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 |