JotForm-with-Pipedrive
If you have questions, let us know.
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leveragemarketinghhReplied on October 2, 2019 at 7:13 PM
If you can see below it won’t come up when I search it
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Kevin Support Team LeadReplied on October 2, 2019 at 7:51 PM
Thanks for reporting, I can see the same on my end so I'm reporting this to our second level so our developers can have a look on this.
Also, in the meantime you may use the Zapier integration, this link will help you doing so: https://zapier.com/app-directory/jotform/integrations/pipedrive
We will keep you updated via this thread.
Thanks.
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dilminReplied on October 8, 2019 at 3:50 AM
We apologize for the confusion. We are currently working on Pipedrive integration, which is not completed yet.
We will release this integration soon. In the meantime, you can use Zapier integration. Please check this link, to learn how to connect JotForm and Pipedrive via Zapier.
You will be updated when the direct Pipedrive integration will be released.
Thanks.
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Mert Ceylan JotForm DeveloperReplied on October 22, 2019 at 10:47 AMWe'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.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.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: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!