Create or update a person in Pipedrive when a specific Happyforms form is submitted
When a specific Happyforms form is submitted.
Create or update a person in Pipedrive
Happyforms → PipedriveEvents and actions
Use Happyforms submissions to automate Pipedrive
Add people to Pipedrive when they submit your Happyforms form. Choose the form and destination, match the email field, then test it.
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Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a person to a Label in Pipedrive when a specific Happyforms form is submitted
- When a specific Happyforms form is submitted.
- 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
Happyforms events
Forms
1 event
- When a specific Happyforms form is submitted.
About this connection
How the two tools fit together
Happyforms: Noptin lists published Happyforms forms so you can choose which one starts the automation.
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 Happyforms 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 Happyforms and Pipedrive with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Happyforms and Pipedrive from Noptin → Extensions. How to activate your license.
- Install and set up Happyforms on your WordPress site. Connect Pipedrive in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Select the Happyforms form whose submissions should start the automation.
- Choose a Pipedrive action from the list above and fill in its required settings.
- 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.
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