How To Integrate Pipedrive With Jotform

How To Integrate Pipedrive With Jotform

  1. Create a Jotform Account: Sign up or log in to your Jotform account.
  2. Access Your Form: Choose the form you want to integrate with Pipedrive.
  3. Go to Settings: Click on the "Settings" tab in the form builder.
  4. Select Integrations: Find and click on the "Integrations" option.
  5. Search for Pipedrive: Type "Pipedrive" in the search bar and select it.
  6. Connect Your Pipedrive Account: Log in to your Pipedrive account to authorize the integration.
  7. Map Your Fields: Match Jotform fields with Pipedrive fields as needed.
  8. Set Up Triggers: Choose what actions in Jotform will trigger updates in Pipedrive.
  9. Test the Integration: Submit a test form to ensure data flows correctly to Pipedrive.
  10. Save Changes: Click "Save" to finalize the integration settings.