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homepilotDemandé le 29 octobre 2024 à 06:41
Bonjour,
Nous avons une intégration du formulaire "Nouvelle Gestion" vers l'outil Pipedrive et le transfert des documents ne se fait plus.
Pouvez-vous revenir vers nous à ce sujet ?
Je vous souhaite une belle journée.
Bien à vous,
L'équipe Homepilot
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Hello,
We have an integration of the "New Management" form to the Pipedrive tool, and the document transfer is no longer working.
Could you please get back to us regarding this issue?
Wishing you a great day.
Best regards,
The Homepilot Team
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Jefferson Jotform SupportRépondu le 29 octobre 2024 à 09:04
Hi homepilot,
Our French Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in French, let us know and we can have them do that. But, it might take a while until they're available again.
Now, coming back to your question, I cloned your form and tested it to see if I could replicate the issue, but everything was working properly. I was able to submit the form, and the data also went through my Pipedrive Check out the screencast below to see my results:
Can you try to re-integrate your Pipedrive? This usually resolves the issue. Let me show you how:
- In your Form Builder, click on the Settings tab in the orange navigation bar at the top of the page.
- Click on the Integrations tab on the left side of the page.
- Select the Pipedrive and click on Remove Integration.
- Confirm the removal in the dialog that appears and integrate again.
You can also check out this guide on How to Integrate Jotform With Pipedrive.
Give it a try and let us know how it goes.
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homepilotRépondu le 29 octobre 2024 à 12:51
Merci pour votre retour.
Malheureusement, nous venons de recevoir un nouveau formulaire, et cela ne fonctionne toujours pas.
L'intégration étant longue à refaire, serait-il possible de débloquer cela de votre côté ?
Merci beaucoup !
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Thank you for your response.
Unfortunately, we have just received a new form, and it still isn’t working.
Since reintegrating it is a lengthy process, would it be possible for you to unlock it on your end ?
Thank you very much !
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Jefferson Jotform SupportRépondu le 29 octobre 2024 à 13:29
Hi homepilot,
Unfortunately, we can’t perform a direct integration for your form, as authenticating your Pipedrive account needs to be done on your end. Also, did you make any changes to your Pipedrive fields before the issue started? This could be causing the error. I recommend double-checking that the fields in your form match the Pipedrive fields in type and format.
Give it a try and let us know if you need any help.