Zoho Forms + Pipefy Integration

Integrate Pipefy to Zoho Forms in one click, or tell Integrately AI how you want each submission handled. Capture every form response, create a matching card in Pipefy, update operational fields, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Forms
    Form is sumbitted in Zoho Forms Instant
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
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2.
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy

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Ready Workflows Ready Workflows for Pipefy + Zoho Forms Integration

Capture form submissions, create corresponding cards, update operational fields, notify stakeholders, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Zoho Forms + Pipefy Integration

Create Pipefy card for new Zoho Forms form submission

Any time a new Zoho Forms form submission is submitted, this Zoho Forms - Pipefyintegration will create a new card in Pipefy so that the relevant team can track progress. This will ensure that every form submission is followed up in a timely fashion.

In addition, the Pipefy card will provide a clear record of what has been done and what still needs to be done in order to address each form submission. As a result, this simple automation can save a lot of time and effort while helping to ensure that every Zoho Forms form submission is dealt with effectively.
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Connect more apps to your Pipefy + Zoho Forms flow

Sync your form data into CRMs, notify teams in chat apps, and log responses in spreadsheets for review. Pick a combination and activate it in one click.

Zoho Forms
Pipefy
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Zoho CRMZoho CRM (6)
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SlackSlack (5)
+
Google DriveGoogle Drive (4)
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AsanaAsana (4)
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GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
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Turn every Zoho Forms submission into a Pipefy card, and create a contact in Zoho CRM
Form submissions land in Pipefy as new cards and create matching contacts in Zoho CRM instantly, removing manual data entry.
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Create a Pipefy card from a Zoho Forms submission, and send an email alert in Zoho CRM
Notify your sales representatives in Zoho CRM the moment a new Zoho Forms submission creates a Pipefy card.
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When a Zoho CRM contact is updated, update the matching card field in Pipefy
Keep Pipefy operational cards aligned whenever contact details change in Zoho CRM following a form submission.
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If a Zoho Forms submission indicates high priority, create an urgent Pipefy card and a Zoho CRM deal
Route high-value form entries into priority Pipefy cards and set up corresponding deals in Zoho CRM automatically.
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Use Claude to summarise every Zoho Forms submission, create a Pipefy card, and add a Zoho CRM record
Let Claude analyse form submissions, populate a structured Pipefy card, and record the details in Zoho CRM.
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Turn a Zoho Forms submission into a Pipefy card, create a Zoho CRM contact, and notify Slack
Capture form data into Pipefy, log it in Zoho CRM, and announce the new submission in your Slack channel.

Supported triggers and actions for Zoho Forms and Pipefy

Mix and match to build the exact automation you need

Zoho Forms
Zoho Forms Triggers & Actions
Instant
Form is sumbitted in Zoho Forms
Triggers the automation when a form is filled
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No action is available
Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
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What can you automate with Pipefy + Zoho Forms?

Connect your form intake with robust workflow management to eliminate manual data entry and keep operations running smoothly.

What you can automate?
⚙️
Turn every form submission into an operational card
Automatically create a new card in Pipefy the moment a user submits a response in Zoho Forms. Eliminate manual copying and ensure every intake request begins processing immediately.
📝
Capture every submitted field in your workflow
Map all available form answers into corresponding Pipefy card fields instead of just basic contact details. Your workflow retains full context for every submission.
🔔
Alert team members the moment intake occurs
Notify the right personnel instantly whenever a new form entry creates a card in Pipefy. Keep stakeholders informed without manual status checks.
🔀
Route submissions based on specific form answers
Apply conditional rules to form entries so high-priority requests generate urgent Pipefy cards while standard inquiries follow normal routing paths.
🔄
Keep operational records synchronised as work progresses
Update card fields in Pipefy automatically whenever related records or statuses change across your connected operational platforms.
🔍
Search and update existing records to prevent duplicates
Check for existing cards in Pipefy before creating new ones, updating current records with fresh form submission data to keep your workspace clean.
📅
Handle later status changes and follow-up actions
Trigger downstream operations in Pipefy or external tools when card stages or form statuses transition to completed, overdue, or closed.
🔗
Extend your workflow to external team apps
Connect your core Pipefy and Zoho Forms automation with Slack, Google Drive, or Zoho CRM to create seamless multi-step pipelines across your entire tech stack.
And much more...

Who is Pipefy + Zoho Forms integration for?

Operations teams, project managers, and intake coordinators streamline data collection and workflow tracking without manual copy-pasting between forms and project boards.

Operations analysts
Operations analysts
Customer support leads
Customer support leads
Project managers
Project managers
Sales intake coordinators
Sales intake coordinators
Workflow administrators
Workflow administrators
Quality assurance specialists
Quality assurance specialists
📈
Operations analysts
You're reviewing form intake metrics across multiple projects but your tracking boards only update when someone manually creates cards, so the counts you're reporting against are always a few hours behind — with this integration, every new submission lands in Pipefy instantly and your data stays current.
Customer support leads
You need to triage incoming support tickets immediately, but form entries sit in Zoho Forms until someone checks the inbox, so urgent issues are caught too late — with this integration, every submission creates a priority card in Pipefy instantly and your team can act right away.
📊
Project managers
You answer to external clients who expect up-to-date project boards, but manual data entry from intake forms causes constant delays and missing tasks — with this integration, every form entry populates your Pipefy workflow automatically and client reporting is always accurate.
📥
Sales intake coordinators
The volume of inbound prospect forms is too high for anyone to keep up by hand, leading to missed leads and delayed follow-ups — with this integration, every submission generates a Pipefy card instantly and your pipeline stays fully populated.
🔄
Workflow administrators
You own the operational execution stage and depend on intake teams to hand over form data, but manual transfers introduce errors and bottlenecks — with this integration, form submissions feed straight into your Pipefy workflows without manual intervention.
📋
Quality assurance specialists
You need a reliable history of all form submissions and workflow stages, but manual record-keeping keeps leaving gaps in your audit trail — with this integration, every entry and update is logged across your systems with total accuracy.
Our team

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Why choose Integrately to automate Zoho Forms + Pipefy

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

1,500+ apps connected
1,500+ apps connected
Connect Zoho Forms + Pipefy 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 Pipefy to Zoho Forms?
Frequently Asked Questions
You can connect Pipefy to Zoho Forms easily using 1-click workflows or by using Integrately AI to set up your automation with apps like Slack, Google Sheets, and Zoho CRM.
Can I automatically create Pipefy cards from Zoho Forms submissions?
Frequently Asked Questions
Can I connect Pipefy, Zoho Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipefy and Zoho Forms?
Frequently Asked Questions
How does Pipefy handle data received from Zoho Forms?
Frequently Asked Questions
Can I filter Zoho Forms submissions before creating Pipefy cards?
Frequently Asked Questions
Do I need coding skills to automate Pipefy and Zoho Forms?
Frequently Asked Questions
Is the Pipefy and Zoho Forms integration free?
Frequently Asked Questions
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