Paperless Forms + Pipedrive

Add new Paperless Forms entries to Pipedrive as organizations

Streamline your sales process by connecting Paperless Forms with Pipedrive. With this workflow, when a new entry is submitted in Paperless Forms, an organization will be created in Pipedrive, ensuring your leads are always up-to-date and organized. Save time by automating data transfer and focus on what matters most – closing deals.

Streamline your sales process by connecting Paperless Forms with Pipedrive. With this workflow, when a new entry is submitted in Paperless Forms, an organization will be created in Pipedrive, ensuring your leads are always up-to-date and organized. Save time by automating data transfer and focus on what matters most – closing deals.

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

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Organization

    Creates a new organization in Pipedrive with support for custom fields and comprehensive address information.

    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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