Paperless Forms + Pipedrive

Update Pipedrive organizations when new Paperless Forms entries are created

Effortlessly keep your Pipedrive organizations up to date with new entries from Paperless Forms. With this workflow, whenever a new entry is submitted in Paperless Forms, the corresponding organization in Pipedrive will be automatically updated. This way, you can save time on manual data entry and ensure your records are always accurate and complete.

Effortlessly keep your Pipedrive organizations up to date with new entries from Paperless Forms. With this workflow, whenever a new entry is submitted in Paperless Forms, the corresponding organization in Pipedrive will be automatically updated. This way, you can save time on manual data entry and ensure your records are always accurate and complete.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Organization

    Updates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.

    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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