An automated workflow using integromat
Connects Cognito Forms + Pipedrive
Create Pipedrive CRM persons from Cognito Forms entries
About this workflow template
This automation scenario allows you to connect Cognito Forms and Pipedrive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Cognito Forms and Pipedrive can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Cognito Forms
Watch new entries in Cognito Forms
Triggers when a new entry is submitted to your form
Then this action happens in Pipedrive
Create a Person in Pipedrive
Creates a person.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive CRM persons from Cognito Forms entries.
Part I
Configure Applications
First, we need to connect Cognito Forms and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Cognito Forms to Make.com.
Give Make.com access to your Cognito Forms account, using Cognito Forms credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Cognito Forms
Choose the following trigger: Watch new entries (Triggers when a new entry is submitted to your form).
Then set up an Action for Pipedrive
Choose this action: Create a Person (Creates a person.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cognito Forms and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Pipedrive CRM persons from Cognito Forms entries!
Related Automation Templates
Supported triggers and actions
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Triggers when a new deal is created.
triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapieralbatoUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
Triggers when an existing deal is updated.
triggerbyzapierautomateiopabbly-connectpipedream
Create entry
Creates a new entry.
actionbyzapierintegromatSet form availability
Sets the availability of a form.
actionbyzapierintegromatpabbly-connectGet document
Gets an entry document.
actionbyintegromatzapierGet file
Gets a file by id.
actionbyintegromatApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
actionbyzapierCustom actions (beta)
Create a new action using AI.
actionbyzapier
Apps you need
Pipedrive alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
