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How Zapier works

Zapier makes it easy to integrate Formidable Forms with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from Formidable Forms

A trigger is an event that starts your Zap and runs the workflow. For example, with Formidable Forms, a trigger could be "Delete Entry."
A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formidable Forms to Pipedrive

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formidable Forms to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Formidable Forms + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Formidable Forms and Pipedrive

How can I integrate Formidable Forms with Pipedrive using triggers?

We offer seamless integration between Formidable Forms and Pipedrive through our platform. You can set up a trigger such as 'New Form Submission' in Formidable Forms, which will automatically create a new deal or contact in Pipedrive. This helps streamline your workflow by ensuring all form submissions are immediately reflected in your sales pipeline.

What types of actions can be performed on Pipedrive with data from Formidable Forms submissions?

With each form submission, you can perform various actions such as creating a new contact, adding an activity, or updating an existing deal in Pipedrive. Our integration supports flexible mapping of form fields to the corresponding fields in Pipedrive to ensure data accuracy and efficiency.

Can I filter which Formidable Forms submissions are sent to Pipedrive?

Yes, we provide options to add conditions or filters that determine when a form submission should trigger an action in Pipedrive. For instance, you might only want submissions with certain responses to create a new deal or contact. This control ensures that only relevant data is transferred into your CRM.

Are there any limitations on the number of triggers I can set between Formidable Forms and Pipedrive?

There are no specific limitations imposed by our integration on the number of triggers you can set up between Formidable Forms and Pipedrive. However, it's important to manage your task volume within the limits of your subscription plan.

Is it possible to update existing contacts or deals in Pipedrive based on form submissions?

Absolutely! Our integration allows you to set triggers that update existing contacts or deals when specific forms are submitted. By mapping form fields appropriately, any changes or additional information collected via the form can seamlessly update your records in Pipedrive.

How do I handle errors when integrating forms with Pipedrive?

When setting up the integration, we recommend monitoring for any errors by utilizing our alert system available in your dashboard. Common issues might include incorrect field mapping or API connection problems, which can often be resolved by checking settings and reauthorizing connections if necessary.

Can I customize how data from my forms is added to different fields in Pipedrive?

Yes, customization is a key feature of our platform's integration capabilities. You can map form fields from Formidable Forms directly into specific fields within your Pipedrive account. This ensures that all relevant information is accurately placed exactly where you need it for effective sales tracking and management.

Connect Formidable Forms and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Form
      Required
    Trigger
    Instant
    Try It
    • Api_docs_info
    • HTTP Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write
    • Activity filter
      Required
    Trigger
    Scheduled
    Try It
    • Activity filter
      Required
    • Deal status
    Trigger
    Scheduled
    Try It
    • Form
      Required
    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search
    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Scheduled
    Try It

Learn how to automate Pipedrive on the Zapier blog

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About Formidable Forms
Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
Learn more
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    pipedrive logo
    pipedrive logo
    About Pipedrive
    Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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    • CRM (Customer Relationship Management)
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