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Zapier - Creating Pipedrive Deals via Gravity Forms


If you want to add your new Gravity Forms submissions to your Pipedrive, you can do that using Zapier.

 

You will need

 

Getting your accounts ready

To connect your Gravity Forms account to Zapier, you will need the Gravity Forms plugin with the Zapier add-on installed. You will also need a form created in Gravity Forms. To get started with Gravity Forms, and for information on creating forms and installing the add-ons that you will need, check here. Information for getting started with Gravity Forms on Zapier can be found here.

To link your Gravity Forms 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 Gravity Forms.

  1. Follow the directions on the first step of the Zap to connect your Gravity Forms account to Zapier.
  2. Choose your Pipedrive account from the list of accounts, or connect a new account.
  3. 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

  4. Craft the Title that you wish to use using fields from Gravity Forms.

    Create Deal

  5. Click Save + Finish.

 

Now test the Zap to make sure it works. Once you're satisfied with the results, a new Pipedrive deal will be created whenever your form is filled out.

Note - if you ever want to change this Pipedrive and Gravity Forms 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 Gravity Forms.