Typeform

Typeform

by Typeform

Tired of boring online forms? Your leads are, too. Get your relationship off to the best start by using a beautiful and engaging lead-gen form.

Attract new leads

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App screenshot
App screenshot
App screenshot
App screenshot

Description

You’re a great salesperson. You’ve built a great sales process. And your product rocks. There’s just one problem: Your lead-gen form sucks.

If only you could change that last part.

Well, you can.

Using this simple integration, you can now connect a beautiful, engaging, interactive and conversational lead-gen form (we call them “typeforms”) directly to your Pipedrive account.

Here’s why:

A lead form is often the first impression your audience will have of you, so you want to be sure it is a good one. With Typeform, you’ll start the conversation with your potential clients on the right foot. Give them a great first experience and you’re likely to pull more people to your pipeline.

Installation instructions

Here’s how to connect Typeform with Pipedrive:

  • Create a Typeform from scratch or use our ready-to-go template (you can fully customize it to match your brand)
  • Go to the “Connect” tab, find “Pipedrive” and click “Connect”
  • Select an already-connected Pipedrive account from the list or choose “Add account.” If “Add account” is selected you’ll be redirected to Pipedrive where you need to give Typeform approval to connect to your Pipedrive account.
  • Select the “Pipedrive Pipeline” and the “Stage” in which new leads will be created
  • Select the Typeform block that will be the deal’s title
  • Map any Typeform block, hidden field or score to Pipedrive’s deal fields. You can map to the base Pipedrive deal fields like value and currency or any of these custom deal fields: Text, autocomplete, large text, numerical, monetary, single option.

If you map values for “New Organization Name,” a new organization will be created and linked to your deal. If you map “New Person Name” and/or “New Person Email” or “New Person Phone” a new person will be created and linked to your deal. If both person and organizations are created, a new person is linked to the new organization.

  • Click “I’m Done” and “Activate Integration.” You’re indeed done! New responses to your Typeform will now be added to your Pipedrive Pipeline.

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