How to Send Form Submissions to Pipedrive as People and Deals

Connect a Formester form to Pipedrive CRM so every submission creates a person and a deal in your Pipedrive account automatically, with no Zapier or copy-pasting. This guide takes you from connecting your Pipedrive account to seeing your first lead arrive.

Available on: Business plan and above. You'll need: a Pipedrive account you can sign in to, and a published Formester form with at least a name and an email question.

Important: Pipedrive only receives submissions after you save the settings. Earlier submissions stay in Formester until you run Sync existing submissions.

What the Pipedrive integration does

• Creates a Person in Pipedrive for each submission. If a person with the same email already exists, Formester links to that person instead of creating a duplicate.
• Creates a Deal for each submission in the pipeline and stage you choose, linked to the person.
• Sends answers from any form question, or a fixed value you type once, to Pipedrive fields.

To learn more about what the integration can do, see the Formester Pipedrive integration page.

Step 1: Open the Pipedrive integration

1. Open your form and go to Automate > Integrations. Type Pipedrive in Search integrations to find the card.
2. Select Add integration on the Pipedrive card. The Pipedrive Integration panel opens.

   
   

   
   

You can also start from the Integrations page in the main menu: open the CRM tab, select Add integration on Pipedrive, choose your form under Select Form, then select Connect.

Step 2: Connect your Pipedrive account

1. Open the Pipedrive account dropdown.
2. Select Add account. A Pipedrive window opens. [UNVERIFIED: the Pipedrive sign-in and approval window was not replayed, because it needs a separate Pipedrive login]
3. Sign in to Pipedrive and allow access. The window closes and your account appears in the list.
4. Select your account. Formester loads your Pipedrive fields, pipelines and stages.

   
   

   
   

If an account doesn't show up, open the dropdown again and select Refresh settings. A connected account can be used by everyone in your organization, on any form.

Step 3: Map form questions to the Pipedrive person

1. Turn on Person. The Name and Email rows are added for you and marked with a red star, because both are required.
2. For each row, choose the matching question under Form question.
3. To send more details, such as a phone number, select Add field, choose the Pipedrive field, then choose the Form question.

   
   

   
   

Name and Address questions: pick Name to send the full name in one go, or a single part such as Name › First Name. Address questions work the same way: Address sends the whole address on one line, or you can pick parts like Address › City.

Sending an address: people and deals in Pipedrive have no built-in address field. To store one, create an address-type custom field in Pipedrive, then map your Address question to it. [UNVERIFIED: the documentation Pipedrive account has no address custom field, so this option was not seen in the dropdown]

Step 4: Set up the Pipedrive deal

1. Turn on Deal.
2. Choose a Pipeline, then a Stage. New deals are added there.
3. Choose a Form question for Title, or pick Fixed value and type a title such as Website lead. Every deal then gets that title.
4. Select Add field to send more details, such as a deal value.

   
   

   
   

Step 5: Save your settings

1. Select Save settings. You'll see Settings saved. and the panel closes.

Save settings stays greyed out until each section you turned on is complete. Check that every row marked with a red star has a Form question or a fixed value, and that a deal has a Pipeline and Stage.

Check it works

1. Submit a test entry on your published form.
2. Open Pipedrive. A new person and a new deal appear, and the deal is linked to the person.
3. Back in Formester, open the Pipedrive card's menu (⋮) and select Manage. Under Recent deliveries, each record shows Delivered.

Send submissions you already have

1. On the Pipedrive card, open the menu (⋮) and select Sync existing submissions.
2. Select Sync now. You'll see Sync started. Submissions that were already sent are skipped, so nothing is duplicated.

   
   

   
   

Follow the progress under Recent deliveries in Manage.

If a submission doesn't reach Pipedrive

[UNVERIFIED: these failure paths are covered by automated tests but were not triggered in the app]

• Pipedrive is down or slow: Formester tries again automatically for about an hour. You don't need to do anything.
• Pipedrive rejects a submission: for example, when a required Pipedrive field has no value. That delivery shows Failed under Recent deliveries. Other submissions keep going.
• Your Pipedrive connection stops working: for example, when the app's access is removed in Pipedrive. Formester turns the integration off and emails the form owner once. Reconnect the account under Pipedrive account, then turn Person and Deal back on and save.

Disconnect Pipedrive from a form

1. On the Pipedrive card, open the menu (⋮) and select Delete.
2. Select Disconnect in the confirmation. New submissions stop going to Pipedrive.

Your Pipedrive account stays connected for your other forms, and records already in Pipedrive aren't removed. If you connect again later and sync, earlier submissions can be sent a second time.

Frequently asked questions

Does Formester update existing people or deals in Pipedrive?
No. Each submission creates a new deal. A person is reused only when their email already exists in Pipedrive, and their details aren't changed.

Can I send submissions to organizations in Pipedrive?
Not at the moment. The integration creates people and deals.

Which Pipedrive fields can I fill?
Person name, email and phone, deal title, value and currency, plus your text and address custom fields.

Do I need Zapier to connect Formester to Pipedrive?
No. The integration is built in and runs on every submission.

Updated on: 28/09/2026