Connect Cognito Forms and Pipedrive CRM integrations
Connect Cognito Forms and Pipedrive CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Cognito Forms and Pipedrive CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when an entry is deleted
Triggers when a new entry is submitted to your form
Triggers when an entry is updated.
Add follower to an object of selected type (deals, organizations, persons).
Adds a new installment subscription.
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Creates a new lead label.
Creates an activity.
Creates an organization.
Creates a note.
Creates a person.
Creates a product.
Deletes a deal.
Deletes a deal field by its ID.
Delete a follower from a deal.
Deletes a lead.
Deletes lead label by its ID.
Marks mail thread as deleted.
Deletes an activity.
Deletes a product attachment from a deal.
Deletes an organization.
Deletes a note.
Deletes a person.
Deletes a product.
Marks an installment or a recurring subscription as deleted.
Downloads a file.
Returns details of a specific deal.
Gets a Deal field.
Gets filter by its ID.
Gets a lead.
Returns specific mail thread.
Returns data about specific mail message.
Returns details of a specific activity.
Returns details of an organization.
Returns details about a specific note.
Returns details of a person.
Returns data about a specific product.
Returns details of an installment or a recurring subscription.
Returns data about a specific user within the company.
Gets deals summary.
Performs an arbitrary authorized API call.
Updates a deal.
Updates Deal field by its ID.
Updates a lead.
Updates lead label by its ID.
Updates the properties of a mail thread.
Updates an activity.
Updates an installment subscription.
Updates an organization.
Updates an organization field value.
Updates a note.
Updates a person.
Updates a product.
Updates a recurring subscription.
Updates product attachment details of the deal-product (a product already attached to a deal).
Lets you upload a file, and associate it with a Deal, a Person, an Organization, an Activity or a Product.
Returns details of an installment or a recurring subscription by the deal ID.
Searches for activities.
Lists activities associated with a deal.
Lists all fields in Deals.
Searches for deals.
Lists deals associated with a person.
Returns data about deals that have a product attached to them.
Lists deals associated with an organization.
Lists deals in a specific pipeline across all its stages.
Lists deals in a specific stage.
Lists files associated with a deal.
Lists all filters.
List followers of an object of selected type (deals, organizations, persons, products, users).
Lists Lead labels.
Retrieves all your leads.
Returns mail threads in specified folder ordered by most recent message within.
Get mail messages inside specified mail thread.
Searches for notes.
Searches for organizations.
Lists the participants associated with a deal.
Returns all payments of an installment or recurring subscription.
Searches for persons.
Lists all persons associated with a deal, regardless of whether the person is the primary contact of the deal, or added as a participant.
Returns data about all pipelines.
Searches for products.
Lists products attached to a deal.
Returns data about all stages.
Retrieves your deals filtered by criteria.
Performs a search from multiple item types.
Retrieves your leads filtered by criteria.
Retrieves your organizations filtered by criteria.
Retrieves your persons filtered by criteria.
Retrieves your products filtered by criteria.
Returns data about all users or searches by name or email.
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Build your Cognito Forms and Pipedrive CRM integrations.
Create custom Cognito Forms and Pipedrive CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new installment subscription.
Cancels a recurring subscription.
Creates a deal.
Creates a new deal field.
Creates a lead.
Popular Cognito Forms and Pipedrive CRM workflows.
Looking to get more out of Cognito Forms and Pipedrive CRM? With Make you can visually integrate Cognito Forms and Pipedrive CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Pipedrive CRM persons from Cognito Forms entries
Every time a new Cognito Forms entry is submitted, Make will automatically create a new person in Pipedrive CRM.
TRY IT ->Create Word and PDF documents with Plumsail from Cognito Forms data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Watch for new Cognito Forms entries and upload files to Microsoft SharePoint
Automatically upload files to Microsoft SharePoint when new entries are submitted in Cognito Forms, streamlining document management and enhancing collaboration.
TRY IT ->Watch for new Cognito Forms entries and add them to Google Sheets
Automatically track new Cognito Forms entries and add them to Google Sheets for streamlined data management and easy access to form responses.
TRY IT ->Update Pipedrive deals based on a scheduled delay after listing all deals
Automatically update Pipedrive deals after listing them and applying a scheduled delay, optimizing your sales process with Pipedrive and Make.
TRY IT ->Watch for new Cognito Forms entries and send updates to Notion and Slack
Automatically track new Cognito Forms entries and update your Notion database while sending instant notifications to Slack for streamlined team communication.
TRY IT ->Update Pipedrive deals using data from a custom webhook
Automatically update your Pipedrive deals with real-time data from a custom webhook. Streamline your sales process by keeping deals current and accurate.
TRY IT ->Create new Pipedrive contacts from Elementor form submissions
Automatically create new Pipedrive contacts from Elementor form submissions. Connect Elementor and Pipedrive to streamline your contact management process.
TRY IT ->
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