Paperless Forms + Pipedrive

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.

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...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Person

    Updates 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.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • Copy

    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

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 more

Related categories

  • CRM (Customer Relationship Management)

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