Pipedrive

Create and update Pipedrive deals, people, and orgs from Cognito Forms entries.

Pipedrive is a sales CRM built for pipeline management, deal tracking, and team collaboration. Connecting Cognito Forms sends new entries to the right Pipedrive objects, creates or updates records, and keeps pipelines and activities current.

Automate CRM updates from every form—capture leads, keep deals accurate, and speed follow-ups.

  • Capture every lead without copy/paste
  • Keep deals and contacts up to date
  • Speed handoffs to the right owner

Use this integration to:

  • Create new deals and link people/orgs
  • Move deals to the next stage
  • Log activities and schedule follow‑ups
  • Add notes or files to the timeline

Use this integration when you

Use Pipedrive to turn form entries into CRM records, track deal progress automatically, and keep sales teams aligned across stages.

Commonly used on:

How It Works

  1. Log in to Zapier
    1. Access your Zapier dashboard
  2. Create a new Zap
    1. Click “Make a Zap” to start a new workflow
  3. Set Cognito Forms as the trigger
    1. Choose “Cognito Forms” and select “New Entry” as the trigger event
    2. Connect your Cognito Forms account and select the form to monitor
  4. Add Pipedrive as the action
    1. Choose “Pipedrive” and select the desired action (e.g., “Create Deal”)
    2. Connect your Pipedrive account
  5. Map form fields to Pipedrive fields
    1. Align Cognito Forms fields with corresponding Pipedrive fields
  6. Test the Zap
    1. Submit a test entry in Cognito Forms and verify the data appears correctly in Pipedrive
  7. Activate the Zap
    1. Turn on the Zap to enable automation

Still need help? Check out our Zapier support article.
Sales & CRM