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INTEGRATION · PIPEDRIVE

AntForms meets Pipedrive.

Sync every submission into Pipedrive as a Person, Deal, and more.

The AntForms Pipedrive integration creates or updates a Person, and optionally a Deal, Lead, Organization, Activity, and Note, on every form submission via native OAuth - with automatic retries and per-object delivery tracking.

01 · USE CASES

What teams build with Pipedrive

Three patterns AntForms customers ship most often, each reachable from the Integrations tab in under two minutes.

Inbound leads become Pipedrive deals instantly

Every form submission upserts a Person by email and opens a Deal in the mode you choose, so sales sees the lead in Pipedrive within seconds of submission.

Multi-object sync in one delivery

A single submission can create a Person, match an Organization, and open a Deal or Lead - plus log an Activity or attach a Note - all associated automatically.

Route leads vs. deals by funnel

Choose Leads only, Deals only, or Both per connection, so top-of-funnel forms create Leads while sales-qualified forms open Deals directly.

02 · SETUP · 2 MINUTES

Live in 2 minutes.

A few steps, under a few minutes. No code, no Zapier in the middle.

  1. 01

    Open the Integrations tab

    Find the Pipedrive card and click Set up. Available on Pro.

  2. 02

    Connect your Pipedrive account

    Authorize via OAuth to connect your Pipedrive company account.

  3. 03

    Choose your objects and mode

    Turn on Organization, Activity, and Note sync as needed, and choose Leads only, Deals only, or Both for the primary record type.

  4. 04

    Submit a test response

    Check the deliveries panel for per-object IDs and any field-level errors.

THAT’S IT · PIPEDRIVE IS LIVE

03 · WHAT’S INCLUDED

The Pipedrive integration is available on Pro.

This integration requires an AntForms Pro plan to connect - see the limitations below for exact plan details.

  • Person upsert by email, with Organization, Deal, Lead, Activity, and Note sync all in one delivery
  • Leads only, Deals only, or Both mode per connection
  • Automatic retry up to 5 times with exponential backoff starting at 60 seconds
  • Partial-delivery detection - a dropped custom-field option or missing secondary object surfaces as a distinct status instead of a false success
  • Per-connection delivery tracking with per-object IDs and error details
  • Up to 3 Pipedrive connections per form on Pro
04 · HONEST LIMITS

The boundaries, named.

What the Pipedrive integration does not include, so you can plan around limits before they surface mid-rollout.

  • Pipedrive integration is available on AntForms Pro plans.
  • Up to 3 Pipedrive connections per form.
  • Deliveries stop retrying after 5 attempts; 3 consecutive authorization failures auto-disable the connection and require reconnecting.
  • A delivery can show as Partial if Pipedrive silently drops a custom-field option or a secondary object (Deal, Org, Activity, Note) isn't created as expected - check the delivery detail for which field or object needs attention.
05 · FAQ

Pipedrive, answered.

The ones we hear most. If yours isn’t here, tell us and we’ll add it.

Something missing? get in touch

Open the Integrations tab, click Set up next to Pipedrive (Pro), authorize via OAuth, choose your objects and mode, and submit a test response.

A Person on every delivery, plus any combination of Organization, Deal, Lead, Activity, and Note depending on your connection’s settings.

Yes. Choose Leads only, Deals only, or Both per connection to match your sales process.

No, it's available on AntForms Pro plans.

Up to 3 on Pro.

Pipedrive can silently drop a custom-field option or skip creating a secondary object. AntForms detects this and marks the delivery Partial rather than a false success, so check the delivery detail for what needs attention.

AntForms retries automatically up to 5 times with exponential backoff starting at 60 seconds. After 3 consecutive authorization failures, the connection auto-disables and needs reconnecting.

Yes. Enable Note or Activity sync on the connection - notes render the full submission as a Markdown table attached to the Person or Deal.

07 · GET STARTED

Ship your next form with Pipedrive.

Build your form free, then connect Pipedrive on the Pro plan in under two minutes.

NO CREDIT CARD · NO TRIAL · NO TRICKS