Pipedrive logo + Typeform logo

Automate Pipedrive & Typeform

Stop paying for mismatched spreadsheets. Sync data between Pipedrive and Typeform in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Pipedrive"]
        T1(["Activity Filter Dynamic Dropdown"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Typeform"] A1(["Create an Empty Form"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Pipedrive and Typeform operate independently, lead information collected via Typeform often fails to sync with Pipedrive, resulting in lost opportunities. For instance, a sales team may receive new leads from Typeform but must manually enter each lead's details into Pipedrive, risking data entry errors and wasting hours on repetitive tasks. This not only delays the follow-up process but also creates discrepancies in lead tracking, ultimately affecting sales performance.

Top Ways to Automate Pipedrive & Typeform

  • Automated Lead Capture: Instantly transfer leads collected through Typeform directly into Pipedrive, ensuring no potential customers fall through the cracks and enabling your sales team to act swiftly.
  • Real-Time Follow-Up Actions: Trigger automated follow-up emails or tasks in Pipedrive based on Typeform responses, allowing for personalized engagement that enhances the customer experience and increases conversion rates.
  • Comprehensive Reporting: Consolidate data from Typeform responses into Pipedrive for robust analytics and reporting, empowering your team to make data-driven decisions and optimize sales strategies effectively.

How to Build the Pipedrive → Typeform Sync

  1. In Pipedrive, navigate to the 'Settings' section and select 'Webhooks' under the 'Tools and Integrations' menu.
  2. Create a new webhook that triggers on the 'New Lead' event. Set the webhook URL to your endpoint that will handle the incoming data.
  3. In your webhook payload, ensure you extract the following fields: 'name', 'email', 'phone', and 'company'.
  4. Set up an endpoint on your server to receive the webhook POST request. This endpoint should parse the incoming JSON payload.
  5. Use the Typeform REST API to insert the data into a form. Specifically, POST to the endpoint: 'https://api.typeform.com/forms/{form_id}/responses'.
  6. In the POST request, include the extracted data in the body, mapping 'name' to the Typeform field for 'Full Name', 'email' to 'Email Address', 'phone' to 'Phone Number', and 'company' to 'Company Name'.
  7. Test the integration by submitting a new lead through Typeform and verifying that it appears in Pipedrive without manual entry.

Developer Warnings & API Gotchas

  • Ensure that the field names in the Typeform API match exactly with the ones you extract from the Pipedrive webhook payload; mismatches will cause data not to be captured correctly.
  • Be mindful of the data format; for example, if Pipedrive sends a phone number with a country code, ensure that Typeform can accept that format without throwing validation errors.
  • When setting up the webhook in Pipedrive, confirm that the correct event (e.g., 'New Lead') is selected; if the wrong event is chosen, no data will be sent to your endpoint.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Pipedrive... Activity Filter Dynamic Dropdown
    Do this in Typeform Create an Empty Form
  • When this happens in Pipedrive... Activity Matching Filter
    Do this in Typeform Duplicates an Existing Form
  • When this happens in Pipedrive... Activity Type Dynamic Dropdown
    Do this in Typeform Update Dropdown, Multiple Choice or Ranking Question Options

SyncMatrix Experts

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I can see you're looking at mapping Pipedrive to Typeform. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?