Integrate JotForm with Pipedrive
Send information between JotForm 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 JotForm
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Pipedrive using the form inputs received in JotForm.
How it works
- The flow triggers when a new submission is added to the selected form in JotForm.
- Zoho Flow creates a new contact person for the selected organization in Pipedrive.
Add a new contact in Pipedrive for each new form submission received via JotForm
JotForm + Pipedrive
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Supported triggers and actions
Integrate JotForm and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Submission
Triggers when a new submission is added to the selected form
Deal created
Triggers when a new deal is created
Contact person created
Triggers when a new contact person is created
Organization created
Triggers when a new organization is created
Note added
Triggers when a new note is added
Activity updated
Triggers when any detail of an existing activity is updated
Note updated
Triggers when an existing note is updated
Activity created
Triggers when a new activity is created
Pipeline created
Triggers when a new pipeline is created
Deal updated
Triggers when any detail of an existing deal is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person updated
Triggers when any detail of an existing contact person is updated
All Actions - Actions are the automated tasks
Update deal
Updates the details of an existing deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person for the selected organization
Create deal
Creates a new deal
Create product
Creates a new product
Create organization
Creates a new organization
Create activity
Creates a new activity
Create notes
Creates a new note for the selected lead, deal, person, or organization
Update notes
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update activity
Updates the details of an existing activity
Fetch person by phone number
Fetches the details of an existing person by phone number
Fetch deal by title
Fetches the details of an existing deal by title
Fetch lead
Fetch the details of an existing lead by ID or title
Fetch activity
Fetches the details of an existing user activity
Fetch product by name
Fetches the details of an existing product by name
Fetch person by email address
Fetches the details of an existing person by email address
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
Fetch organization by name
Fetches the details of an existing organization by name
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 deal by ID
Fetches the details of an existing deal by ID
What is JotForm?
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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.
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Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
