Integrations/CRM/Pipedrive

Hash Form Pro

Add Pipedrive people and leads from every form

Each entry adds a person to Pipedrive with their email and phone, then a lead linked to that person and named after the form. All it needs is an API token and your company domain.

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Hash Form + Pipedrive

Set in each form

  • Send entries to Pipedrive
  • Name field
  • Email field
  • Phone field
  • Person first
    Name, primary email and primary phone.
  • Then a lead
    Linked to the person and named after the form.

The API Token and Company Domain are set once on the Modules screen.

What you get

What you can do with Pipedrive

A person per entry

Each submission creates a Pipedrive person from the name, email and phone in the form.

A linked lead

A lead is then created and attached to that new person.

Named after the form

Leads are titled with the form name, such as Contact enquiry for a form called Contact.

Primary email and phone

The email and phone are saved as the person’s primary email and phone.

Email as a fallback

With no name in the entry, the email address becomes the person’s name.

Paste the full address

Enter acme or paste acme.pipedrive.com, and only the company part is kept.
How it works

Set up Pipedrive in three steps

01

Enable Pipedrive

Go to Hash Form > Modules, switch on Pipedrive and click Save.

02

Add the token

In its cog, enter your API Token and Company Domain, then click Save Settings.

03

Map the form

In the form’s CRM settings, turn on Send entries to Pipedrive and pick the fields.

FAQ

Questions, answered

Still wondering about Pipedrive? The documentation covers every setting, and we are happy to help.

Read the documentation

What is the company domain?

The first part of your Pipedrive address, for example acme from acme.pipedrive.com. Pasting the whole address works too.

Is the Company field sent to Pipedrive?

No. Pipedrive receives the name, email and phone for the person, and the lead is named after the form.

What if an entry has no name or email?

Nothing is sent to Pipedrive for that entry. If only the email is filled in, it is used as the person’s name.

Connect Pipedrive with Hash Form Pro

Every integration is included in every Pro plan, on a yearly subscription or a lifetime license.

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