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Paperless Forms + Pipedrive

Paperless Forms + Pipedrive

Paperless Forms + Pipedrive integrations

Update Pipedrive persons when new Paperless Forms entries are received

Effortlessly keep your Pipedrive contacts updated with new information from Paperless Forms entries. This workflow automatically updates Pipedrive person details when a new entry is submitted in Paperless Forms. It streamlines your contact management process and ensures your Pipedrive data stays current without manual intervention.

  1. When this happens...
    New Entry (Rest)
    New Entry (Rest)
    New Entry (Rest)Triggers when a new entry is submitted.
  2. automatically do this!
    Update Person
    Update Person
    Update PersonUpdates an existing person in Pipedrive with new values for selected fields, supporting email and phone number management, field clearing with "null" values, and comprehensive custom field updates.
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More things you can do with Paperless Forms and Pipedrive

Discover other triggers and actions you can use with Paperless Forms and Pipedrive

    • Form Name
    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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About Paperless Forms
Paperless Forms allows you to easily create and send custom forms on any device.
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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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