How to Integrate Jotform With Pipedrive

  • ken
    Asked on February 28, 2023 at 9:00 AM

    i am a small seasonal company doing residential window cleaning from april to oct so user fees can add up quickly.

    we have an online quote system customers can use to get instant quotes, we also use it when we generate the quotes in the office or on site. it does not integrate with any of our other apps. it does send us a bcc email which we can then see in pipe drive but must manually enter/ attach items like contact deal etc.

    we use pipedrive to help manage the communication portion but then we must also manually enter data to our field service app.

    currently we use zendesk for online chat and contact requests which also has to to be manually entered to pipedrive and eventually field service app

    i it looks like jotform can function as an online store? consequently we could use it for onsite quotes which would then integrate into pipedrive?




  • Chris_L JotForm Support
    Replied on February 28, 2023 at 9:08 AM

    Hi Ken,

    Thanks for reaching out to Jotform Support. You can build a form where you can list your products, you can also choose the payment gateway that you wish to add to your form. You also have the option to convert your form to an app. Additionally, you can integrate the Pipedrive into your form. I have listed the guides that you can check, please see below:

    How to Integrate Jotform With Pipedrive

    How to Create an App From a Form

    Payment Processor Integrations

    Reach out again if you need any more help.