Pipedrive

Follow the below steps to connect to the Pipedrive API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Pipedrive as the Integration Provider.

Step 2. Connect to the Pipedrive API

1. Go to Pipedrive and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select Personal Preferences.
3. Click on the API tab.
4. Copy the Your personal API token from Pipedrive and paste in the API Key field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.