PipeDrive integration: Pipedrive integration not found in the integrations wizard

prospectdave
Asked on October 13, 2019 at 10:42 AM

Echoing what others have said. When I go to find Pipedrive in the intergrations tab nothing comes up.

This is a re-post of a comment on How to integrate Jotform with Pipedrive
Kiran

Jotform Support

Answered on October 13, 2019 at 11:18 AM

We are sorry to let you know that our backend team is currently working on Pipedrive integration, which is not completed yet. The Pipedirve integration shall be released soon. Meanwhile, you may use Zapier integration to connect your Jotform with Pipedrive. Please check this link, to learn how to connect Jotform and Pipedrive via Zapier.

I am forwarding the thread to our backend team so that you'll be updated when the direct Pipedrive integration is released.

Thanks!
Mert Ceylan

Jotform Developer

Answered on October 22, 2019 at 10:37 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.

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!