What does this Pipedrive automation do?
A new Typeform submission creates a person and a deal in Pipedrive.
What can you do with it?
- Put every form lead in the pipeline
- Create the deal without data entry
- Start sales follow-up from the real submission
The Steps
This automation runs in 3 steps:
- When Typeform: New Submission
- Then Pipedrive: Create Person
- Then Pipedrive: Create Deal
Who is this automation for?
Built for marketing teams that capture leads with forms. A new Typeform submission creates a person and a deal in Pipedrive.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Submission" from Typeform.
- Add the action "Create Person" from Pipedrive.
- Add the action "Create Deal" from Pipedrive.
- Connect your Pipedrive account when prompted, then enable the toggle in the top-right corner.
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