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Coming Soon — The Pipedrive integration is currently in development. Check back soon for updates.
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Overview

Connect your OrbitForms forms to Pipedrive and automatically create Persons and Deals when forms are submitted. Pipedrive’s visual pipeline makes it easy to track leads through your sales process.
Why This MattersStop copying and pasting lead data from forms to your CRM. With the Pipedrive integration, every form submission automatically creates a Person and optionally a Deal in your pipeline, so your sales team can focus on selling instead of data entry.

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Key Features

Create Persons

Automatically create new Persons from form submissions.

Create Deals

Optionally create Deals linked to the Person.

Update Existing

Update Person details if email already exists.

Organizations

Link Persons to Organizations based on company.

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Before You Begin

  • A Pipedrive account (any plan)
  • Permission to authorize OAuth apps in Pipedrive
  • A form with fields to map (e.g., Name, Email, Company)

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Choose Your Setup Method

You can sync form submissions to Pipedrive in two ways. Choose based on your needs:

Integration Page

Connect Pipedrive from your Integrations page using secure OAuth and configure field mappings.Best for:
  • Quick setup with OAuth (no API tokens to manage)
  • Simple 1:1 form-to-Pipedrive mapping
  • Syncing all submissions without filtering
Set up via Integration Page

Workflows

Add Pipedrive as a destination in your workflows for advanced control over which leads sync.Best for:
  • Filtering by lead score or qualification
  • Enriching data before syncing to Pipedrive
  • Combining with AI Agent qualification
Set up with Workflows

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Integration Page vs. Workflows: Which Should You Use?

Integration Page Use the Integration page when you want to send all form submissions directly to Pipedrive.
  • Simple form-to-CRM mapping
  • No need for lead qualification
  • Fastest setup for basic sync
Workflows Use Workflows when you need filtering, enrichment, or AI qualification before syncing.
  • Filter by lead score
  • Enrich leads before syncing
  • Use AI Agent to qualify first

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Integration Page Setup

Connect Pipedrive to OrbitForms using OAuth and configure which forms sync to your CRM.

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Step 1: Connect Pipedrive in OrbitForms

1

Go to Integrations in OrbitForms

From your dashboard, click “Integrations” in the left sidebar.Dashboard → Integrations (left sidebar)
2

Find Pipedrive

Scroll down or search for “Pipedrive” in the integrations list.Search or scroll to find Pipedrive
3

Click to configure

Click on the Pipedrive card to open the configuration panel.Click on Pipedrive card
4

Click Connect

Click the “Connect Pipedrive” button to start the OAuth authorization flow.Click "Connect Pipedrive" button
5

Authorize in Pipedrive

You’ll be redirected to Pipedrive. Sign in if needed, then click “Allow and Install” to grant OrbitForms access.Authorize OrbitForms in Pipedrive
6

Connection complete

You’ll be redirected back to OrbitForms. You should see a success message confirming the connection.Verify "Connected" status

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Step 2: Configure a Form Mapping

1

Go to the Field Mapping tab

After connecting, click the “Field Mapping” tab in the Pipedrive configuration panel.Pipedrive config → Field Mapping tab
2

Select a form to configure

You’ll see a list of your forms. Click on the form you want to sync to Pipedrive.Click on a form from the list
3

Map your form fields

For each form field, select the corresponding Pipedrive field from the dropdown. Name is required.Form field → Select Pipedrive field
4

Configure Deal creation (optional)

Toggle on “Create Deal” if you want to automatically create Deals. Select a pipeline and stage.Toggle Create Deal → Select pipeline/stage
5

Save Configuration

Click “Save Configuration” to save your mappings. The form will now sync to Pipedrive.Click "Save Configuration" button

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Field Mapping Reference

Map your form fields to Pipedrive Person fields. The Name field is required for creating Persons.

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Using Custom Fields

You can map form fields to any custom field in Pipedrive. Custom fields use a hash key format that you can find in Settings → Data fields.
Example: A custom field might have a key like abc123def456

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Using Pipedrive with Workflows

For advanced use cases, add Pipedrive as a destination in your workflows. This gives you more control over which submissions get sent to your CRM.

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Use workflows when you need to:

  • Send to Pipedrive only for qualified leads (after AI agent qualification)
  • Include enriched data in your Pipedrive records (from Clay, Clearbit, etc.)
  • Use AI SDR to classify leads before adding to your pipeline
  • Route different leads to different pipelines or deal stages

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Example: Qualified Leads Only

A common workflow that only sends qualified leads to Pipedrive: Form Submission → AI Agent (Qualify) → Filter (Score > 70) → Pipedrive

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Troubleshooting

Person not created in Pipedrive?Pipedrive requires a Person name. Make sure you have the name field mapped from your form.
OAuth connection expired?If the integration stops working, disconnect and reconnect Pipedrive from the Integrations page. This re-runs the OAuth flow and refreshes your tokens.
Deal not being created?Make sure “Create Deal” is enabled in the integration settings and you’ve selected a valid pipeline and stage.
Custom fields not syncing?Custom fields use hash keys. Find your field’s API key in Pipedrive under Settings → Data fields → Click on the field to see its API key.

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Resources

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Ready to Sync Your Forms to Pipedrive?

Connect Pipedrive in minutes and start automatically syncing leads to your sales pipeline. Get Started