Available on: Professional, Business plans
Pipedrive is a sales management tool designed to help small teams.
When you connect your form to a Pipedrive account, each submission will add a lead to your sales list, along with the contact name, email, organization, and other data that you may consider important.
Form Setup
Before using the Pipedrive Plugin you must create a form to collect support requests. Any HTML form will work, as long as it contains a "email" and "name" inputs. In addition, there are a few special named inputs you can use to customize the Pipedrive leads and contacts.
name="email" (Required)
Your form should contained an input field named "email". To take advantage of built-in browser validation, set the input type to "email".
Formspree will use the email address to create a new Pipedrive contact. If a user already exists with the given email address, it will add the lead under that account. If the Overwrite contacts option is enabled, the new email will be added to the contact emails list.
For example:
<input type="email" name="email" placeholder="Your email address" required>
name="name" (Required)
Adding an input named "name" or using "firstName" and "lastName" inputs will set the contact's name. If a user already exists with the given name, it will add the lead under that account.
<input type="text" name="firstName" placeholder="Your first name">
<input type="text" name="lastName" placeholder="Your last name">
<input type="text" name="name" placeholder="Your full name">
name="subject"
Adding an input named "subject" will set the lead title. This is an optional field. If not informed the lead title will be "Lead <contact-name>"
<input type="text" name="subject" placeholder="Lead A">
name="tags"
An input named "tags" can be used to add tags to the lead. You should send the tags split by a comma. Also, the tag should be added before on your Pipedrive account.
Every lead has the "formspree" tag as default.
This is an optional field.
<input type="text" name="tags" value="nice tag, another tag">
name="phone"
An input named phone will set the phone to the new contact. If the Overwrite contact option is enabled, will be added to the contact phone list.
This is an optional field.
<input type="text" name="phone" value="+5599999999">
name="company"
If the company field is submitted, Formspree will try to find this company on your database or create it if doesn't exist. If a new contact is created, will be bind to this company.
This is an optional field.
<input type="text" name="company" value="Formspree Inc">
name="value"
An input named value will set the lead value on Pipedrive.
This is an optional field and is available only if you set the Allow variable lead value on plugin settings.
<input type="text" name="value" value="123">
Additional fields
Pipedrive allows you to add new custom fields to leads/deals. Formspree currently supports the following field types for leads:
- Multiple Options
- Single Option
- Text
- Numeric
- Monetary
- Time (H:M:S format)
- Date
To submit values to your custom fields just, use the same name defined on the custom field. For instance, if you have a custom field called date as bellow
Just add on your form the following input
<input type="date" name="date">
For multiple or single option fields, you must define the name as the field name and the value as the option name. If the option is not valid, we won't add the field to your leads. For instance, let's say you have a Single Option field called "Age" with available values "Above 18" and "Under 18", your form field could be something like:
<select name="Age">
<option value="Above 18">Above 18</option>
<option value="Under 18">Under 18</option>
</select
Be aware that Formspree validates the field content. So if some of your fields are numeric for example, the value must be numeric otherwise the submission won't be dispatched to Pipedrive.
Connecting to Pipedrive
Note: If you're using the Formspree CLI please instead refer to our article Create leads and contacts in Pipedrive to connect to Pipedrive.
Once you've created and configured a form that, at a minimum, has an input named "email" and "name" you can connect to Pipedrive using the Pipedrive Plugin. To do so, first, go to the Plugins tab of your form. Then click the Pipedrive button.
You'll need your API Key. See how to get your Pipedrive API Key.
Copy and paste it in the API Key input and click connect.
After that, you'll be redirected to the plugin settings. The pipedrive plugin has an option called Overwrite Contact. This option means that if some contact is found by the submitted email and/or name, the contact data will be overwritten or updated by the new data submitted.
Also if you want to set the lead value on the submission you must enable the option Allow variable lead value and use the field value on your form.
Set your preferences and click connect. You'll receive that Pipedrive was successfully connected.
If you want to check the Pipedrive settings, click on the Pipedrive button and you'll see this.
In the future, if you'd like to disable the plugin entirely, you can do so by clicking on the Pipedrive button again to adjust its settings.