Connecting a Webform Tool to Pipedrive via Google Sheet using Zapier

There are many reasons you may want to use a form tool to create Deals in Pipedrive. Maybe you have a contact form embedded on your website, or perhaps you want to make it easier for your team to create Deals and ensure all of the required information is entered. This demo teaches you how you can connect your form tool (Jotform, Typeform, Google Form, etc) to the Pipedrive CRM via Zapier.

Key notes in this process:
0:30 Before building the automation - test your form
2:40 How to use Pipedrive triggers in Zapier
10:15 Create an Activity in Pipedrive connected to your new Deal so you don't lose track
12:20 Demonstration of completed automation

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[lukekelly]

Thanks for this Liz. If we want to create a lead rather than a deal from contact, would you say its best practice to always start with org then person then deal/lead?