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
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow creates a new contact person for the selected organization in Pipedrive.
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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

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

Organization created

Triggers when a new organization is created

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Product updated

Triggers when any detail of an existing product is updated

Organization updated

Triggers when any detail of an existing organization is updated

Deal updated

Triggers when any detail of an existing deal is updated

Lead updated

Triggers when any detail of an existing lead is updated

Product created

Triggers when a new product is created

Note created

Triggers when a new note is added

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person created

Triggers when a new contact person is created

Note updated

Triggers when an existing note is updated

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create note

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

Create activity

Creates a new activity

Create contact person

Creates a contact new person

Create organization

Creates a new organization

Add products to a deal

Adds multiple products to a deal

Create lead

Creates a new lead

Create product

Creates a new project

Create deal

Creates a new deal

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

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 contact person

Updates the details of an existing contact person

Fetch activity

Fetches the details of an existing user activity

Fetch organization

Fetches the details of an existing organization

Fetch lead

Fetches the details of an existing lead

Fetch user

Fetches the details of an existing user

Fetch field options

Fetches the specific field options by using its ID or name

Fetch contact person

Fetches the details of an existing contact person

Fetch product

Fetches the details of an existing product

Fetch deal

Fetches the details of an existing deal

What is Zoho Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular Zoho

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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