Sync new deals and leads to Pipedrive
Make deals, people, and organizations in Pipedrive with a Fillout form. Embed the form on your website or share through a link.
What Pipedrive is
Pipedrive is a customer relationship management (CRM) platform designed to help businesses manage sales pipelines and customer interactions more effectively. It offers tools for tracking leads, automating tasks, and analyzing sales data to optimize sales processes and improve performance.
How it works
1. Connect your Fillout form to Pipedrive
Open your existing form or create a new one, then go to Integrate from the top menu. Look for
Pipedrive.
Connect to Pipedrive to allow access to Fillout. 2. Map form fields
Choose the relevant options in the dropdown menus. Enter values or reference field answers like the name by clicking the
+ icon or typing @. Click Finish setup on the upper right corner after setting up the fields.
3. Publish and share
Preview your form to test it. Once everything’s good, Publish your form and share its link or embed it on your website.That’s it! Now every time a form is completed, you’ll see its responses in the Deals page of your Pipedrive dashboard.
Add a lead only when a certain condition is met
You can choose to sync form responses only under a specific condition. Check out this quick guide.
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