Matching fields between Typeform and Pipedrive

Hey everyone, hope you’re having a lovely August! I cannot believe it took me so long to bump into this fun question!

I see that @David_AWMT has already solved the issue, awesome stuff  I’d still like to show you how something along these lines can be achieved using Integromat by putting the in-built system of filters and functions to work 

Sooo, let’s say I have a bunch of Persons in Pipedrive and I have a typeform that is collecting information about everyone’s favorite ice cream. I want to connect Typeform and Pipedrive to take the gelato-related data and plop it to Pipedrive as a note to the Person    I will be matching the replies to the Persons in Pipedrive by the means of email addresses.

In Integromat’s editor:

1. Select the ‘Watch Responses’ Typeform module (I would recommend going for the instant trigger, aka ‘the one with a lightning on it rather than the one with a clock on it) and

• connect your Typeform account to Integromat with a few clicks

• select the form you want to monitor 

2. Add the ‘List Persons’ Pipedrive module so that Integromat can access all the Persons you have in the CRM and

• create a connection between your Pipedrive account and Integromat (there is a link to some help docs in case you need them)

• in this module, you can filter the Persons based on when they were last contacted, whether they have any open deals in the pipeline, the owner of the person etc. (you can totally skip this too, though)

• right-click on the ‘List Persons’ module and select ‘Run this module only’; thanks to that, you’ll get access to all the info about the Persons stored in Pipedrive

(a side note) after the module has run, you can see the output when clocking the little bubble on the right to the module; if you scroll a little, you can see the ‘email’ array for every person

3. Add the ‘Create a Note’ Pipedrive module and

• add your Pipedrive <> Integromat connection

• map the content of the note from the ‘Watch Responses’ Typeform module 

• map the Person ID from the ‘List Persons’ Pipedrive module

4. Finally, you need to set up a filter so that only the data with the matching email address come through. 

• click on the wrench symbol on the dotted line between the two Pipedrive modules

• label your filter and set the condition 

  • to be all geeky, let me point out that I am using the in-built ‘map’ function here to extract a value (a specific email) from an array of collections (names, emails, IDs)

  • the condition: if the email value equals the mappable answer to ‘What’s your email address?’ → send the data through

• it’s important to use an Array operator to set up the filter so that it works the way it’s supposed to

• my personal recommendation is to go for the ‘case insensitive’ version of the operator to avoid the pain lower case letters vs capital letters can sometimes bring 

I’ll turn on the scenario, fill out the typeform and see if everything works the way I want it to

I’ll then move over to my Pipedrive account to see that John Doe’s ice cream of choice sure is chocolate (the other two options were vanilla and smurf, just to give you all the info  )

This is, of course, a very specific use case. To see what all the options are when connecting these two awesome services with Integromat, you can check out the integration pages of both Typeform and Pipedrive. 

Have a great day, everyone!

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