How to Integrate Jotform With Pipedrive

July 22, 2024

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. By integrating your form with Pipedrive, you can create new deals, contacts, or activities in Pipedrive from submitted form data, ensuring that leads are quickly and accurately captured.

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To integrate your form with Pipedrive

  1. In the Form Builder, go to Settings at the top.
  2. Select Integrations on the left.
Steps to access integrations in Jotform
  1. Search and select Pipedrive.
Steps to integrate Jotform with Pipedrive
  1. Authenticate your Pipedrive account.
Steps to integrate Jotform with Pipedrive
  1. Choose a Pipedrive action and configure related settings.
Steps to integrate Jotform with Pipedrive
  1. Map your Pipedrive workspace fields to your form fields.
Steps to integrate Jotform with Pipedrive
  1. Include notes and upload files if needed, then save your settings.
Steps to integrate Jotform with Pipedrive
    Contact Support:

    Our customer support team is available 24/7 and our average response time is between one to two hours.
    Our team can be contacted via:

    Support Forum: https://www.jotform.com/answers/

    Contact Jotform Support: https://www.jotform.com/contact/

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