Forminator → PipedriveEvents and actions

Use Forminator submissions to automate Pipedrive

Add people to Pipedrive when they submit your Forminator form. Choose the form and destination, match the email field, then test it.

Already using Noptin? Learn how to create an automation rule.

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Automations

Ways to connect these tools

These are examples. Available fields depend on the event and the choices on your site or connected account.

Create or update a person in Pipedrive when a specific Forminator form is submitted

  1. When a specific Forminator form is submitted.
  2. Create or update a person in Pipedrive

Add a person to a Label in Pipedrive when a specific Forminator form is submitted

  1. When a specific Forminator form is submitted.
  2. Add a person to a Label in Pipedrive

Available in Noptin

Pipedrive actions

People

2 actions

View actions
  • Create or update a person in Pipedrive
  • Remove a person from Pipedrive

Labels

2 actions

View actions
  • Add a person to a Label in Pipedrive
  • Remove a person from a Label in Pipedrive

Available in Noptin

Forminator events

Forms

1 event

  • When a specific Forminator form is submitted.

About this connection

How the two tools fit together

Forminator: Capture user information (as detailed as you like), engage users with interactive polls that show real-time results and graphs, “no wrong answer” Facebook-style quizzes and knowledge tests.

Pipedrive: Pipedrive is a sales-focused CRM platform that helps teams manage leads, track communications, and close deals with an intuitive pipeline management system.

What information can you send?

First choose the Forminator form. Noptin then shows the answers that form collects, so you can send the right ones to Pipedrive.

Lists, tags, and custom fields depend on the connected Pipedrive account and the audience selected.

To add a contact, your form needs an email field. You can send other answers only if the form collects them.

Start here

Set up Forminator and Pipedrive with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for Forminator and Pipedrive from Noptin → Extensions. How to activate your license.
  3. Install and set up Forminator on your WordPress site. Connect Pipedrive in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

  1. Select the Forminator form whose submissions should start the automation.
  2. Choose an action from Pipedrive in the list above and fill in its required settings.
  3. Match the details from the first step to the fields in the second. Run a test, then turn on the rule.

Follow the automation rules guide if you need help creating the rule.

Ready to connect Forminator and Pipedrive?

Build the automation in your WordPress dashboard with Noptin.

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