Connect each inquiry to a deal
A submission can create a person and a linked deal. If a person with the same email already exists in Pipedrive, Formester links the new deal to that existing person instead.
Send form responses to Pipedrive as a person and deal. Match an existing person by email or create one, then add a linked deal to your chosen pipeline and stage.
Native integration · Business plan and above
Collect the answers your sales team needs, then send them to Pipedrive without copy-paste.
A submission can create a person and a linked deal. If a person with the same email already exists in Pipedrive, Formester links the new deal to that existing person instead.
Map form questions or fixed values to Person Name and Email, phone, deal title, value, and currency. Add supported text or address custom fields when you need more detail.
Set the pipeline and stage for new deals during setup, so the deal starts in the place your sales team expects.
Configure the native integration on each form, then verify the first delivery in Pipedrive.
Open a published form, then go to Automate → Integrations → Pipedrive and select Add integration.
Authorize Pipedrive with OAuth, then select the connected account that should receive this form’s records.
Turn on Person and Deal. Map Name and Email from your form questions, choose a question or fixed value for the deal title, then select a pipeline and stage.
Save settings, submit a test response, and check the linked person and deal in Pipedrive. Run Sync existing submissions if you also want to send earlier responses.
Pipedrive has its own embeddable forms. Formester is a separate form builder that sends each submission to Pipedrive.
| Formester | Pipedrive Web Forms | |
|---|---|---|
| Pipedrive add-on needed | No LeadBooster add-on | Part of the LeadBooster add-on |
| What a submission creates | A person and a linked deal | A lead or a deal |
| Where the form is built | Formester, with multi-step forms, surveys, and quizzes | Pipedrive, as an embeddable web form |
A contact form on your website is often the first place a lead shows up. If you copy those inquiries into Pipedrive by hand, some get delayed or missed. Build the contact form in Formester, connect Pipedrive, and each message arrives as a person with a linked deal in the pipeline stage you picked.
Ask for the details your sales team needs, such as name, email, phone, and what the person wants. Map the question about their request to the deal title so you can see it in the deal list.
Google Forms has no built-in Pipedrive option. To get responses into Pipedrive, you connect the linked Google Sheet with Zapier or a script, then keep that connection working. If you build the form in Formester instead, you connect Pipedrive from the form's Automate tab and each response creates a person and a deal directly.
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Find answers to common questions below, or reach out to our team for more help.
Build your form, then connect Pipedrive on the Business plan or above.
Native integration · Business plan and above