Integrate Bit Form with Pipedrive

Send information between Bit Form and Pipedrive automatically, without writing any code, using Zoho Flow.

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Add a new contact in Pipedrive for each new form submission received via Bit Form

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Pipedrive using the form responses obtained from Bit Form.

How it works
  1. The flow triggers when a new form response is received in Bit Form.
  2. Zoho Flow creates a new contact person for the selected organization in Pipedrive.
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Add a new contact in Pipedrive for each new form submission received via Bit Form

Bit Form + Pipedrive

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Supported triggers and actions

Integrate Bit Form and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form response received

Triggers when a new form response is received

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Activity updated

Triggers when any detail of an existing activity is updated

Note added

Triggers when a new note is added

Note updated

Triggers when an existing note is updated

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Deal updated

Triggers when any detail of an existing deal is updated

Organization created

Triggers when a new organization is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

All Actions - Actions are the automated tasks

Create form response

Creates a new form response

Create organization

Creates a new organization

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create lead

Creates a new lead

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create activity

Creates a new activity

Create product

Creates a new product

Update deal

Updates the details of an existing deal

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Update organization

Updates the details of an existing organization

Fetch product by name

Fetches the details of an existing product by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch activity

Fetches the details of an existing user activity

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by email address

Fetches the details of an existing person by email address

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

What is Bit Form?

Bit Form is a WordPress form builder. It provides 19+ field types with drag & drop features, a built-in style editor, pre-built contact form templates, and more.

Forms WordPress Plugins

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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