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Create leads in Pipedrive

Updated July 14, 2023

The create lead action creates leads and contacts to Pipedrive. Under the hood, this action calls the add a lead API endpoint.

Adding the create lead action in the formspree.json file has the same effect as adding the Pipedrive plugin in the Formspree dashboard. See the Pipedrive plugin help article for more information. 

Formspree.json configuration

Key Type Description
app  String Must be pipedrive 
apiKey  String Your Pipedrive API key found here (must be an $ env variable reference, required)
type  String Must be createLead
overwriteContact  Boolean Optional field. If true, overwrite contact information if the contact email or name already exists in Pipedrive. Default is false
variableLeadValue  Boolean Optional field. If true, the lead value is set by the field value sent by your form. Default is false
value  Numeric Optional field. The lead value. This only affects your leads if the variableLeadValue is false.
currency  String Options field. The currency code used to create leads. Must be one of your available currencies code. Default is your Pipedrive account default currency.

Example

{
  "forms": {
    "salesForm": {
      "name": "Sales Form",
      "actions": [
        {
          "app": "pipedrive",
          "type": "createLead",
          "apiKey": "$apiKey",
          "overwriteContact": true
          "variableLeadValue": false,
          "value": 100,
          "currency": "EUR"
        }
      ]
    }
  }
}

Validation rules

The create support ticket action adds the following validation rules implicitly:

Field Validation Rule
email Required
email Type is email
name or fname or lname Required

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