Conecte Pipedrive y Typeform para desbloquear el poder de la automatización
- No se requiere tarjeta de crédito
- Free para siempre para las funciones principales
- Prueba de 14días para funciones y aplicaciones premium
Configura tu primera integración
Conecte rápidamente Pipedrive a Typeform con una plantilla Zapier.
Nuestra plantilla más popular
Cómo funciona Zapier
Zapier facilita la integración de Pipedrive con Typeform - sin código. Vea cómo puede realizar la configuración en minutos.
Elija un trigger
Un trigger es el evento que inicia tu Zap, como un "Filter de coincidencia de actividad" de Pipedrive.
Añade tu acción
Una acción ocurre después del trigger, como "Crear un formulario vacío" en Typeform.
¡Estás conectado!
Zapier se conecta sin problemas Pipedrive y Typeform, automatizando su flujo de trabajo.
Desencadenantes y acciones compatibles
Zapier te ayuda a crear flujos de trabajo que conectan tus aplicaciones para automatizar tareas repetitivas. Un trigger es un evento que inicia un flujo de trabajo, y una acción es un evento que realiza un Zap.
- Filtro de actividadRequerido
PruébaloDesencadenarSondear- Copiar
- FilterRequerido
- Estado del trato
PruébaloDesencadenarSondear- Nuevo cliente futurible
Se dispara cuando se crea un cliente futurible.
PruébaloDesencadenarSondear - Nueva nota
Se dispara cuando se crea una nueva nota.
PruébaloDesencadenarInstante
- Nueva actividad
Se trigger cuando se crea una nueva actividad.
PruébaloDesencadenarInstante - Nuevo Trato
Se activa cuando se crea un nuevo trato.
PruébaloDesencadenarInstante - ID de notaRequerido
PruébaloDesencadenarSondear- FilterRequerido
PruébaloDesencadenarSondear
Zapier es la plataforma de automatización elegida por el 87% de las empresas de Forbes Cloud 100 en 2023
93%
Clientes que dicen que usar Zapier los ha ayudado a mejorar en su trabajo
25m
Los clientes han creado más de 25 millones de Zaps en la plataforma
6 minutos
El usuario promedio tarda menos de 6 minutos en configurar un Zap
Formas prácticas de utilizar Pipedrive y Typeform
Add Pipedrive leads from Typeform responses
Streamline your lead generation process by connecting Typeform with Pipedrive. When a customer completes a Typeform survey or form, Zapier captures the data and creates a new lead in Pipedrive instantly. This automation eliminates repetitive data entry and ensures no opportunities are missed.
Propietario de un negocioSend notifications for form responses in Typeform
Keep your team aligned by notifying them of new Typeform submissions. When a Typeform survey is completed, Zapier automatically sends a notification via email or another communication tool, so your marketing team can act quickly on feedback, leads, or event sign-ups.
Marketing y operaciones de marketingCreate deals in Pipedrive from Typeform responses
Make it easier to track sales opportunities by integrating Typeform with Pipedrive. When a potential customer fills out a Typeform, Zapier creates a new deal in your Pipedrive pipeline, so your team can focus on nurturing leads instead of transferring data manually.
Operaciones de ventasAprenda a automatizar Pipedrive en el blog de Zapier
Aprenda a automatizar Typeform en el blog de Zapier
Frequently Asked Questions about Pipedrive + Typeform integrations
¿Eres nuevo en la automatización con Zapier? No estás solo. Aquí encontrará algunas respuestas a preguntas comunes sobre cómo funciona Zapier con Pipedrive y Typeform
How can I connect Pipedrive with Typeform?
You can connect Pipedrive with Typeform through our platform by creating a Zap that links the two apps. Begin by selecting a trigger from Typeform, such as 'New Entry,' and then choose an action in Pipedrive like 'Create Deal' or 'Update Person'. This way, whenever there's a new form submission in Typeform, it will automatically add or update information in Pipedrive.
¿Qué triggers están disponibles al integrar Typeform con Pipedrive?
When integrating Typeform with Pipedrive, we offer triggers like 'New Entry,' which is activated when there is a new response in your form. You can use this trigger to automate processes such as creating leads or tasks in Pipedrive.
What actions can be performed in Pipedrive when there is a new entry in Typeform?
Based on the triggers set from a new Typeform entry, you can perform several actions in Pipedrive including creating new leads, adding deals, updating contact information, assigning tasks to team members, and even sending personalized emails via integration.
Is it possible to update existing deals in Pipedrive with data from Typeform responses?
Yes, you can set up an automation where each response from a Typeform survey updates existing deals in Pipedrive. By using our platform's action events like 'Find Deal' followed by 'Update Deal', data can be mapped directly from form fields into your CRM system.
Can I create multiple actions within the same automation (Zap) involving Typeform and Pipedrive?
Absolutely! In one Zap, you can configure multiple actions after receiving a trigger from Typeform. For example, upon a new entry, you might simultaneously update contact details and create a deal within Pipedrive leveraging multi-step Zaps.
How do error notifications work if something goes wrong with my integration between Typeform and Pipedrive?
We provide detailed error notifications if any issues arise during the automated workflows between Typeform and Pipedrive. You will be alerted via email or within your dashboard to resolve issues promptly. This ensures your data flow remains uninterrupted.
Can custom fields be mapped from Typeform into specific fields inside Pipedrive?
Yes, during the setup process of your automation (Zap), you have the flexibility to map custom fields from your Typeform submissions directly into designated fields within your Pipedrive CRM. This ensures that all the necessary information is organized appropriately based on your business requirements.
