-
charityhouseAsked on October 31, 2017 at 4:17 PM
We use this software for our company and would love it if your forms integrated with it rather than having to use Zapier to do it.
-
Support_Management Jotform SupportReplied on October 31, 2017 at 7:54 PM
For the time being, using Zapier as the middleman would be the only workaround.
So as a way to help, I elevated your thread as a Feature Request. Please keep in mind that there's no assurance whether this will be implemented. It will highly depend on the viability of the feature, the amount of similar requests we get, along with the workload of our Developers.
We can't give you any timeframe but we'll keep you apprised on this same thread when there's an update.
-
Mert Ceylan JotForm DeveloperReplied on October 22, 2019 at 10:48 AMWe'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.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.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.To add a deal, you should select a pipeline, a stage, a status, owner for the deal and the deal's visibility.To add an activity, just select the activity type.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: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!