> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive Integration

> Sales CRM for pipeline management

> [!WARNING]
>
> **Coming Soon** — The Pipedrive integration is currently in development. Check back soon for updates.

![Pipedrive](https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/pipedrivelogo.svg?fit=max\&auto=format\&n=T1yKN7sdBmMTM8cv\&q=85\&s=a9457e54da7d5374af3eba32f28f38a3)

[Visit Pipedrive](https://www.pipedrive.com)

## Start Here

### Overview

Connect your OrbitForms forms to Pipedrive and automatically create Persons and Deals when forms are submitted. Pipedrive's visual pipeline makes it easy to track leads through your sales process.

> [!NOTE]
>
> **Why This Matters**
>
> Stop copying and pasting lead data from forms to your CRM. With the Pipedrive integration, every form submission automatically creates a Person and optionally a Deal in your pipeline, so your sales team can focus on selling instead of data entry.

## Key Features

> [card] Create Persons
>
> Automatically create new Persons from form submissions.

> [card] Create Deals
>
> Optionally create Deals linked to the Person.

> [card] Update Existing
>
> Update Person details if email already exists.

> [card] Organizations
>
> Link Persons to Organizations based on company.

## Before You Begin

* A Pipedrive account (any plan)
* Permission to authorize OAuth apps in Pipedrive
* A form with fields to map (e.g., Name, Email, Company)

## Choose Your Setup Method

You can sync form submissions to Pipedrive in two ways. Choose based on your needs:

> [card] Integration Page
>
> Connect Pipedrive from your Integrations page using secure OAuth and configure field mappings.
>
> **Best for:**
>
> * Quick setup with OAuth (no API tokens to manage)
> * Simple 1:1 form-to-Pipedrive mapping
> * Syncing all submissions without filtering
>
> [Set up via Integration Page](#integration-page-setup)

> [card] Workflows
>
> Add Pipedrive as a destination in your workflows for advanced control over which leads sync.
>
> **Best for:**
>
> * Filtering by lead score or qualification
> * Enriching data before syncing to Pipedrive
> * Combining with AI Agent qualification
>
> [Set up with Workflows](#using-pipedrive-with-workflows)

### Integration Page vs. Workflows: Which Should You Use?

**Integration Page**

Use the Integration page when you want to send **all form submissions** directly to Pipedrive.

* Simple form-to-CRM mapping
* No need for lead qualification
* Fastest setup for basic sync

**Workflows**

Use Workflows when you need **filtering, enrichment, or AI qualification** before syncing.

* Filter by lead score
* Enrich leads before syncing
* Use AI Agent to qualify first

## Integration Page Setup

Connect Pipedrive to OrbitForms using OAuth and configure which forms sync to your CRM.

### Step 1: Connect Pipedrive in OrbitForms

**1. Go to Integrations in OrbitForms**

From your dashboard, click "Integrations" in the left sidebar.

`Dashboard → Integrations (left sidebar)`

**2. Find Pipedrive**

Scroll down or search for "Pipedrive" in the integrations list.

`Search or scroll to find Pipedrive`

**3. Click to configure**

Click on the Pipedrive card to open the configuration panel.

`Click on Pipedrive card`

**4. Click Connect**

Click the "Connect Pipedrive" button to start the OAuth authorization flow.

`Click "Connect Pipedrive" button`

**5. Authorize in Pipedrive**

You'll be redirected to Pipedrive. Sign in if needed, then click "Allow and Install" to grant OrbitForms access.

`Authorize OrbitForms in Pipedrive`

**6. Connection complete**

You'll be redirected back to OrbitForms. You should see a success message confirming the connection.

`Verify "Connected" status`

### Step 2: Configure a Form Mapping

**1. Go to the Field Mapping tab**

After connecting, click the "Field Mapping" tab in the Pipedrive configuration panel.

`Pipedrive config → Field Mapping tab`

**2. Select a form to configure**

You'll see a list of your forms. Click on the form you want to sync to Pipedrive.

`Click on a form from the list`

**3. Map your form fields**

For each form field, select the corresponding Pipedrive field from the dropdown. Name is required.

`Form field → Select Pipedrive field`

**4. Configure Deal creation (optional)**

Toggle on "Create Deal" if you want to automatically create Deals. Select a pipeline and stage.

`Toggle Create Deal → Select pipeline/stage`

**5. Save Configuration**

Click "Save Configuration" to save your mappings. The form will now sync to Pipedrive.

`Click "Save Configuration" button`

## Field Mapping Reference

Map your form fields to Pipedrive Person fields. The Name field is required for creating Persons.

| Form Field | Pipedrive Field | Required |
| - | - | - |
| Name | name | Required |
| Email | email | Optional |
| Phone | phone | Optional |
| Company | org\_id.name | Optional |
| Job Title | job\_title | Optional |
| Message | notes | Optional |

### Using Custom Fields

You can map form fields to any custom field in Pipedrive. Custom fields use a hash key format that you can find in Settings → Data fields.

> [!TIP]
>
> Example: A custom field might have a key like `abc123def456`

## Using Pipedrive with Workflows

For advanced use cases, add Pipedrive as a destination in your workflows. This gives you more control over which submissions get sent to your CRM.

### Use workflows when you need to:

* Send to Pipedrive only for qualified leads (after AI agent qualification)
* Include enriched data in your Pipedrive records (from Clay, Clearbit, etc.)
* Use AI SDR to classify leads before adding to your pipeline
* Route different leads to different pipelines or deal stages

### Example: Qualified Leads Only

A common workflow that only sends qualified leads to Pipedrive:

**Form Submission** → **AI Agent (Qualify)** → **Filter (Score > 70)** → **Pipedrive**

## Troubleshooting

> [!WARNING]
>
> **Person not created in Pipedrive?**
>
> Pipedrive requires a Person name. Make sure you have the name field mapped from your form.

> [!WARNING]
>
> **OAuth connection expired?**
>
> If the integration stops working, disconnect and reconnect Pipedrive from the Integrations page. This re-runs the OAuth flow and refreshes your tokens.

> [!WARNING]
>
> **Deal not being created?**
>
> Make sure "Create Deal" is enabled in the integration settings and you've selected a valid pipeline and stage.

> [!WARNING]
>
> **Custom fields not syncing?**
>
> Custom fields use hash keys. Find your field's API key in Pipedrive under Settings → Data fields → Click on the field to see its API key.

## Resources

* [Pipedrive OAuth Guide](https://pipedrive.readme.io/docs/marketplace-oauth-authorization)
* [Persons API Reference](https://pipedrive.readme.io/docs/core-api-concepts-persons)
* [Custom Fields Guide](https://support.pipedrive.com/en/article/custom-fields)
* [Pipedrive Website](https://www.pipedrive.com)

***

## Ready to Sync Your Forms to Pipedrive?

Connect Pipedrive in minutes and start automatically syncing leads to your sales pipeline.

[Get Started](https://app.useorbitcrm.ai/signin)


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