PipeDrive Typeform - issues with integration!
We use both Pipedrive and Typeform and I had wanted to use the native integration to connect answers to deals. Unfortunately, Typeform won't send any date data over to Pipedrive so the native integration is useless to me as the date is a crucial part of every deal that we manage. I have built out the integration now using N8N as a go between, but notice that I cannot seem to get anything that is built as a yes/no answer into Pipedrive. My initial setup included having them set to select a single option in Pipedrive - with yes/no as the options. That failed. I switched to true/false - no luck. Text? Returns random numbers.
Has anyone else had any luck with using the above route to connect and run into the same issues? Welcome any suggestions or solutions!
Answers
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Hi @ClaraD -
I recommend using Zapier to connect forms to Pipedrive.
Feel free to take a look at these two free YouTube videos on this topic:
- How to Use a Form to Create a Deal in Pipedrive https://youtu.be/jBjdbE7K0v8
- Update a Deal in Pipedrive via Jotform (this will work with Typeform as well) https://youtu.be/KplxhBnd7_Y
Please feel free to reach out if you would like additional support.
- Liz
Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations
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With dropdown fields, you will have to use formatter step in Zapier or 'values' to map yes/no or any other dropdown fields.
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@ClaraD , there is an integration of TypeForm and Pipedrive via LeadBox
It can send an information in the text type fields of Pipedrive. And it is possible to create settings you need.
Will be glad to assist you with the settings of our LeadBox service. You can chose the convenient time for making this settings online with our support team
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Can Leadbox store and push utm parameters into Pipedrive from a typeform that is full page embedded on a website?
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Yes, it can. If it is possible in your Typeform enable utm parameters in hidden fields according to this instruction: https://www.typeform.com/help/a/utm-tracking-360050914311/. Then these utm parameters can be sent to the Pipedrive by LeadBox.
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If this is still relevant I would love to see if we can help at Relay.app (an alternative to Zapier and Make). We have several customers using Typeform and Pipedrive successfully, and here's a little setup guide: https://www.relay.app/how-to/automatically-add-activities-to-pipedrive-from-typeform Let me know if I can help!
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