Integrate Everest Forms with Pipedrive

Send information between Everest Forms and Pipedrive automatically, without writing any code, using Zoho Flow.

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Add a new contact in Pipedrive for each new form submission received via Everest Forms

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Pipedrive from the responses collected via Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a new contact person for the selected organization in Pipedrive.
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Add a new contact in Pipedrive for each new form submission received via Everest Forms

Everest Forms + Pipedrive

Build your own integrations between Everest Forms and Pipedrive

Connect Everest Forms and Pipedrive with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Everest Forms and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

Contact person created

Triggers when a new contact person is created

Pipeline stage created

Triggers when a new pipeline stage is created

Organization created

Triggers when a new organization is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Pipeline created

Triggers when a new pipeline is created

Activity created

Triggers when a new activity is created

Deal updated

Triggers when any detail of an existing deal is updated

Note added

Triggers when a new note is added

Note updated

Triggers when an existing note is updated

All Actions - Actions are the automated tasks

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update deal

Updates the details of an existing deal

Create product

Creates a new product

Create organization

Creates a new organization

Create activity

Creates a new activity

Create lead

Creates a new lead

Update product

Updates the details of an existing product

Update notes

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update contact person

Updates the details of an existing contact person

Fetch product by name

Fetches the details of an existing product by name

Fetch organization by name

Fetches the details of an existing organization by name

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch activity

Fetches the details of an existing user activity

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by title

Fetches the details of an existing deal by title

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch person by ID

Fetches the details of an existing person record by ID

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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