Ability to integrate with Pipedrive CRM?

  • BaliBISA
    Asked on September 2, 2016 at 3:06 PM
    Also do you have an integration going on with Pipedrive CRM n the future?
  • Kiran Support Team Lead
    Replied on September 2, 2016 at 4:46 PM

    Since Pipedrive integration is not available at the moment, let me forward the request to our backend team for evaluation. Please be noted that we cannot provide you any ETA for the implementation. However, you'll be posted here if we have any update in this regard.

    Thanks!

  • redpalm
    Replied on September 2, 2016 at 7:31 PM

    I was successful with Pipedrive and ZAPIER.  Great integration and you can even control which pipeline and stage the contact needs to go into.

    Depending on the account you get, the free account sweeps every 15 minutes.  We have a paid one, and the lead shows up within a minute or so.

    Good luck!

  • BJoanna
    Replied on September 3, 2016 at 2:58 AM

    @redpalm 

    Thank you for letting us know that you successfully integrated JotForm with Pipedrive via Zapier. 

    @ainsleymd 

    My colleague has raised your request for direct integration with Pipedrive to our developers. Until this is implemented you can try to integrate your form with Pipedrive via Zapier.

    https://zapier.com/zapbook/jotform/pipedrive/ 

    https://www.jotform.com/blog/65-JotForm-is-now-on-Zapier-Send-Your-Form-Data-to-100-Web-Services 

    https://zapier.com/zapbook/zaps/11347/create-or-update-deals-on-pipedrive-with-new-jotform-submissions/ 

  • Mert Ceylan JotForm Developer
    Replied on October 22, 2019 at 10:49 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!