Jotform appointment into Pipe Drive

  • Plan_Lab
    Asked on October 11, 2021 at 8:20 PM

    hi,

    I am using Pipedrive integration on Jot form as it is our CRM system. We need a booking system on our jotform to book into the calendar on Pipedrive.
    The appointment books in on the correct day - however it doesn't book in a time, it is just set as a general all day event

    Would there be a reason for this?

    Thanks
    E

    1633998017 6164d4c1b363a  Screenshot 10

  • Mike_G JotForm Support
    Replied on October 11, 2021 at 9:58 PM

    We will be glad to help you with your concern. Here are the features that are only available to our Pipedrive integration:

    • Add new contacts and update existing ones
    • Add new deals
    • Add an activity
    • Add notes and files to contacts or deals

    Reference Guide: How-to-integrate-Jotform-with-Pipedrive

    Are you looking to have the data submitted on your form appear in the calendar you have set up within Pipedrive? If I'm understanding your concern correctly, you are looking for a feature similar to what our Google Calendar can do (How-to-use-Google-Calendar-create-events-with-your-form/), is that correct? I'm afraid that the feature you are looking for where you can set a Start Time and End Time is not available to the Pipedrive integration.

    I also checked to see if the integration you are looking for is available with Zapier but I'm afraid that it is not.

    https://zapier.com/apps/jotform/integrations/pipedrive

    Feel free to let us know if you need any further assistance.

  • Plan_Lab
    Replied on October 13, 2021 at 7:43 PM

    ok no worries - is there a way of separating the time and date in the conditions to allow to integration fields to pick up the date and time as separate fields?

  • Mike_G JotForm Support
    Replied on October 13, 2021 at 8:57 PM

    You can use the Date Picker element to collect the "date" value and the Time element to collect the "time" value.

    1634172839 61677fa7116c5 zt211013 205249 Screenshot 10

    Please give it a try and let us know if you need any further assistance.

  • Plan_Lab
    Replied on October 17, 2021 at 6:24 PM

    But this means you can't have specific booking times customers can select from?

  • Amin JotForm Support
    Replied on October 17, 2021 at 6:32 PM

    Hi again,

    You can use the Time Picker widget instead or create your own dropdown of hours and minutes.

    Also, have you considered using the Appointment Slots field?

  • Plan_Lab
    Replied on October 17, 2021 at 6:44 PM

    Yes, I am using the appointment slots which is working fine and does what I need it too. However when the information from my form is transferring to my CRM (Pipedrive) integration it isn't booking in the time/day correctly due to the format of the date and time together.
    It would be good if I could extract the time and date as separate fields for the integration field - but having trouble doing this.

  • Amin JotForm Support
    Replied on October 17, 2021 at 7:06 PM

    Hi again,

    Unfortunately, the Appointment Slots field doesn't offer separating date and time.

    However, and as a workaround, you can use the Date Picker widget for date and one of the widgets below for time.

    https://www.jotform.com/widgets/time-picker

    https://www.jotform.com/widgets/large-time-picker

    https://www.jotform.com/widgets/slider-time-picker

    Your understanding is most appreciated.

  • Plan_Lab
    Replied on October 17, 2021 at 9:54 PM

    Hi Amin,

    I have just had Pipedrive - my CRM integration platform - assisting me with this issue

    What format is the date and time from the appointment widget coming out of jotform system?

    Just so they can see if they reading system is matching up

    Thanks

  • Rehan Support Team Lead
    Replied on October 18, 2021 at 1:09 AM

    Greetings,

    The format of the appointment field is below.

    Monday, October 18, 2021 2:00 PM

    You can check this in the demo form below.

    https://form.jotform.com/212900787641054

    Should you have any questions then please let us know.

    Thanks