Integrate Formsite with Pipedrive

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

Build your own integrations between Formsite and Pipedrive

Connect Formsite and Pipedrive with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Formsite and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

Pipeline stage created

Triggers when a new pipeline stage is created

Pipeline created

Triggers when a new pipeline is created

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Activity updated

Triggers when any detail of an existing activity is updated

All Actions - Actions are the automated tasks

Create contact person

Creates a new contact person for the selected organization

Create activity

Creates a new activity

Create product

Creates a new product

Create deal

Creates a new deal

Create organization

Creates a new organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update activity

Updates the details of an existing activity

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch activity

Fetches the details of the user activities

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch person by email address

Fetches the details of an existing person by email address

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch user by name

Fetches the details of an existing user by name

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.

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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