This automated workflow takes a Typeform form, and once it is filled out, it is automatically uploaded as a Lead in Pipedrive. There is an option for custom fields (this workflow works with company size), and leaves notes in the note section based on questions answered. Prerequisites Typeform account and Typeform credentials and a form for people to fill out Pipedrive account and Pipedrive credentials Nodes Typeform node gets the data after the survey is completed Set node extracts data from the Typeform node and keeps only relevant data Function node maps the company size Pipedrive node populates a pipeline with a deal and adds custom fields
Tags
Related workflows
See all Pipedrive→
Automatically add customers from Pipedrive to Stripe
This workflow automatically adds closed deals from Pipedrive as new customers into Stripe. Prerequisites Pipedrive account and Pipedrive credentials Stripe account and Stripe credentials How it works Pipedrive trigger node starts the workflow when a deal gets updated in Pipedrive. IF node checks that the current won time is not equal to the previuos one in the deal and continues the workflow if it's true. Pipedrive node extracts the organization's details to pass it further. HTTP Request node searches for the same organization's details within Stripe. If a customer doesn't exist within Stripe, Merge node passes a new customer details to Stripe. Stripe node creates a new customer.
Sync payment and customer data between Stripe and Pipedrive
This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization. Prerequisites Stripe account and Stripe credentials Pipedrive account and Pipedrive credentials How it works Cron node triggers the workflow every day at 8 a.m. HTTP Request node searches for payments in Stripe. The Item Lists node creates separate items from a list of payment data. Merge node takes in the payment data as an input 1. Stripe node gets all the customers data. Set node renames customer-related data fields and keeps only needed fields. Merge node takes in the customer data as an input 2. Merge node combines the payment data with the customers one. Pipedrive node searches for the organization and creates a note with payment data.
Enrich new accounts in Pipedrive using Datagma API
This workflow enriches new accounts in Pipedrive using Datagma API by adding data about ICP (ideal customer profile). Instead of Pipedrive, you can use any other CRM. In this example, ideal buyers are heads of sales/business development. Prerequisites Pipedrive account and Pipedrive credentials How it works Pipedrive trigger node starts the workflow when a new company is created. HTTP Request node queries data from Datagma. Pipedrive node updates Pipedrive contact with new data from Datagma. The Item Lists node simplifies returned data from Datagma that contain lists (arrays), enabling you to easily modify the structure for further processing without the need to use Function nodes and write custom JavaScript. IF node identifies if the lead corresponds ICP. HTTP Request node searches for emails in Datagma. Set node prepares data for further merging. Merge node combines data from multiple streams. Pipedrive node adds a new person in Pipedrive.