Chatforma + Pipedrive Integration

Integrate Chatforma to Pipedrive in one click, or tell Integrately AI how you want each lead handled. Create deals, add notes, update contacts, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatforma
    New user input is found in Chatforma
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted 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
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2.
  • Chatforma
    Send a message to a specific user in Chatforma
  • Chatforma
    Send a message to a user segment in Chatforma
  • Chatforma
    Add a user to a segment in Chatforma
  • Chatforma
    Delete user from a segment in Chatforma
  • 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 Chatforma + Pipedrive Integration

Capture new user inputs, create Pipedrive deals, update contacts, log notes, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Chatforma + Pipedrive Integration

Create Pipedrive person for new Chatforma user input

Automatically creating Pipedrive person for new Chatforma user input 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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Pipedrive + Chatforma Integration

Send Chatforma message for new Pipedrive person

Anytime a new person is added to your Pipedrive, automatically send them a message through Chatforma letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Pipedrive - Chatforma integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Pipedrive + Chatforma Integration

Send Chatforma message for new Pipedrive deal

Whenever a new deal is created in your Pipedrive, you'll want to communicate with your team to make sure everyone is on the same page. Sending Chatforma message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - Chatforma integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your Chatforma + Pipedrive flow

Send chat leads straight to your CRM, notify your sales team, update tracking sheets, and trigger follow-up communications. Pick a combination and activate it in one click.

Chatforma
Pipedrive
+
TypeformTypeform (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
T
C
P
When a Typeform response is submitted, send a message to a specific user in Chatforma and create a deal in Pipedrive.
New Typeform entries trigger a Chatforma message and instantly create a deal in Pipedrive without manual entry.
T
C
P
When a Typeform response is submitted, add the user to a segment in Chatforma and update the person in Pipedrive.
Segment form respondents in Chatforma and keep your Pipedrive contacts current automatically.
T
C
P
If a Typeform response indicates high intent, send a message to a user segment in Chatforma and create an activity in Pipedrive.
Route high-intent respondents to Chatforma segments and schedule follow-up activities in Pipedrive instantly.

Supported triggers and actions for Chatforma and Pipedrive

Mix and match to build the exact automation you need

Chatforma
Chatforma Triggers & Actions
New user input is found in Chatforma
Triggers the automation when new user input is found
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Send a message to a specific user in Chatforma
Sends a message to a recipient
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Send a message to a user segment in Chatforma
Sends a message to a segment of users
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Add a user to a segment in Chatforma
Adds a new user to a segment
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Delete user from a segment in Chatforma
Removes a user from a particular segment
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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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
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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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
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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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
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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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
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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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
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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
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Attach file in Pipedrive
Uploads and save the selected file to a task
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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 Chatforma + Pipedrive?

Streamline your sales bot workflows and CRM management with powerful, automated routines.

What you can automate?
🤖
Create deals from chat inputs automatically
Turn every new user input found in Chatforma into a new deal in Pipedrive instantly. Eliminate manual data entry and ensure every prospect enters your sales pipeline right away.
📝
Capture every submitted bot field
Map all available Chatforma survey answers and user details into Pipedrive fields instead of just a name and email. Your CRM records become a more useful source for sales calls.
🔔
Alert your team instantly
Send immediate notifications when new chat submissions arrive or when deal stages change in Pipedrive. Keep your sales representatives informed without switching tabs.
🔀
Route leads based on submitted criteria
Perform different actions depending on what the user selects in your Chatforma bot. Send high-value prospects to priority deal stages while standard leads follow a normal pipeline.
🔄
Keep Pipedrive records updated
Automatically update person details, organizations, and deal stages across Pipedrive whenever chat interactions or user segments change.
🔍
Prevent duplicate records
Search existing contacts before creating new entries in Pipedrive. Update current person records instead of cluttering your CRM with duplicate profiles.
📅
Manage follow-up activities
Automatically create activities in Pipedrive whenever a chat interaction requires human follow-up. Ensure your team never misses a scheduled task.
💬
Extend your workflow to Slack
Connect Chatforma and Pipedrive to Slack to post instant updates to your sales channels whenever a major deal moves forward.
And much more...

Who is Chatforma + Pipedrive integration for?

Teams handling chatbot leads and sales pipelines rely on this integration to eliminate manual data entry and accelerate follow-ups.

Sales leaders
Sales leaders
Support teams
Support teams
Account managers
Account managers
Operations managers
Operations managers
Sales reps
Sales reps
Business owners
Business owners
📈
Sales leaders
You're reviewing conversion metrics from your chat bot but your CRM deals only update when someone manually exports submissions, so the pipeline counts you're optimising against are always outdated — automating both apps means every new user input creates a deal instantly and your revenue data stays current.
Support teams
You need to act fast when prospects submit inquiries, but finding out about chat messages hours later delays your outreach — with this integration, every user input triggers a CRM record immediately and your team can respond without hesitation.
📋
Account managers
You answer to clients who want to see active pipeline progress, but manually copying chat interactions into Pipedrive leaves gaps in your reporting — connecting these apps means every interaction is logged accurately and your client updates reflect reality.
🔄
Operations managers
The volume of inbound chat submissions is too high for anyone to keep up by hand, leading to missed contacts and unassigned deals — automating these apps means every submission flows into Pipedrive without manual bottlenecks.
👥
Sales reps
You depend on inbound leads being handed over from chat bots, but manual delays mean cold leads slip away before you can call — this integration means every chat input turns into an active deal the moment it arrives.
📁
Business owners
You need a reliable history of customer interactions across your sales and chat tools, but manual record-keeping creates missing entries — automating both apps means your database maintains a complete and accurate audit trail.
Our team

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

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Why choose Integrately to automate Chatforma + Pipedrive

Build and manage your Chatforma + 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 Chatforma + 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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Automation is ready
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Frequently Asked Questions

How do I connect Chatforma to Pipedrive?
Frequently Asked Questions
You can connect Chatforma to Pipedrive in 1 click using ready workflows on Integrately, or ask Integrately AI to build the integration for you. It also works seamlessly with apps like Slack, Google Sheets, and Gmail.
Can I automatically create Pipedrive deals from Chatforma chat submissions?
Frequently Asked Questions
Can I connect Chatforma, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatforma and Pipedrive?
Frequently Asked Questions
How does Chatforma pass user input data into Pipedrive?
Frequently Asked Questions
Can Pipedrive updates trigger actions in Chatforma?
Frequently Asked Questions
Do I need coding skills to automate Chatforma and Pipedrive?
Frequently Asked Questions
Is the Chatforma and Pipedrive integration free?
Frequently Asked Questions
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