Pipedrive

Google Forms to Pipedrive: Create Contacts, Leads on Google Form Submission

What is Form Director?

Form Director is a G Suite add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.

Installation:

It is available in the Google workspace Marketplace.

Please check installation instructions to install the add-on.

What is Pipedrive?

Pipedrive is a CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. Pipedrive's proactive nature automatically tracks and organizes calls and emails and synchronizes schedules across devices.

Google Forms to Freshworks CRM: Use Case(s)

Google Forms

Create contacts on Form Submit

Form Director

Pipedrive

How to Setup Pipedrive

  • Name your service.

  • Choose Pipedrive from the list of Applications.

  • Choose Create Person under services.

Configuring Pipedrive

There are two ways by which you can authenticate with Pipedrive

  • API token

  • OAuth

How to get API key from Pipedrive?

  • Log into your Pipedrive account.

  • From the top right of your Pipedrive dashboard page, click on your name/icon, then click on Personal Preferences.


  • Click on the API section.

  • You can find your API key there.

  • Click Generate new tokens to generate a new API key.

  • Copy the API key and paste it into the text box.

  • Mention your API key.

  • Click on Connect to connect with Pipedrive.

Mapping

  • Mapping of form fields to that of app fields is to be done in order to create contact with your form data.


  • Click on the add icon to add new mapping


  • Once you have done mapping you can save the service


  • Note : Mapping should be done between app field and form field of same type.

Notification

  • Notify your audience with success or error notifications.

  • Switch on Send Email to send email during execution.

Email Template

  • Send your own customized emails on form submission to your audience.

Attachment

  • Click Pick Drive Files to attach files to Email.


  • Add attachments from previous service results.

  • Select the required service result.

Finish setting up

  • Save your service.

You are all set to create contacts on your Google Form submission.

  • Submit Google Form

Your contacts will be created.

Sample Output