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CRM integration

Pipedrive integration

Add each submission to Pipedrive as a Person so new leads land in your sales pipeline automatically.

What it does

Create a Pipedrive person from each submission. Delivery is asynchronous and retried automatically, and any credentials you enter are encrypted at rest.

Step 1: set up Pipedrive

Do this once in Pipedrive to get the details you'll paste into ShipMyForm.

  1. 1Copy your API token. In Pipedrive, go to Settings → Personal preferences → API and copy your personal API token.

Step 2: connect it in ShipMyForm

  1. 1Open your form's Connectors tab. Choose pipedrive from the connector list.
  2. 2Enter your details. Paste API token from the steps above.
  3. 3Add and test. Click Add, then Test to send a sample submission and confirm it arrives.

What you'll enter

  • API token: Pipedrive → Settings → Personal preferences → API.

Use cases

  • New leads as People in your pipeline, ready for the sales team.
  • Kick off Pipedrive workflows and follow-up activities.
  • Enrich your CRM from contact and demo-request forms.
Good to know:
  • Creates a Person with name, email, and phone.

Route Pipedrive (and everything else) from one form.

A submission can fan out to as many connectors as you like.

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