Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes.
Jotform’s integration with Pipedrive sends information from Jotform to your Pipedrive workspace as soon as someone fills out and submits a form. When you add the Pipedrive integration to one of your forms, preselected data is exported to fill in key details for deal, person, or activity in your Pipedrive workspace. This exchange of information eliminates the need for manual data entry or a third-party software tool to connect Jotform and Pipedrive.
With the integration, you can use submitted form data from Jotform to
- Create a deal
- Create a person
- Create an activity
- Add a note to deal, person, or activity
- Upload files to your workspace
Setting Up Pipedrive
Pipedrive integration is easy to set up:
- Go to the Settings tab.
- Choose Integrations on the left.
- Search and select Pipedrive.
- Click on Authenticate and complete the authentication process.
- Next, select a Pipedrive action.
- Depending on the action you choose, set up other details:
- In order to add a person, select an owner and set the person’s visibility.
- To add a deal, select a pipeline, a stage, a status, and an owner for the deal, and then set the visibility of the deal.
- In order to add an activity, select an activity type.
- Map the fields on your Pipedrive workspace to the fields on your form.
You can test the integration by clicking the Test integration button.
- Click Save to complete the integration.
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23 Comments:
Is it possible to initiate a form-fill request (with prefill) from within Pipedrive, such as in a Deal or Person (or Project) record?
Currently I have an integration via Make to introduce data from Jotform to Pipedrive. I'd really like to change it to be directly linked but so far it seems like I can't use logic that creates several deals for one person based on their answer in the form? Like if they answer we have 3 cars, it creates 3 deals for the same person.
Also, as this form answers are updates to the leads information and their conversion into deals, I need these deals to be assigned to the same person as the lead was. In Make it's done by email mapping, is it possible to have these functionalities in the direct integration?
Do you need any particular level of either (or both) jotform and pipedrive to make this level of integration work?
Currently, I'm assuming that the pipedrive record is matched based on the email address. Can I create a hidden field and pass the pipedrive ID to it in Jotform and use it to hook and update the record in pipedrive? If updating the email were desired, that would break the integration/connection, I'd assume, currently.
From one submission, can you add a contact and a lead from one form submission?
How does it handle duplicates when adding contacts?
can I add old applications from the form through integration to CRM pipedrive?
Another option to integrate Jotform and Pipedrive data is to use Skyvia. It is a no code SaaS.
Hi there, does this automatically add deals if the name is spelt the same? For example if there is already a record in pipedrive for "Test" and then the form tried to add another record will this create a new contact or add it? Thanks, Matt.
you had only one deal i.e. Car Deals and your jotform details attached with the car's deal. but if I have so many deals in Pipedrive, how jotform details filled by the host will sync with the same respective deal?
Im trying to link my pipedrive with jotform...
Name, surname and telephone went well
but i have some created fields on the deal and when i choose to connect, even tough there say its connected the pipedrive doesnt show me this information when done with the forms
Hi,
The integration works fine, excepte for when I try to setup an Activity integration. I get the date and time from the Appointment element and have tried matching it to the due date field with partial success. It captures the date, but not the times. This means I will create an appointment in Pipedrive for that date but with no time. I have tried changing the time format from AM/PM to 24h, but this has not changed the results.
Can you assist?
The page in reference is in developement, so if it is not available at the time of your review, please ask me for the new address. The button that calls the jotform is the white one " PRENONS RENDEZ_VOUS".
Thank you
you note above that
With the integration, you can use submitted form data from Jotform to
5. Upload files to your workspace
This instruction is not included in the integration instruction. Is this function available?
Has the Pipedrive integration been removed? I was trying to make it work last night and now it doesn't show up as an option at all.....?
Hi,
I want to know if it is possible to create a new organization contact with your app or only person contact?
Thanks
Can i get the information in pipe drive to go and fill out a form to send to other staff such as work orders
The fields are all marked as “required” and won’t allow null values even though the important fields are turned off in Pipedrive.
The "deal" integration does not work, even after adding a (unecessary) form field "deal title", it keep telling me "Deal title is required! (Can't be NULL)".
how did you get the "Deal Title" setup as a form field? can't see that as a field used in the video, but it's added as a field to integrate into pipedrive. I can't find a Deal Title field when i try to integrate into pipedrive.
When creating deal, activity and contact at the same time, I can not link them with each other.
With the same settings, however, it works, when I click on "TEST INTEGRATION" one by one on each "Action".
Which leads me to think that for instance when creating an activity, the "to-be-linked" Contact can not be found, as the creation of the contact is part of the same API call.
Echoing what others have said. When I go to find Pipedrive in the intergrations tab nothing comes up.
When will this integration be available? I'm still not seeing it as an option.
Pipedrive is not showing up ? Has it been removed ?