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    Help Center Integrations Pipedrive Integration

    Sending Web Forms to Pipedrive


    Important Note: Skip Step One if the following article has already been completed: Sending Phone Calls to Pipedrive.

    1Go to your Pipedrive account. Go to "Company Settings" by clicking your User Icon in the top right corner. Under the Company section, select "Data Fields". Click the "Add Custom Field" button. Select "Person Field".

    Choose "Numerical" as your field type. Enter the Field Name: "LeadID". Check all of the Field Properties boxes. Click "Save".
    Add Person Field in Pipedrive

      Note: Copy the "API key" by selecting the three dots at the end of the row.

    Copy API Key in Pipedrive

    Click the "Add Custom Field" button. Select "Lead/Deal Field".

    Choose "Numerical" as your field type. Enter the Field Name: "LeadID". Check all of the Field Properties boxes. Click "Save".

    2Log into Zapier and click "Create Zap". Select "WhatConverts" as your Trigger App and "New Lead" as the Trigger event.

      We highly recommend setting up Field Mapping prior to completing this step.

    Connect your WhatConverts account and click "Continue".

    On the Set up trigger page, select "Yes" only for "Web Forms". Select your profile from the drop down and click "Continue". Select "Test trigger". Select a lead from the drop-down and click "Continue".

      Note: If no lead is found, submit a test form and re-test this step of your Zap.

    3Select "Pipedrive" as your Action App and "Create Person" as your Action event. Click "Continue”. Connect or Select your Pipedrive Account. Click "Continue".
    Set your fields to the following on the Set up action page.

    • Name: Mapped Fields Contact Name
    • Email: Mapped Fields Email
    • Lead ID: Lead ID

    You can also set up the Phone Number and any additional fields you would like to pass if you have those available.

    Web Form setup inside of Pipedrive

    Once all the fields are set click "Continue". Review your data and click the "Test & Continue" button. Turn your Zap "On".

    4Go to Pipedrive and select "Contacts"; Under People you will see the contact lead form information from WhatConverts.

    If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    Important Note: Skip Step One if the following article has already been completed, "Sending Phone Calls to Pipedrive".

    1Go to your PipeDrive account and click "Settings"; select the “Customize Fields” option. Click on the “People” tab and select the, “Add a Field” button.
    Pipedrive add field
    Choose “Numerical” as your field type. Enter the Field Name: “LeadID”. Click "Save".
    Pipedrive Numerical
    In the chart, make sure the LeadID Field Name has Show in Add New dialog set to “Yes” and Important set to “Yes”.

    Very Important: Make note and write down the “Field API key” located in the last field.

    Pipedrive Field List

    2Log into your Zapier account and click "Make a Zap". Select "WhatConverts" as the Trigger App. Select “New LeadTrigger. Click “Continue”. Connect your WhatConverts account and continue to the Customize Lead page.

    On the Customize Lead page, select "Yes" only for "Web Forms". Select your profile from the drop down and click "Continue". Select "Test and Review". Once the test is successful and you are satisfied with the lead, click "Continue".

    3Select "PipeDrive" as your Action App and "Create or Update a Person" as your Action. Click "Continue”. Connect your PipeDrive Account with Zapier by clicking on the, “Connect an Account” button. Enter your PipeDrive API token and click "Save & Continue".

      Your PipeDrive API token can be found by going to "Settings", "Personal" and "API" located under the Other category in your PipeDrive account.

    Edit the data to pass from WhatConverts into PipeDrive by setting your fields to the following below. Make sure to click on the “Insert A Field” button to the right of each field. Match the fields to the fields you have set up in your site's form.

    • Name: Additional Fields Your Name (This will be the name field from your form)
    • Email: Additional Fields Email
    • Lead ID: Lead ID
      Set up PipeDrive Person Form

      Once all the fields are set click “Continue”. View your data and click the “Finish” button. Name your Zap and turn your Zap "On".

    4Go to PipeDrive and select “Contacts” under the navigation menu; select “People” under the drop down menu. The contact lead form information from WhatConverts should now be displaying within PipeDrive.

    Test PipeDrive Form
     

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