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Set up your first integration
Quickly connect Formidable Forms to Pipedrive with a Zapier template.
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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.
Choose a trigger
A trigger is the event that starts your Zap—like a "Delete Entry" from Formidable Forms.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Formidable Forms and Pipedrive, automating your workflow.
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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
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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.
- FormRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
- FormRequired
Try ItTriggerInstant- Activity filterRequired
Try ItTriggerPolling- Activity filterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling
