Integrate Zoho Forms with Pipedrive
Send information between Zoho Forms and Pipedrive automatically, without writing any code, using Zoho Flow.
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Create a new contact in Pipedrive whenever a form is submitted through Zoho Forms
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new contact in Pipedrive using the form inputs received in Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new contact person for the selected organization in Pipedrive.
Create a new contact in Pipedrive whenever a form is submitted through Zoho Forms
Zoho Forms + Pipedrive
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Supported triggers and actions
Integrate Zoho Forms and Pipedrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a new form entry is submitted
Form entry approved
Triggers when a form entry is approved
Form entry updated
Triggers when an existing form entry is updated by the user
Form entry denied
Triggers when a form entry is denied
Organization created
Triggers when a new organization 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 updated
Triggers when any detail of an existing organization is updated
Note created
Triggers when a new note is added
Lead created
Triggers when a new lead is created
Lead updated
Triggers when any detail of an existing lead is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Pipeline stage created
Triggers when a new pipeline stage is created
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Project updated
Triggers when any detail of an existing project is updated
Note updated
Triggers when an existing note is updated
Product updated
Triggers when any detail of an existing product is updated
Pipeline created
Triggers when a new pipeline is created
Activity updated
Triggers when any detail of an existing activity is updated
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact person
Creates a new contact person
Add products to a deal
Adds multiple products to a deal
Create note
Creates a new note for the selected lead, deal, person, or organization
Create product
Creates a new product
Create organization
Creates a new organization
Create project
Creates a new project
Create activity
Creates a new activity
Update project
Updates the details of an existing project
Update activity
Updates the details of an existing activity
Update organization
Updates the details of an existing organization
Update lead
Updates the details of an existing lead
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Update contact person
Updates the details of an existing contact person
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch field options
Fetches the specific field options by using its ID or name
Fetch lead
Fetches the details of an existing lead
Fetch user
Fetches the details of an existing user
Fetch organization
Fetches the details of an existing organization
Fetch project
Fetches the details of an existing project
Fetch contact person
Fetches the details of an existing contact person
Fetch activity
Fetches the details of an existing user activity
What is Zoho Forms?
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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.
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Custom functions
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Learn more >We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Alebat Education
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Syncify
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, Artico
