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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Send Typeform Leads to Pipedrive with Custom Fields

When a Typeform is completed, it creates an organization, person, lead and note in Pipedrive, mapping the company size answer.

What it does

## Format Typeform inputs to Pipedrive In this example, we ask for the number of employees at a company. To map this to Pipedrive, we need the unique item number coming from Pipedrive for each of these sections. This is what the function node does. In the Pipedrive: Organization, we map this under the custom property.

The steps

  1. Set
  2. Create Organization
  3. Create Person
  4. Create Lead
  5. Create Note
  6. On form completion
  7. Map company size

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