Automated deal creation
Turn every lead capture form submission into a new Pipedrive deal with the right stage, value, and owner assigned automatically based on form responses.
CRM & SALES
Youform meets
Pipedrive.
Create Pipedrive deals and contacts from Youform submissions automatically. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Pipedrive action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose Pipedrive as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in Pipedrive, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
Contact enrichment
Collect additional details from existing prospects through forms and update their Pipedrive contact records with the new information automatically.
Sales inquiry routing
Capture sales inquiries and create deals in the correct pipeline based on product interest, company size, or other qualifying criteria from the form.
Partner application processing
Collect partner or reseller applications through Youform and create organization records in Pipedrive for your partnerships team to evaluate.
Is this a native Youform integration?
This connection uses Zapier between Youform and Pipedrive. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Pipedrive in Zapier. Your connected account and the fields required by that action determine what you can send.
Can one response become a contact and a deal?
Use a multi-step workflow: find or create the contact, then pass its identifier to the supported deal action. Choose the pipeline and stage, and check how returning contacts should be handled.
Will my Pipedrive automations run?
Test the exact record creation or update against the automation’s entry rules. Creating a deal and triggering a particular reminder or activity are separate parts of the workflow.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
