Integrate Formsite with Pipedrive

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

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

Activity updated

Triggers when any detail of an existing activity is updated

Contact person created

Triggers when a new contact person is created

Organization created

Triggers when a new organization is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal updated

Triggers when any detail of an existing deal is updated

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Activity created

Triggers when a new activity is created

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create activity

Creates a new activity

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create contact person

Creates a new contact person for the selected organization

Create organization

Creates a new organization

Create deal

Creates a new deal

Update contact person

Updates the details of an existing contact person

Update activity

Updates the details of an existing activity

Update notes

Updates existing notes

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch product by name

Fetches the details of an existing product by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

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.

Bulid 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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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. Know more

Siddharth Ahuja

CEO, Fabricroot

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