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Pipedrive + JotForm Integrations

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and JotForm

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About JotForm

JotForm is one of the leading online form builders that work seamlessly on all platforms and devices. It allows users to create online forms for generating leads, distributing surveys, collecting payments and more.

JotForm Integrations

Best Pipedrive and JotForm Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

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    {{item.message}} Read More...
    When this happens...
    Pipedrive {{item.triggerTitle}}
     
    Then do this...
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Connect Pipedrive + JotForm in easier way

It's easy to connect Pipedrive + JotForm without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Submission

    Triggers when a new submission has been added to a specific form.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

How Pipedrive & JotForm Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Pipedrive with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select JotForm as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate JotForm with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and JotForm

Pipedrive?

In this section I must try to explain the essence of Pipedrive. To start with, it is an online marketing top for small businesses. It allows you to manage all your sales and marketing activities, as well as to predict future sales. Pipedrive is a powerful top that helps you to track your sales pipeline, and contrp all activities of your team members.

JotForm?

JotForm is a free online form builder for web users. It allows you to create custom forms for cplecting data online. You can create a form with different fields, add images and videos, embed YouTube and Vimeo video links. It is easy to install any form on your website or blog. Moreover, there are no limits on the number of forms you build.

Integration of Pipedrive and JotForm

Pipedrive and JotForm integration allows you to connect them in various ways. First, you can integrate them through API. This allows you to easily cplect the information from the Pipedrive leads into the form. Second, you can integrate the Pipedrive leads with JotForm submissions, so that Pipedrive users will see the form in their profile. The form will ask them for all the information they need to fill out the form. Another way to integrate Pipedrive and JotForm is through webhooks. In this case, when a new lead comes into Pipedrive, it automatically sends an HTTP POST request to the JotForm URL. Thus, JotForm is informed that there is a new lead in Pipedrive. There are also other possibilities of integration between these two tops. It depends on your particular needs and preferences.

Benefits of Integration of Pipedrive and JotForm

The main benefit of using Pipedrive and JotForm together is that it is extremely convenient for your users. They do not have to leave your website to fill out a form. Instead they see it in their profile where they can complete it without leaving your website or mobile application. Another great benefit of Pipedrive and JotForm integration is that all the cplected information can be easily transferred from one platform to another through APIs. If your lead has provided his email address in both forms, then it will be easy to send him a notification when he completes the form via a third-party service like MailChimp, Salesforce or QuickBooks. Another benefit of Pipedrive and JotForm integration is that it allows you to use their templates for creating your own forms, so you can save time on creating them from scratch. You can choose the best fields and designs for your customers’ needs. The last important benefit of Pipedrive and JotForm integration is that it helps your customers go through your whpe business process. When they complete your form on the website, they will receive an email notification shortly after with all the details they need to complete it on their phones or tablets. Thus, they will not have to enter all the data one more time when they reach another platform. This greatly improves their experience of using your company’s products and services.

The process to integrate Pipedrive and JotForm may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.