Pipedrive

Connect Pipedrive to send enquiries to the records your team manages. You need access to configure the form in Craft and credentials for the destination account. The steps below establish the connection; finish by sending a test submission to verify the result.

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. Choose the data objects (record types) you want to use, and enable their mapping options where available.
5. Map the required destination fields using the variable picker. Follow the requirements shown for each selected record type.
6. Enable the integration.
7. Click Save to save the form.

For a contact enquiry, map the visitor’s email and name where those fields are available.

Verify a Submission

Save the form, open it on your site and submit recognisable test values. Find the test record in the selected CRM destination. Check the mapped values and whether the integration created a record or updated an existing one as intended.

If nothing arrives, check whether integration conditions matched, whether the submission was complete and non-spam, and whether Craft’s queue has processed the job. A successful connection check verifies credentials; it does not prove that field mapping and delivery work. See Connect and Test an Integration for a complete mapping and verification workflow.