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maxrodriguezFecha de consulta 26 de diciembre de 2024, 10:35
Hola quiero saber si tienen sincronización con el CRM Pipedrive, y si me pueden guiar como hacer esta sincronización.
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Myla Jotform SupportFecha de respuesta 26 de diciembre de 2024, 10:52
Hello Max,
Thank you for reaching out to Jotform Support. Our Spanish Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, it might take a while until they're available again.
Now, coming back to your question, I believe you were asking how to integrate Pipedrive CRM with Jotform. It's very easy to integrate Pipedrive with Jotform. Let me show you how:
- In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
- Click on Integrations in the menu on the left side of the page.
- Then, click on the Search Box next to See All Dropdown.
- Search for Pipedrive and click on the icon to open the integration settings.
- Once the Integration setting is open, you can now add the necessary action and then click on Save.
- After clicking save, just follow the prompt to complete the integration till finish.
You can run a sample submission once done to see if it reflects your Pipedrive Account. You might also want to check out this guide about How to Integrate Jotform With Pipedrive.
That's it. Let us know if you have any other questions.