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Zapier - Creating Pipedrive deals via Wufoo Forms


If you want to create deals in Pipedrive for each new Wufoo form submission, you can do that using Zapier.

 

You will need

 

Getting your accounts ready

To connect your Wufoo account to Zapier, make sure you have created a form on Wufoo. You can learn more about getting started with Wufoo on Zapier, here.

To link your Wufoo account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, check here. You can find out about getting started with Pipedrive on Zapier here.

Connecting your accounts

Click here to Create Pipedrive Deals via Wufoo Form.

  1. Choose your Wufoo account from the list of accounts, or connect a new account.
  2. Enter your Wufoo login email, password, and account name, and click Save + Continue.

    Zapier Wufoo Setup

  3. Select which form to use to create new Desk cases using the Form drop-down.

    Zapier Wufoo Form Select

  4. Choose your Pipedrive account from the list of accounts, or connect a new account.
  5. To connect a new Pipedrive account you will need to plug in your personal API token, found under the API section in the settings of your Pipedrive account.

    Pipedrive-API

  6. Craft the Title that you wish to use using fields from Wufoo.

    Create Deal

  7. Click Save + Finish.

 

Now test the Zap to make sure it works. Once you're satisfied with the results, newly completed Wufoo submissions will be automatically added as new Pipedrive deals.

Note - if you ever want to change this Pipedrive and Wufoo integration, just go to your Zapier dashboard and tweak anything you'd like.


You can also check out all that's possible with Pipedrive on Zapier, and other ways to connect Pipedrive and Wufoo.