> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive Integration

> Sales CRM for pipeline management

<Warning>
  **Coming Soon** — The Pipedrive integration is currently in development. Check back soon for updates.
</Warning>

<img src="https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/pipedrivelogo.svg?fit=max&auto=format&n=T1yKN7sdBmMTM8cv&q=85&s=a9457e54da7d5374af3eba32f28f38a3" alt="Pipedrive" width="32" height="32" data-path="_images/integrations/pipedrivelogo.svg" />

[Visit Pipedrive](https://www.pipedrive.com)

## Start Here

### 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.

<Note>
  **Why This Matters**

  Stop 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.
</Note>

## Key Features

<CardGroup cols={2}>
  <Card title="Create Persons" icon="users">
    Automatically create new Persons from form submissions.
  </Card>

  <Card title="Create Deals" icon="bullseye">
    Optionally create Deals linked to the Person.
  </Card>

  <Card title="Update Existing" icon="arrows-rotate">
    Update Person details if email already exists.
  </Card>

  <Card title="Organizations" icon="building">
    Link Persons to Organizations based on company.
  </Card>
</CardGroup>

## 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:

<CardGroup cols={2}>
  <Card title="Integration Page" icon="gear">
    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

    [Set up via Integration Page](#integration-page-setup)
  </Card>

  <Card title="Workflows" icon="code-branch">
    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](#using-pipedrive-with-workflows)
  </Card>
</CardGroup>

### 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

## Integration Page Setup

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

### Step 1: Get Your Pipedrive API Token

<Steps>
  <Step title="Log in to Pipedrive">
    Go to pipedrive.com and sign in to your account.

    `pipedrive.com → Sign In`
  </Step>

  <Step title="Open Settings">
    Click on your profile icon in the top right, then click "Personal preferences".

    `Profile icon → Personal preferences`
  </Step>

  <Step title="Go to API">
    In the left sidebar, click on "API" to view your API settings.

    `Left sidebar → API`
  </Step>

  <Step title="Copy your Personal API token">
    You'll see your Personal API token. Copy this token - you'll need it in the next step.

    `Copy the API token`
  </Step>
</Steps>

### Step 2: Connect Pipedrive in OrbitForms

<Steps>
  <Step title="Go to Integrations in OrbitForms">
    From your dashboard, click "Integrations" in the left sidebar.

    `Dashboard → Integrations (left sidebar)`
  </Step>

  <Step title="Find Pipedrive">
    Scroll down or search for "Pipedrive" in the integrations list.

    `Search or scroll to find Pipedrive`
  </Step>

  <Step title="Click to configure">
    Click on the Pipedrive card to open the configuration panel.

    `Click on Pipedrive card`
  </Step>

  <Step title="Enter your API token">
    Paste the API token you copied from Pipedrive into the "API Token" field.

    `Paste API token into field`
  </Step>

  <Step title="Click Connect">
    Click the "Connect Pipedrive" button. You should see a success message.

    `Click "Connect Pipedrive" button`
  </Step>
</Steps>

### Step 3: Configure a Form Mapping

<Steps>
  <Step title="Go to the Field Mapping tab">
    After connecting, click the "Field Mapping" tab in the Pipedrive configuration panel.

    `Pipedrive config → Field Mapping tab`
  </Step>

  <Step title="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`
  </Step>

  <Step title="Map your form fields">
    For each form field, select the corresponding Pipedrive field from the dropdown. Name is required.

    `Form field → Select Pipedrive field`
  </Step>

  <Step title="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`
  </Step>

  <Step title="Save Configuration">
    Click "Save Configuration" to save your mappings. The form will now sync to Pipedrive.

    `Click "Save Configuration" button`
  </Step>
</Steps>

## Field 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 |
| Email      | email           | 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.

<Tip>
  Example: A custom field might have a key like `abc123def456`
</Tip>

## 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

### Example: Qualified Leads Only

A common workflow that only sends qualified leads to Pipedrive:

**Form Submission** → **AI Agent (Qualify)** → **Filter (Score > 70)** → **Pipedrive**

## Troubleshooting

<Warning>
  **Person not created in Pipedrive?**

  Pipedrive requires a Person name. Make sure you have the name field mapped from your form.
</Warning>

<Warning>
  **API token not working?**

  Find your personal API token in Pipedrive under Settings → Personal preferences → API. Generate a new one if needed.
</Warning>

<Warning>
  **Deal not being created?**

  Make sure "Create Deal" is enabled in the integration settings and you've selected a valid pipeline and stage.
</Warning>

<Warning>
  **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.
</Warning>

## Resources

* [API Authentication Guide](https://pipedrive.readme.io/docs/core-api-concepts-authentication)
* [Persons API Reference](https://pipedrive.readme.io/docs/core-api-concepts-persons)
* [Custom Fields Guide](https://support.pipedrive.com/en/article/custom-fields)
* [Pipedrive Website](https://www.pipedrive.com)

***

## Ready to Sync Your Forms to Pipedrive?

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

[Get Started](https://orbitforms.ai/signin)