Pipedrive
Send Gravity Forms submissions directly to Pipedrive as contacts, deals, leads, organizations, or activities.
What it does
When someone fills out a form, your team still has to copy that data into your CRM. This add-on removes that step by sending form submissions straight to Pipedrive the moment they arrive.
You create a feed for any form and pick what should happen on submission: create or update a person or organization, create a deal or lead, or schedule an activity. You map form fields to Pipedrive fields—names, emails, phone numbers, deal values, close dates, and more—including custom fields from your Pipedrive account. Conditional logic lets you control which submissions trigger each feed, and payment integrations can hold processing until payment clears.
This is useful for sales teams running lead-generation, quote, contact, or registration forms who need new submissions to appear in Pipedrive immediately, with records linked and ready for follow-up—without anyone re-entering data by hand.
Key features
- Create or update Pipedrive people, organizations, deals, leads, and activities from form submissions
- Map form fields to standard and custom Pipedrive fields
- Assign deals, leads, and activities to a specific Pipedrive user, pipeline, stage, and currency
- Handle duplicates by matching people on email and organizations by name, then choosing to update, reuse, or create a new record
- Add submission details as notes on related Pipedrive records and schedule automatic follow-up activities
- Use conditional logic to control which submissions trigger a feed, and delay processing until payment is received
- Store Pipedrive record IDs with the Gravity Forms entry and add direct record links to entry notes
Good for
Written from Gravity Forms’s own listing. Version and dates come straight from the source and are checked weekly.
How does the add-on connect to Pipedrive?
You enter your Pipedrive company subdomain and API token in the Gravity Forms settings. The add-on confirms whether the credentials are valid and shows the connected Pipedrive user.
Can one form trigger more than one Pipedrive action?
Yes. You can configure multiple feeds on a single form to support different actions or submission workflows.
What happens if a person or organization already exists in Pipedrive?
You choose the duplicate rule per feed: update the existing record, use it without changes, or create a new one. People are matched by email address and organizations by name.
Can I send custom Pipedrive fields from my forms?
Yes. The add-on retrieves supported custom fields from your Pipedrive account for people, organizations, deals, and leads, and you can map form fields to them.