Pipedrive integration

Overview

The Pipedrive integration sends each completed submission to your Pipedrive account as a Lead, Deal, or Person (or any combination). Mapping is configured once per form and runs server-side, so records appear in Pipedrive within seconds of submission.

• Create leads, deals, persons, or organizations
• Map any form field to a Pipedrive standard or custom field
• Route to a specific pipeline, stage, and owner based on logic
• Attach files uploaded in the form as Pipedrive notes
• Automatic retries on 5xx responses from Pipedrive

Setup

1. In Pipedrive, go to Settings → Personal preferences → API and copy your API token.
2. In AnimationFunnel, open your form and navigate to Integrations → Pipedrive → Connect.
3. Paste the token and pick your Pipedrive company domain (e.g. acme.pipedrive.com).
4. Choose which record type to create: Lead, Deal, or Person.
5. Map form fields to Pipedrive fields (see below).
6. Hit Save and submit a test entry to verify.

Field mapping

Each form field maps to a Pipedrive attribute. Common mappings:

• email field → Person email
• phone field → Person phone
• short-text (name) → Person name
• short-text (company) → Organization name
• number (budget) → Deal value

Unmapped fields are attached as a note on the created record, so nothing is ever lost.

Pipeline & owner routing

You can route incoming records to different pipelines, stages, and owners based on form answers. Use the conditional routing editor inside the integration panel:

routes:
  - when: "country = 'US'"
    pipeline: "US Pipeline"
    stage: "Inbound"
    owner: "[email protected]"
  - when: "budget > 10000"
    pipeline: "Enterprise"
    stage: "Qualified"
    owner: "enterprise-team"
  - default:
    pipeline: "Inbound"
    stage: "New"

Custom fields

Pipedrive custom fields are fetched automatically when you connect. Refresh the list from Integrations → Pipedrive → Sync fields if you add new ones later. Custom fields appear in the mapping dropdown under their Pipedrive label.

Troubleshooting

Record not appearing in Pipedrive

Check the Integration logtab on the form. Each dispatch shows the request payload, Pipedrive's response, and any retries. The most common cause is a missing required field on the Pipedrive side — fix the mapping and replay from the log.

Duplicate records

By default, AnimationFunnel de-duplicates on the mapped email. If a Person with the same email exists, it's updated instead of recreated. Disable this under Integration → Advanced → De-duplication if you want every submission to create a new record.