This automation scenario allows you to connect Typeform and Pipedrive
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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
Typeform and Pipedrive can also be integrated using automation tools other than integromat:
When this trigger fires in Typeform
Triggers when a new response is submitted.
Then this action happens in Pipedrive
Updates a person.
This guide contains information on how to set up an automatic workflow that allows to Update a person in Pipedrive with records from a submitted form in Typeform.
Part I
First, we need to connect Typeform and Pipedrive to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Typeform to Make.com.
Give Make.com access to your Typeform account, using Typeform credentials.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Typeform
Choose the following trigger: Watch Responses (Triggers when a new response is submitted.).
Then set up an Action for Pipedrive
Choose this action: Update a Person (Updates a person.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Typeform 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 Update a person in Pipedrive with records from a submitted form in Typeform!
New submission
Triggers when a form is submitted.
Triggers when a new response is submitted.
Get list of all the forms.
This trigger fires every time a form receives a new response.
Form is submitted
Creates a new deal.
Creates a new person.
Creates a new activity.
Creates a new lead.
Updates an existing deal.
Creates a person.
Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.
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.