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Set up your first integration
Quickly connect Jotform to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Jotform with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Jotform.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Jotform and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- Activity filterRequired
Try ItTriggerPolling
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant
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Practical ways you can use Jotform and Pipedrive
Streamline lead management.
When a new form submission is received in Jotform, Zapier automatically creates a new contact in Pipedrive. This removes the need for manual data entry and keeps your CRM up-to-date, improving lead management and reducing operational friction.
Business OwnerLog support ticket submissions.
When a customer submits an IT support form via Jotform, Zapier triggers the creation of a new project in Pipedrive to streamline ticket tracking and assign them efficiently to the right team members, ensuring timely resolutions for system issues.
ITTrack leads from forms to deals.
When a new form submission is added in Jotform that matches a campaign, Zapier automatically creates a new deal in Pipedrive. This enables seamless tracking of marketing campaigns' effectiveness and ensures no leads fall through the cracks, accelerating conversion rates.
Marketing & Marketing Ops