Connect Formstack to Pipedrive

Build an AI agent that works across Formstack and Pipedrive, on a schedule or when you click Run.

4 source actions

24 target actions

Reverse direction supported

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Why Connect Formstack & Pipedrive?

Read what you need from Formstack

Your agent uses Formstack's documented actions to pull the records it needs, each time it runs.

Run a Pipedrive action

Then it uses one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Formstack

Triggers (2)

New Form Submission (Instant)

Emit new event for each new form submission. See docs here

webhook

New Form

Emit new event for each new form added. See docs here

webhook

Actions (4)

Create Form

Create a new form in your account. See docs here

Create Form Submission

Create a new submission for the specified form. See docs here

Get Form

Get the details of the specified form. See docs here

List Forms Options

Retrieves available options for the Forms field.

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook

Lead Updated (Instant)

Emit new event when a lead is updated.

webhook

New Deal (Instant)

Emit new event when a new deal is created.

webhook

New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook

New Person (Instant)

Emit new event when a new person is created.

webhook

Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Integration Features

4 documented Formstack actions

24 documented Pipedrive actions

Plain-English agent instructions

Daily, weekday or weekly schedule, or run on demand

Execution monitoring

A supported Pipedrive to Formstack direction

Capability Examples

Formstack trigger → Pipedrive action

Catalog example

Formstack

New Form Submission (Instant)

Pipedrive

Add Activity

Pipedrive trigger → Formstack action

Reverse direction

Pipedrive

Deal Updated (Instant)

Formstack

Create Form

How It Works

Connect Apps

Authenticate your Formstack and Pipedrive accounts

Describe the Job

Say what to read from Formstack and what to do in Pipedrive

Choose an Action

Select the documented Pipedrive operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Formstack events yet.

Automated Actions

Use 24 documented Pipedrive actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theFormstack and Pipedrive actions it needs.

Your Own Accounts

You connect your own Formstack and Pipedrive accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Pipedrive to Formstack for bidirectional automation

View Integration

All Formstack Integrations

Explore all available Formstack connections

View All Integrations

All Pipedrive Integrations

Explore all available Pipedrive connections

View All Integrations

Popular Integrations

View all integrations →

More Pipedrive Integrations

View all Pipedrive integrations →

Ready to Connect Formstack & Pipedrive?

Build this agent in Mazaal AI and test it on your ownFormstack and Pipedrive data.

Start building

Rather not build it yourself? We set up one Formstack to Pipedrive agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod

Connect Formstack to Pipedrive

Why Connect Formstack & Pipedrive?

Read what you need from Formstack

Run a Pipedrive action

Test it, then put it on a schedule

Available Triggers & Actions

Formstack

Triggers (2)

Actions (4)

Pipedrive

Triggers (6)

Actions (24)

Integration Features

Capability Examples

Formstack trigger → Pipedrive action

Pipedrive trigger → Formstack action

How It Works

Connect Apps

Describe the Job

Choose an Action

Test and Review

Frequently Asked Questions

Is the Formstack to Pipedrive direction supported?

Does it run the moment something changes in Formstack?

Which Pipedrive actions are available?

Can I also connect Pipedrive to Formstack?

Integration Benefits

Scheduled or On-demand Runs

Automated Actions

Provider Authentication

Guided Configuration

Your Own Accounts

Execution Review

Reverse Integration Available

All Formstack Integrations

All Pipedrive Integrations

Popular Integrations

More Pipedrive Integrations

Ready to Connect Formstack & Pipedrive?