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
- Set
- Create Organization
- Create Person
- Create Lead
- Create Note
- On form completion
- Map company size
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