Formsite + Pipedrive Integration

Integrate Formsite to Pipedrive in one click, or tell Integrately AI how you want each submission handled. Capture responses, create and update contacts, add deals, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formsite
    Form is submitted in Formsite Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
Arrow Right
2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Formsite + Pipedrive Integration

Capture responses, create leads, update deals, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Formsite + Pipedrive Integration

Create Pipedrive person for new Formsite form submission

Automatically creating Pipedrive person for new Formsite form submission can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Pipedrive person can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Formsite + Pipedrive flow

Route form responses into communication channels, email campaigns, and spreadsheets to keep your entire team aligned. Pick a combination and activate it in one click.

Formsite
Pipedrive
+
TypeformTypeform (4)
+
GmailGmail (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
F
P
T
Create a Pipedrive person from every Formsite submission, and configure a follow-up in Typeform
Form submissions instantly generate a Pipedrive person and set up a Typeform workflow without manual data entry.
F
P
T
When a Formsite form is submitted, add a Pipedrive deal and update Typeform records
New form submissions automatically create Pipedrive deals and sync records in Typeform in real time.
F
P
T
If a Formsite submission includes high-value project details, create a Pipedrive deal and notify Typeform
High-value submissions instantly trigger a Pipedrive deal creation and log the event in Typeform.
F
P
C
T
Use ChatGPT to analyze Formsite submissions, create Pipedrive contacts, and log them in Typeform
AI-analyzed submissions create Pipedrive contacts and update Typeform records automatically.

Supported triggers and actions for Formsite and Pipedrive

Mix and match to build the exact automation you need

Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
Triggers the automation when a form is filled
Try it →
No action is available
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it →
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it →
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it →
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it →
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
Try it →
Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
Try it →
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it →
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it →
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
Try it →
Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
Try it →
Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
Try it →
Delete activity in Pipedrive
Deletes an activity
Try it →
Create deal in Pipedrive
Generates a new deal
Try it →
Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
Try it →
Get deal by id in Pipedrive
Retrieves a deal by its id
Try it →
Convert deal to lead in Pipedrive
Converts a deal into a lead
Try it →
Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
Try it →
Add product to deal in Pipedrive
Adds selected product to a deal
Try it →
Get products of deal in Pipedrive
Retrieves products associated with a deal
Try it →
Add participant to deal in Pipedrive
Adds a participant to a deal
Try it →
Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
Try it →
Create lead in Pipedrive
Generates new leads for potential customers
Try it →
Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it →
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it →
Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
Try it →
Create organization in Pipedrive
Generates a new organization
Try it →
Update organization in Pipedrive
Updates organization information
Try it →
Search organization in Pipedrive
Finds and retrieves information about a organization
Try it →
Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it →
Delete organization in Pipedrive
Deletes an organization
Try it →
Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
Try it →
Search person in Pipedrive
Retrieves information about a person
Try it →
Get person by id in Pipedrive
Retrieves a person's information by their id
Try it →
Delete person in Pipedrive
Deletes a person
Try it →
Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
Try it →
Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
Try it →
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Formsite + Pipedrive?

Streamline your sales pipeline by instantly converting form submissions into managed CRM records, deals, and activities.

What you can automate?
Turn every form submission into a Pipedrive deal
Capture prospective client details from Formsite and instantly create a corresponding deal in Pipedrive without lifting a finger.
📋
Capture every submitted custom form field
Map specialized survey questions and dropdown answers directly into Pipedrive notes or custom fields instead of losing valuable context.
🔔
Notify your sales team of new submissions instantly
Send immediate alerts or emails whenever a high-value prospect submits a project inquiry through your web forms.
🔀
Route leads based on submitted form answers
Assign deals to different pipeline stages or team members depending on budget or tier selections submitted in your forms.
🔄
Keep Pipedrive records updated as forms change
Synchronize ongoing client interactions and profile updates seamlessly between your form builder and your CRM database.
🔍
Search and update existing contacts automatically
Check if a submitter already exists in Pipedrive before creating a record, preventing duplicate contacts and clutter.
🏷️
Manage deal stages upon form milestone events
Update pipeline deal stages automatically when clients complete follow-up forms or submit final approval documents.
💬
Extend your workflow with Slack or email alerts
Connect your Formsite and Pipedrive automation to Slack or Gmail to keep your entire organisation in the loop.
And much more...

Who is Formsite + Pipedrive integration for?

Connecting Formsite and Pipedrive eliminates manual data entry between your form builder and CRM, giving sales and operations teams instant access to pipeline data.

Sales Operations Managers
Sales Operations Managers
Account Executives
Account Executives
Client Service Directors
Client Service Directors
Lead Generation Specialists
Lead Generation Specialists
Business Development Reps
Business Development Reps
Data Compliance Officers
Data Compliance Officers
📈
Sales Operations Managers
You're compiling daily form submissions into manual CRM updates, but leads sit unprocessed for hours while your pipeline numbers remain outdated — automating both apps means every form submission populates Pipedrive instantly and your reporting stays current.
Account Executives
You need to act on inbound demo requests immediately, but you find out about new submissions after reps manually forward emails — this integration means every form entry creates a deal in Pipedrive the moment it arrives so you can reach out first.
🤝
Client Service Directors
You answer to stakeholders who want real-time visibility into new client onboarding forms, but compilation delays leave your project boards blank — connecting these apps means every onboarding submission populates your CRM records without manual oversight.
📊
Lead Generation Specialists
The volume of survey responses is too high for anyone to keep up by hand, causing missed contacts and unassigned accounts — automating both apps means every form response flows straight into Pipedrive contacts without manual intervention.
📥
Business Development Reps
You own the outreach step and depend on upstream marketing forms to hand over clean contact details, but missing fields break your workflow — integrating these apps means all submitted form answers land in your CRM ready for follow-up.
🗂️
Data Compliance Officers
You need a reliable customer history in your CRM and keep finding gaps caused by missed copy-paste tasks between forms and databases — this integration means every single customer interaction is logged accurately and permanently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Formsite + Pipedrive

Build and manage your Formsite + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Formsite + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Formsite to Pipedrive?
Frequently Asked Questions
You can connect Formsite to Pipedrive in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking tools like Gmail, Slack, and Google Sheets.
Can I automatically create Pipedrive deals from Formsite form submissions?
Frequently Asked Questions
Can I connect Formsite, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formsite and Pipedrive?
Frequently Asked Questions
How does Formsite data map into Pipedrive records?
Frequently Asked Questions
Can I update Pipedrive deal stages when form milestones happen?
Frequently Asked Questions
Do I need coding skills to automate Formsite and Pipedrive?
Frequently Asked Questions
Is the Formsite and Pipedrive integration free?
Frequently Asked Questions
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You Can Also Connect Formsite or Pipedrive With 1500+ Other Apps

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