Connect each inquiry to a deal
A submission can create a person and a linked deal. If a person with the same email already exists in Pipedrive, Formester links the new deal to that existing person instead.
IntegrationsPipedrive
Pipedrive form integration: send form leads to your CRM
Send form responses to Pipedrive as a person and deal. Match an existing person by email or create one, then add a linked deal to your chosen pipeline and stage.
Native integration · Business plan and above
From form to CRM
Collect the details. Keep your pipeline moving.
Collect the answers your sales team needs, then send them to Pipedrive without copy-paste.
Carry useful context into Pipedrive
Map form questions or fixed values to Person Name and Email, phone, deal title, value, and currency. Add supported text or address custom fields when you need more detail.
Choose a pipeline and stage
Set the pipeline and stage for new deals during setup, so the deal starts in the place your sales team expects.
Setup
Connect forms to Pipedrive in four steps
Configure the native integration on each form, then verify the first delivery in Pipedrive.
01
Open Pipedrive on your form
Open a published form, then go to Automate → Integrations → Pipedrive and select Add integration.
02
Connect and select an account
Authorize Pipedrive with OAuth, then select the connected account that should receive this form’s records.
03
Map the person and deal
Turn on Person and Deal. Map Name and Email from your form questions, choose a question or fixed value for the deal title, then select a pipeline and stage.
04
Save and test a submission
Save settings, submit a test response, and check the linked person and deal in Pipedrive. Run Sync existing submissions if you also want to send earlier responses.
FAQ
Pipedrive form integration FAQs
Find answers to common questions below, or reach out to our team for more help.
Pipedrive form integration
Give every new inquiry a place in your pipeline
Build your form, then connect Pipedrive on the Business plan or above.
Native integration · Business plan and above