Typeform to Pipedrive Lead Creation
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Automatically create Pipedrive organizations, persons, and leads from Typeform submissions.
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About This Workflow
Overview
This workflow automatically processes Typeform submissions and creates corresponding entries in Pipedrive. It maps company size data to Pipedrive's custom properties and generates leads with associated notes.
Key Features
- Integrates with Typeform for lead capture.
- Creates new organizations and persons in Pipedrive.
- Generates Pipedrive leads based on submissions.
- Maps company size to Pipedrive custom fields.
- Adds notes to Pipedrive leads with submission details.
How To Use
- Set up Typeform Trigger: Configure the
On form completionnode with your Typeform form ID and authenticate your Typeform account. - Map Company Size: The
Map company sizenode translates Typeform's company size selections into Pipedrive-compatible IDs. Ensure your Pipedrive custom fields are correctly configured. - Create Pipedrive Organization: The
Create Organizationnode uses the company name and mapped employee count from previous nodes. - Create Pipedrive Person: The
Create Personnode uses the submitter's name and email from Typeform and links to the created organization. - Create Pipedrive Lead: The
Create Leadnode generates a lead using the company name and links it to the created organization and person. - Create Pipedrive Note: The
Create Notenode adds relevant details from the Typeform submission and employee count to the Pipedrive lead. - Error Handling: The
Error Handlernode will catch and report any issues during workflow execution.
Apps Used
Workflow JSON
{
"id": "808f07e9-6219-40fe-ac1a-40cba080e698",
"name": "Typeform to Pipedrive Lead Creation",
"nodes": 0,
"category": "CRM Integration",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 808f07e9-6219...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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