Pass lead information directly to Pipedrive as soon as someone fills out your form.
Our Pipedrive integration offers a way to start a conversation with potential customers via an engaging lead form, then send key information about them directly to your Pipeline.
Integrating a form with Pipedrive takes no more than a few steps, and you can customize which fields in the Deal that you send the form data to.
What you need:
- A free Typeform account
- A Pipedrive account
- A form to connect to Pipedrive
The Pipedrive integration is available on all current Typeform plans. The integration is also available to Typeform accounts that host their data on both the US and EU Data Centers.
Every form submission creates or updates records in Pipedrive. You'll need to map a form question to the required field Deal title.
Connect to the Pipedrive Classic integration
In this example, we’ll show you how to connect a lead generation form to a Pipedrive Pipeline. The form collects the contact’s name and email address or phone number, their company name, company size, and information about their needs. You can grab this lead generation form template here.
Warning! We only support Deal custom fields, and only some field types like “text”, “enum”, “monetary”, “numeric”. If you have created a custom field, but its type is “Person”, it is unsupported. If you make your customer field a "text" field it should appear.
1. Log in to your Typeform account and open the form you want to connect to Pipedrive (in this case the lead generation form). Make sure your form is published and then click Connect to see all of Typeform’s integrations.
2. Now look for the Pipedrive Classic integration and click the Connect button.
3. If you’ve already connected a Pipedrive account to your Typeform account, you can select it from the dropdown menu that'll appear. Or click add a new account.
You’ll now be asked to sign in to your Pipedrive account and give Typeform access permission.
4. Next, select the pipeline stage where deals will be created from the dropdown. Then click Next.
5. Next, map the fields you want to send from Typeform to Pipedrive.
Mapping to the Deal title field is required to create or update a record in Pipedrive. Click + Add to add more mappings.
Click Finish when you're done mapping.
You can map form questions to several Pipedrive text-type fields (Text, Single option, and Multiple options fields) and number-type fields (Numerical and Monetary fields).
The following Typeform question types can be mapped to text-type fields in Pipedrive:
- Text
- Phone Number
- Number
- Multiple Choice (single and multiple selection)
- Picture Choice
- Yes/No
- Website
- URL parameters or the score variable to text-type fields
Note that if you are mapping a Multiple Choice or Picture Choice question to a Single option or Multiple option field in Pipedrive, your form question options must match exactly the Pipedrive field options.
You can map Number questions in Typeform, as well as the score variable, to number-type fields in Pipedrive.
6. You can toggle the integration on or off at any time in the Connect panel. To delete the integration, click the three-dots and select Delete integration.
7. Now, whenever someone fills in your lead generation form the data will appear instantly in a Pipedrive Deal.
All that’s left is to send out your form and wait for the results to roll in.
For information and tips on how to share and embed your form to reach your audience, check out our articles on sharing and embedding. Pretty soon, your Pipedrive Pipeline will start filling up with Deals.
We've made an example generation template available for you to use and adapt for your Pipedrive integration. Click here to add the template to your account.