Ability to integrate the form with Pipedrive CRM.

  • stevejones100
    Asked on October 20, 2019 at 2:40 PM

    Can I link to the CRM PIpedrive within integrations?

    Page URL: https://genesistherapy.pipedrive.com/pipeline/2/user/3728402
  • AndrewHag
    Replied on October 20, 2019 at 2:52 PM

    Unfortunately, the direct integration with Piperive is not available at the moment. Our backed team is currently working on Pipedrive integration, which is not completed yet.

    We will release this integration soon. I also forwarded this to our backend team. You will be notified via this thread once the integration is available.

    In the meantime, you can connect your form to PipeDrive through Zapier.

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

  • stevejones100
    Replied on October 20, 2019 at 3:50 PM

    Do you have an estimated time of completion?
    I do not want to set up Zapier if this is imminent.

    Kind Regards
    Steve 





    ...

  • KrisLei Jotform Support
    Replied on October 20, 2019 at 4:41 PM

    Hi Steve,

    Unfortunately, we are unable to provide an ETA when it is going to be implemented, due to numerous request tickets that our developers are currently working on. 

    As my colleague advise we will launch the integration soon and rest assured that we will keep you posted on any updates via this thread.

    Thank you for your understanding. 

  • Mert Ceylan JotForm Developer
    Replied on October 22, 2019 at 10:35 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!