Pipedrive
Automatically create persons and deals in Pipedrive when forms are submitted. Choose your pipeline and stage, and see Orbit AI branded notes on activity timelines.
How it works
Connect your Pipedrive account via OAuth authentication
Grant Orbit AI permission to create and update records
Configure whether to create persons, deals, or both
Select the pipeline and stage for new deals
Map your form fields to Pipedrive properties
Enable the integration - new submissions automatically sync to Pipedrive
Features
- Automatic person creation and updates
- Optional deal creation with pipeline/stage selection
- Custom field mapping to any Pipedrive property
- Duplicate detection and handling
- Orbit AI branded activity timeline notes
- OAuth-based secure connection
Use cases
Capture leads from contact forms as Pipedrive persons
Create deals from quote or demo requests
Update existing contacts with new form information
Track form submissions on activity timelines
Works with Workflows
Add Pipedrive as a destination in your workflows to sync qualified leads.
Only sync leads to Pipedrive after AI qualification
Add enriched company data from Clay before syncing
Route leads to different pipelines based on form responses
Slack
HubSpot
Close CRM
Attio
AirtableReady to connect Pipedrive?
Sign up for Orbit AI and connect Pipedrive to your forms in minutes. No credit card required.