Turn form submissions into sales opportunities instantly. Connect Paxform with Pipedrive to automatically create leads, update deals, and keep your sales pipeline current without manual data entry.
Build By
Pipedrive
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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The Paxform Pipedrive integration eliminates the gap between lead capture and sales action by automatically flowing form data directly into your sales pipeline. Every qualifying form submission creates a Pipedrive lead or deal, complete with all relevant information, ensuring your sales team can focus on selling rather than data entry.
This integration is perfect for sales-driven organizations that capture leads through multiple channels—website inquiries, demo requests, quote forms, or partner applications. By automatically creating Pipedrive records with accurate, complete information, you reduce response times, improve lead qualification, and ensure no opportunity slips through the cracks due to manual process delays.
- Authenticate with Pipedrive
Connect Paxform to your Pipedrive account using secure API authentication. Grant appropriate permissions for creating and updating records in your sales pipeline.
- Map Form Fields to Pipedrive
Define relationships between form fields and Pipedrive data structure. Specify which fields populate contact information, deal values, custom fields, or organizational details.
- Configure Pipeline Rules
Determine which pipeline and stage new deals enter, set lead sources, assign owners, and configure conditional logic based on form responses or submission characteristics.
- Automatic Record Creation
When forms are submitted, Paxform automatically creates or updates Pipedrive persons, organizations, leads, and deals—complete with all captured information and ready for sales team action.
Website Lead Capture
Convert website inquiry forms into qualified Pipedrive leads for immediate sales follow-up.
- Create Pipedrive leads automatically from contact forms
- Populate lead details with company, role, and product interest
- Assign lead source to track marketing channel effectiveness
- Route leads to appropriate sales representatives by territory or product
- Include form submissions (PDFs) as notes attached to lead records
- Trigger automated follow-up email sequences in Pipedrive
Demo Request Processing
Accelerate demo scheduling by instantly creating deals from demo request forms.
- Generate Pipedrive deals at “Demo Scheduled” pipeline stage
- Include preferred demo date/time and product interests
- Assign deals to appropriate account executives or solution engineers
- Set expected deal value based on company size or product selections
- Attach product materials and demo scripts to deal for rep preparation
- Create calendar activities for scheduled demo appointments
Quote & Proposal Management
Transform quote requests into tracked opportunities within your sales pipeline.
- Create deals with monetary value from quote request forms
- Attach detailed requirements and specifications to deal records
- Set expected close dates based on project timeline from forms
- Track custom fields like project scope, budget range, and decision timeline
- Link supporting documents (RFPs, technical requirements) to deals
- Move deals to “Proposal Sent” stage automatically when quotes are generated
Partner Application Processing
Manage partnership inquiries by creating structured Pipedrive organization records.
- Create organization records for potential partner companies
- Generate deals in partnership pipeline for qualification process
- Store partnership type, territory, and product focus in custom fields
- Track evaluation criteria and compliance requirements
- Attach partnership applications and supporting documents
- Schedule follow-up activities for partnership development team
Event & Trade Show Lead Collection
Capture trade show leads through mobile forms and sync directly to Pipedrive.
- Create leads from event registration or booth visit forms
- Tag leads with event name and date for source tracking
- Include booth conversation notes and product interests
- Assign hot leads to sales team for immediate follow-up
- Set lead quality ratings based on form responses
- Schedule post-event activities automatically
Customer Upsell & Expansion
Identify expansion opportunities from existing customer forms and create deals for account managers.
- Create upsell deals for existing customers requesting additional services
- Link deals to existing organization and person records
- Tag deals as upsell/cross-sell for accurate forecasting
- Include current contract details and expansion interests
- Assign to account managers responsible for existing relationships
- Track expansion pipeline separately from new business
Support-to-Sales Handoff
Convert support requests into sales opportunities when customers express interest in upgrades.
- Monitor support forms for keywords indicating sales interest
- Automatically create deals when customers inquire about paid features
- Link support tickets to new sales opportunities
- Warm handoff from support to sales with complete context
- Track conversion rates from support interactions to sales
- Maintain customer relationship history across departments
Referral & Recommendation Tracking
Manage referral program submissions by creating properly attributed Pipedrive leads.
- Create leads from referral submission forms
- Tag with referrer information for commission tracking
- Assign appropriate lead source for referral program attribution
- Send confirmation to referrer when lead is processed
- Track referral quality and conversion rates
- Manage referral reward fulfillment through pipeline stages
Seamlessly connect form submissions to your Pipedrive CRM, automating lead creation, deal management, and sales pipeline updates to accelerate your sales processes.
- Automatic Lead Creation: Generate Pipedrive leads from form submissions with complete information
- Lead Source Attribution: Tag leads with source information for marketing attribution
- Lead Quality Scoring: Apply lead ratings based on form responses or qualification criteria
- Duplicate Detection: Identify and merge duplicate leads automatically
- Lead Assignment: Route leads to sales representatives based on territory, product, or workload
- Conversion Tracking: Monitor lead-to-deal conversion rates by form type
- Lead Labels: Apply custom labels for categorization and filtering
- Person Record Creation: Automatically create contact records from form submissions
- Organization Linking: Create or link to organization records based on company domain
- Contact Updates: Refresh existing person details when returning customers submit forms
- Multi-Contact Forms: Handle forms capturing multiple contacts simultaneously
- Custom Field Mapping: Populate any Pipedrive custom field with form data
- Relationship Tracking: Link persons to organizations and deals automatically
Contact Deduplication: Merge duplicate person records using email or phone matching
- Automatic Deal Creation: Generate deals at appropriate pipeline stages from form submissions
- Pipeline Selection: Route deals to specific pipelines based on deal type or form category
- Stage Assignment: Place new deals at correct stages (e.g., “Qualified Lead”, “Demo Scheduled”)
- Deal Value Calculation: Set monetary values from form fields or pricing calculations
- Expected Close Date: Configure close dates based on sales cycle length or form-provided timeline
- Deal Probability: Set win probability percentages by stage or lead quality
- Lost Reason Tracking: Mark deals as lost with reasons if forms are rejected or cancelled
- Automatic Activity Creation: Generate follow-up tasks for sales reps when leads arrive
- Activity Types: Create calls, meetings, emails, or custom activity types
- Due Date Scheduling: Set task due dates based on lead urgency or SLA requirements
- Activity Assignment: Assign activities to deal owners or specific team members
- Multi-Activity Workflows: Create sequences of activities for structured follow-up
- Activity Notes: Include form details and submission context in activity descriptions
- Completion Tracking: Monitor activity completion rates and sales team responsiveness
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- Unlimited Field Mapping: Map any form field to any Pipedrive custom field
- Field Type Support: Handle text, numbers, dates, dropdowns, and multi-select fields
- Conditional Mapping: Apply different field mappings based on form responses
- Data Transformation: Convert, format, or calculate values before syncing to Pipedrive
- Picklist Translation: Match form dropdown values to Pipedrive option values
- Date Formatting: Automatic date format conversion to Pipedrive requirements
- Currency Handling: Support multiple currencies with proper formatting
- Form PDF Attachment: Attach generated form PDFs to Pipedrive records automatically
- Supporting Documents: Upload form attachments to associated Pipedrive records
- Notes Creation: Add detailed notes with form content to person, organization, or deal records
- File Organization: Maintain structured file libraries within Pipedrive
- Version Tracking: Store multiple form submissions from same contact with timestamps
- Rich Text Notes: Format notes with headings, lists, and formatting for readability
- Round-Robin Assignment: Distribute leads evenly across sales team members
- Territory-Based Routing: Assign deals to reps responsible for specific regions or markets
- Product-Based Assignment: Route opportunities to specialists by product line or service type
- Account-Based Routing: Assign to account managers for existing customer opportunities
- Workload Balancing: Consider current pipeline size when assigning new opportunities
- Custom Assignment Rules: Build complex logic for owner assignment based on multiple criteria
- Team Assignment: Assign deals to sales teams rather than individual representatives
- Trigger-Based Updates: Move deals through stages as forms progress through workflows
- Status Synchronization: Keep deal status aligned with form submission status
- Automatic Stage Progression: Advance deals when specific form actions occur
- Conditional Routing: Send deals to different pipelines based on qualification criteria
- Workflow Integration: Combine with Pipedrive’s workflow automation for advanced scenarios
- Stage-Specific Actions: Trigger different Pipedrive actions at different pipeline stages
- Lead Source Tracking: Capture and attribute leads to specific marketing channels
- Campaign Association: Link leads to marketing campaigns for ROI measurement
- UTM Parameter Capture: Store UTM parameters from form submission URLs
- Referral Tracking: Identify and attribute referral sources appropriately
- Content Attribution: Track which content assets generated leads
- Multi-Touch Attribution: Maintain complete customer journey from first touch to close
- Channel Performance: Analyze conversion rates by lead source
- Deal Value Population: Automatically set expected revenue from form data
- Weighted Pipeline: Calculate weighted forecast values using deal probability
- Revenue Recognition: Track recurring vs. one-time revenue from form selections
- Product-Based Revenue: Assign revenue to product categories for detailed forecasting
- Stage-Based Probability: Apply appropriate win probability at each pipeline stage
- Close Date Management: Set realistic close dates based on sales cycle analysis
- Form-Specific Rules: Configure different integration behaviors for different forms
- Conditional Sync: Create records only when forms meet specific criteria
- Value Thresholds: Sync only high-value opportunities to Pipedrive
- Status-Based Triggers: Sync upon submission, approval, or specific workflow stages
- User-Based Filtering: Apply different rules based on form submitter characteristics
- Time-Based Rules: Configure integration behavior based on time of day or day of week
- Pre-Fill from Pipedrive: Auto-populate forms with existing contact or deal data
- Real-Time Updates: Sync changes from Pipedrive back to Paxform records
- Conflict Resolution: Handle discrepancies between Paxform and Pipedrive data
- Selective Sync: Choose which fields sync bidirectionally
- Change Detection: Identify and highlight differences between systems
- Update Notifications: Alert users when Pipedrive data differs from form submissions
- API Token Authentication: Secure connection using Pipedrive API tokens
- Permission Respect: Honor Pipedrive user roles and visibility restrictions
- Field-Level Security: Respect field permissions when creating or updating records
- Data Encryption: All data transmitted securely between systems
- Access Audit Logging: Complete record of all integration activities
- IP Whitelisting: Additional security through IP-based access controls
- Sync Dashboard: Real-time visibility into successful and failed syncs
- Integration Metrics: Track leads created, deals generated, and conversion rates
- Error Notifications: Immediate alerts for failed synchronization attempts
- Performance Analytics: Monitor integration speed and reliability
- Data Quality Reports: Identify missing fields or incomplete records
- ROI Tracking: Measure sales impact of form-based lead generation
