Key Features
Automatic Person Creation
Create new persons with contacts instantly
Deal Creation
Optionally create deals with pipeline/stage assignment
Duplicate Handling
Update existing persons or skip duplicates
Workflow Integration
Use in automated workflows with conditions
Setting Up the Integration
Connect your Pipedrive account
Go to Integrations in your dashboard and click “Connect” on the Pipedrive integration. Authorize Orbit AI to access your Pipedrive workspace.
Configure what to create
Choose whether to create persons, deals, or both. Select which pipeline and stage new deals should be added to.
Map form fields to Pipedrive properties
Map your form fields to Pipedrive person, deal, or organization properties like name, email, phone, and company.
Record Types
Person
Create a person (contact/lead) with email, phone, and custom fields. Best for capturing contact information from forms.
Deal
Optionally create a deal linked to the person. Choose the pipeline and stage for automatic assignment.
Duplicate Handling
When a form submission matches an existing person email, you can choose how to handle it:| Option | Behavior |
|---|---|
| Update | Merge new data into the existing person record |
| Skip | Keep existing record unchanged, only add activity note |
| Create New | Create a new person even if one exists with the same email |
Pipeline & Stage Selection
When creating deals, you can specify which pipeline and stage to assign them to:- Select a pipeline from your Pipedrive account (e.g., Sales Pipeline, Demo Requests)
- Choose the initial stage for new deals (e.g., New Lead, Contacted, Qualified)
- Deals are automatically linked to the created or matched person
- Deal title defaults to “Form Name - Email Address” or can be customized via field mapping
Activity Timeline Notes
When enabled, each form submission adds a branded note to the person’s or deal’s activity timeline:Using Pipedrive in Workflows
For advanced use cases, you can add Pipedrive as a destination in your workflows. This allows you to:- Only sync leads after AI qualification (filter out low-quality leads)
- Enrich leads with Clay data before syncing to Pipedrive
- Route leads to different pipelines based on form responses
- Send to Pipedrive only when certain conditions are met
Troubleshooting
Available Fields
You can map your form fields to these Pipedrive properties:| Field | Description |
|---|---|
| Name | Full name of the person (required) |
| Primary email address (required for matching) | |
| Phone | Phone number for the person |
| Organization | Company or organization name |
| Deal Title | Title for the deal (if creating deals) |
| Deal Value | Monetary value of the deal |
| Custom Fields | Any custom fields defined in your Pipedrive account |
