Create Pipedrive note for new Cognito Forms entry
Cognito Forms + Pipedrive Integration
Cognito Forms + Pipedrive Integration
Connect Cognito Forms to Pipedrive in 1 click
Free forever.Use premium features free for 14 days.1.
Entry is created in Cognito Forms Instant- Entry is updated in Cognito Forms Instant
Activity is created in Pipedrive Instant- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
Trusted by experts at...
Ready Workflows for Cognito Forms + Pipedrive Integration
Just click on the workflow you want to automate
Most popular automation
When Entry is created in Cognito Forms > Check any condition > Create lead in Pipedrive
Cognito Forms + Pipedrive Integration
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Our team can create automations for you... At no extra cost!
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Who Is This Integration For?
Small Business Owners
Event Organizers
Real Estate Agents
Sales Teams
Educational Institutions
Small Business Owners
Small business owners often struggle to manually transfer contact and lead information from form submissions into their CRM. This process is time-consuming and inefficient, leading to potential lost opportunities if they don't follow up promptly.
Event Organizers
Event organizers face challenges in managing attendee information efficiently. They need a system to automatically capture and organize registration details from forms to ensure seamless communication and follow-up.
Real Estate Agents
Real estate agents often receive inquiries from multiple channels. Manually entering potential buyer or renter data from online forms into their CRM can result in errors and missed leads, impacting their ability to close deals quickly.
Sales Teams
Sales teams require immediate access to lead data to effectively manage their sales pipeline. Delays in transferring data from forms to their CRM result in missed opportunities and decreased productivity.
Educational Institutions
Educational institutions dealing with student inquiries and admissions data need an automated way to transfer form submissions to their records system to streamline their enrollment processes.
What Can You Automate With Cognito Forms + Pipedrive
Add new CognitoForms leads to Pipedrive
Automatically send new lead information from CognitoForms directly to Pipedrive, saving you the hassle of manual data entry. This ensures that every new potential client is captured in your CRM instantly, allowing you to follow up promptly.
Update Pipedrive contacts with form responses
Whenever someone updates their information through a CognitoForms submission, you can automatically update their contact record in Pipedrive. This keeps your CRM up-to-date with minimal effort.
Create activities in Pipedrive from form submissions
Automatically create follow-up tasks or activities in Pipedrive whenever a form is submitted in CognitoForms. This ensures your sales team never misses a chance to engage with a potential lead.
Track form submissions as deals in Pipedrive
Each time a new form is submitted on CognitoForms, you can instantly create a new deal in Pipedrive. This helps you keep your sales pipeline full and organized without lifting a finger.
Log form feedback in Pipedrive notes
Capture valuable feedback sent through CognitoForms and automatically log it as notes on relevant contact records in Pipedrive. This way, you maintain context for all your interactions and improve customer relations.
And much more...
Top 10 Most Popular Cognito Forms Automations from
Integrately Community
Just click on the workflow you want to automate
Create Smartsheet row for new Cognito Forms entry
Create Salesforce record for new Cognito Forms entry
Create Trello card for new Cognito Forms entry
Create Microsoft Excel row for new Cognito Forms entry
Create Monday.com item for new Cognito Forms entry
Create Smartsheet row for new Cognito Forms entry
Create Salesforce record for new Cognito Forms entry
Create Trello card for new Cognito Forms entry
Create Microsoft Excel row for new Cognito Forms entry
Create Monday.com item for new Cognito Forms entry
Create Zoho CRM module for new Cognito Forms entry
Send Online Live Support message for new Cognito Forms entry
Create ActiveCampaign contact for new Cognito Forms entry
Create ClickUp task for new Cognito Forms entry
Create Google Calendar event for new Cognito Forms entry
Create Zoho CRM module for new Cognito Forms entry
Send Online Live Support message for new Cognito Forms entry
Create ActiveCampaign contact for new Cognito Forms entry
Create ClickUp task for new Cognito Forms entry
Create Google Calendar event for new Cognito Forms entry
Top 10 Most Popular Pipedrive Automations from
Integrately Community
Most popular
01
Create Pipedrive note for new WhatsApp message
02
Create Pipedrive note for new Stripe charge
03
Create Pipedrive note for new Jira Service Desk ticket
04
Create Google Sheets row for new Pipedrive deal
05
Send SendGrid email for new Pipedrive deal
06
Create Pipedrive note for new Calendly event invitee
07
Create Pipedrive note for new ClickSend SMS message
08
Send ClickSend SMS message for new Pipedrive deal
09
When Person is created in Pipedrive > Create Task in Chatwork
10
Send MessageBird message for new Pipedrive deal
Most popular
01
Create Pipedrive note for new WhatsApp message
02
Create Pipedrive note for new Stripe charge
03
Create Pipedrive note for new Jira Service Desk ticket
04
Create Google Sheets row for new Pipedrive deal
05
Send SendGrid email for new Pipedrive deal
06
Create Pipedrive note for new Calendly event invitee
07
Create Pipedrive note for new ClickSend SMS message
08
Send ClickSend SMS message for new Pipedrive deal
09
When Person is created in Pipedrive > Create Task in Chatwork
10
Send MessageBird message for new Pipedrive deal
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Cognito Forms + Pipedrive Now 
In Just 1 Click!
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750 Tasks
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You Can Also Connect Cognito Forms or Pipedrive With 1400+ Other Apps
Cognito Forms
Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.
Pipedrive
Pipedrive is a CRM software that helps you organize your sales, marketing, and customer relationships in one place. You can then use this information to stay on top of your leads and expand your business.
