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What is Pipedrive?

Pipedrive is a customer relationship management (CRM) platform designed to help businesses manage sales pipelines and customer interactions more effectively. It offers tools for tracking leads, automating tasks, and analyzing sales data to optimize sales processes and improve performance.

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How it works

1

Link your Fillout form to Pipedrive

Open your existing form or create a new one, then go to Integrate from the top menu. Look for Pipedrive.Screenshot 2025-11-14 at 4.20.09 PM.png
2

Map form fields

Choose the relevant options in the dropdown menus. Enter values or reference field answers like the name by clicking the plus icon or typing @.Screenshot of the Integrate tab of a formClick Finish setup on the upper right corner after setting up the fields.
3

Publish and share

Preview your form to test it. Once everything’s good, Publish your form and share its link or embed it on your website.Now every time a form is completed, you’ll see its responses in the Deals page of your Pipedrive dashboard.

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What Fillout creates in Pipedrive

Every submission adds a new deal. A deal needs a Pipeline, a Stage and a Deal title. You can also create a person and an organization with each deal. Fill in their Name to turn them on:
  • Create person: if a person with the same email address or phone number already exists, Fillout updates that person instead of adding a new one.
  • Create organization: if an organization with the same name already exists, or the person already belongs to one, Fillout updates that organization.
Besides the name and title, you can fill in Email address and Phone number for people, Value and Success probability for deals, and your Pipedrive custom fields.

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What the Pipedrive integration can’t do

  • You can’t create a person or an organization without a deal.
  • Existing deals can’t be updated. If a respondent edits their submission, the integration runs again: it updates the person and organization, and adds another deal.
  • Other built-in Pipedrive fields, like the deal or person owner, can’t be filled in from a form.

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Add a lead only when a certain condition is met

You can choose to sync form responses only under a specific condition. Check out this guide.

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Other similar integrations

Sync responses to Monday

Use a form to create leads and more.

Create a HubSpot form

Create or update contacts with a form.

Create a Salesforce form

Add or update records with a form.