Typeform / Pipedrive Integration problems | Community
Skip to main content
Answered

Typeform / Pipedrive Integration problems

  • November 9, 2023
  • 1 reply
  • 55 views
T

There is 3 questions I have trying to integrate Typeform & Pipedrive:
 

  1. Is there a possibility to just add info to Persons or, if the person already exist create a new one that contains a the information typed in by the person who fills in the Typeform document? This means that I want to choose whether I want to send info to either Persons, Leads or Deals. Now I see, some info in Deals, where the same fields don’t popup in Persons.
     
  2. When I go to Marketplace in Pipedrive and connect to Typeform, I cannot find all fields needed. Also, it is not clear to me which Stage I have to pick and why.
     
  3. Why do people tell me to use Zapier to do the integration whereas an integration between Typeform and Pipedrive already exists? 
    Also Zapier always moves the filled in fields to Deals and doesn’t give the option to send it to Persons, Leads or Deals. Or better even to 2 options…

    Hope anyone can be of help!

    Thanks…

Best answer by Liz

Hi @Tres Hombres Thanks for stopping by the community! To answer your questions, ​​​​​​

  1. Our integration will send all of the information to Deals, so it’s not currently possible just to add it to a Person. Though, I do believe you can do this with Make. 
  2. Not all fields are compatible with Pipedrive, which is most likely why you’re not seeing those fields appear. You can find the available fields here. 
  3. Depending on what you’re looking to do with the data, you might want to use Zapier! While we have a native integration, sometimes Zapier is great if you want to send additional information that our integration doesn’t cover or if you want to set up a zap that has multiple steps with other apps. 

Hopefully this helps! Let us know if you have any other questions. 😀

View original

1 reply

Liz
Community Team
Forum|alt.badge.img+5
  • Liz
  • Tech Community Advocate
  • 14971 replies
  • Answer
  • November 9, 2023

Hi @Tres Hombres Thanks for stopping by the community! To answer your questions, ​​​​​​

  1. Our integration will send all of the information to Deals, so it’s not currently possible just to add it to a Person. Though, I do believe you can do this with Make. 
  2. Not all fields are compatible with Pipedrive, which is most likely why you’re not seeing those fields appear. You can find the available fields here. 
  3. Depending on what you’re looking to do with the data, you might want to use Zapier! While we have a native integration, sometimes Zapier is great if you want to send additional information that our integration doesn’t cover or if you want to set up a zap that has multiple steps with other apps. 

Hopefully this helps! Let us know if you have any other questions. 😀

Life is a series of awkward moments separated by snacks.
john.desborough
1 person likes this
  • john.desborough
    john.desborough

Reply


Still need help?

Don't be shy and ask the community.

Ask your question here!
Community T&Cs