Typeform lead to a Pipedrive deal starts a run each time someone answers your Typeform. It adds the person to Pipedrive, or updates them if Pipedrive already has their email, opens a deal for them and posts the deal in Slack. This article shows how to install it and fill in each step.

Who can do this

Workspace Admins and Editors. Templates are on every plan. Pipedrive ◇ is on paid plans: on Free you can set the template up, and publishing asks for a paid plan. A response reaches the trigger only once the workflow is published. See Premium connections on the Free plan.

Before you start

Steps

Install it

  1. On Workflows, select the arrow beside + New workflow, then From a template.
  2. In Search templates, type Pipedrive.
  3. On Typeform lead to a Pipedrive deal, select Use this template.
  4. In Install into, choose the workspace or project, then select Install as a draft.
  5. The toast says Installed as a draft, for example Typeform lead to a Pipedrive deal is in Consulace. Connect Typeform, Pipedrive and Slack, then publish. An app it doesn't name had one connection in the workspace, and the template has chosen it. Select Open it. The workflow opens in the designer with four steps.

Fill in the steps

  1. Select When the form is answered (Typeform · New response). Choose the Typeform Connection, then the Form.
  2. Find the names of your form's answers. Each answer comes under a name made from its question: Company name is {{ trigger.company_name }}. To see them before any response arrives, add a Typeform · Get a form step for the same form, select Run this step, and read each question's key on Output. Then delete that step.
  3. Select Add the person (Pipedrive · Create or update a person).
    • Choose the Pipedrive Connection.
    • Email to match on is already {{ trigger.respondent }}: the answer to your form's first email question.
    • Under Fields, each row is one of Pipedrive's person fields. Name is already {{ trigger.your_name }}, an example your form won't have. Change it to your own name question, such as {{ trigger.full_name }}.
  4. Select Open a deal (Pipedrive · Create a deal).
    • Under Fields, Title is already {{ trigger.company_name }} — enquiry. Change it to use your own question's name, such as {{ trigger.company }} — enquiry.
    • The deal's person row (Pipedrive calls it Person or Contact person) is already {{ steps.save_person.id }}, the person from the step before, so the deal is linked to them. Leave it as it is.
    • Fill in Value, Owner or Pipeline if you want them set.
  5. Select Tell sales (Slack · Post a message). Choose the Slack Connection and the Channel, such as #sales.
  6. Publish the workflow. Publishing sets up the trigger in Typeform. Until then no response reaches Bizomate, and Test run has none to start with, so the steps run with the trigger's fields empty.
  7. To try it, answer the form yourself. Once published the workflow is on, so your response runs it. To run it again with the same response, open the trigger's Output, select Use the last event, then Test run. See How instant triggers work.

What happens next

  • Each response starts one run: the person is created or updated, a deal is opened and linked to them, and Slack gets the deal's link.

Good to know

  • Every response opens a new deal, even from someone who has answered before. The person is updated, not added twice.
  • A form with no email question leaves {{ trigger.respondent }} empty. Add an email question, or a hidden field named email.

If something goes wrong

What you see Why What to do
Steps marked Needs setup A connection, form or channel isn't chosen yet Open each one and fill it in. See Fix steps marked Needs setup.
Add the person stops with "Give Name a value — Pipedrive needs it for a new person." The form has no answer named your_name, so the new person has no name Type your own name question in the Name row.
The deal's title reads — enquiry alone The form has no answer named company_name Type the title with your own question's name in the Title row.
Publishing says "2 steps need a paid plan. Change the plan, or remove them and publish the rest." Pipedrive is a premium connection and the company is on Free Change to a paid plan once they're open.