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Overview
Connect your Orbit AI 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.
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.
Before You Begin
- A Pipedrive account (any plan)
- Access to your Personal API token in settings
- A form with fields to map (e.g., Name, Email, Company)
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 your API token and configure field mappings.Best for:
- Quick setup with API token
- Simple 1:1 form-to-Pipedrive mapping
- Syncing all submissions without filtering
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
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
- Filter by lead score
- Enrich leads before syncing
- Use AI Agent to qualify first
Integration Page Setup
Connect Pipedrive to Orbit AI using your API token and configure which forms sync to your CRM.Step 1: Get Your Pipedrive API Token
Open Settings
Click on your profile icon in the top right, then click “Personal preferences”.
Profile icon → Personal preferencesStep 2: Connect Pipedrive in Orbit AI
Go to Integrations in Orbit AI
From your dashboard, click “Integrations” in the left sidebar.
Dashboard → Integrations (left sidebar)Find Pipedrive
Scroll down or search for “Pipedrive” in the integrations list.
Search or scroll to find PipedriveClick to configure
Click on the Pipedrive card to open the configuration panel.
Click on Pipedrive cardEnter your API token
Paste the API token you copied from Pipedrive into the “API Token” field.
Paste API token into fieldStep 3: Configure a Form Mapping
Go to the Field Mapping tab
After connecting, click the “Field Mapping” tab in the Pipedrive configuration panel.
Pipedrive config → Field Mapping tabSelect 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 listMap your form fields
For each form field, select the corresponding Pipedrive field from the dropdown. Name is required.
Form field → Select Pipedrive fieldConfigure Deal creation (optional)
Toggle on “Create Deal” if you want to automatically create Deals. Select a pipeline and stage.
Toggle Create Deal → Select pipeline/stageField Mapping Reference
Map your form fields to Pipedrive Person fields. The Name field is required for creating Persons.| Form Field | Pipedrive Field | Required |
|---|---|---|
| Name | name | Required |
| Optional | ||
| Phone | phone | Optional |
| Company | org_id.name | Optional |
| Job Title | job_title | Optional |
| Message | notes | Optional |
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.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.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