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Pipedrive

Pipedrive Integration

Automate sales workflows by connecting Formstack to Pipedrive.

Formstack Forms + Pipedrive

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Integration Overview

With the Formstack Forms integration for Pipedrive, you can collect data and send it directly to Pipedrive CRM. Save time for your sales team by automating the storage and management of customer data in your Pipedrive account.

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Partner Overview

Pipedrive is a sales-focused customer relationship management tool for teams of all sizes. With 100,000+ paying customers spanning across 179 countries, sales teams are drawn in by the CRM's simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful.

Use the integration to:

  • Easily merge form data into mapped fields within your Pipedrive account
  • Quickly capture more leads with smart forms and surveys
  • Instantly create and update contacts in Pipedrive CRM

What You Need

How It Works

  1. Quickly create a Formstack form using our easy-to-use, drag-and-drop form builder.
  2. Log in to Zapier, select Formstack as your trigger Zap, and connect it to your Pipedrive account. This is where you can determine the action you’d like the Zap to take within Pipedrive after a form is submitted. 
  3. Map form fields to the relevant fields in Pipedrive. You’ll be able to start sending form data to Pipedrive CRM in a matter of minutes.

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Find Out More

For more information on using Formstack Forms with Pipedrive, check out Zapier's guide.

Formstack Documents + Pipedrive

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Integration Overview

With the Pipedrive integration for Formstack Documents, creating sales and marketing documents is easy. Merge lead or customer information from Pipedrive CRM directly into custom proposals, agreements, contracts, and other documents in minutes.

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Partner Overview

Pipedrive is a sales-focused customer relationship management tool for teams of all sizes. With 100,000+ paying customers spanning across 179 countries, sales teams are drawn in by the CRM's simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful.

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Use the integration to:

  • Seamlessly merge data from Pipedrive into Formstack Documents based on the triggers you choose
  • Automatically create professional documents such as proposals, quotes, and presentations
  • Instantly send personalized documents to leads or clients via flexible delivery options

What You Need

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How It Works

  1. Upload your own fillable PDF, Word, Excel, or PowerPoint document; or build one from scratch within Formstack Documents.
  2. Choose to deliver your documents via email or send them to a third-party integration.
  3. Log in to your Zapier account and set up triggers for Pipedrive and Formstack Documents to start generating documents with your Pipedrive data.

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Find Out More

For more information on using Formstack Documents with Pipedrive, check out Zapier's guide.

Request a Demo

Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

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