Convert Forms + Pipedrive

Create Pipedrive deals from new Convert Forms submissions

Save time and streamline your sales process by connecting Convert Forms and Pipedrive with this efficient workflow. When a new submission is received in Convert Forms, it will create a deal in Pipedrive automatically. This way, you can easily manage and track leads straight from your form entries, eliminating manual data entry and ensuring a seamless sales pipeline.

Save time and streamline your sales process by connecting Convert Forms and Pipedrive with this efficient workflow. When a new submission is received in Convert Forms, it will create a deal in Pipedrive automatically. This way, you can easily manage and track leads straight from your form entries, eliminating manual data entry and ensuring a seamless sales pipeline.

  1. When this happens...
    Convert FormsConvert Forms
    New Submission

    Triggers when a new submission is created.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

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

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    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
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
convert-forms logo
convert-forms logo

About Convert Forms

Convert Forms is a user-friendly form builder for Joomla that allows you to easily create perfect contact forms, newsletter opt-in forms and any kind of forms so you can collect the data and registrations in your Joomla website.
Learn moreHelp

Related categories

  • Forms & Surveys

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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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