How to Prefill a Form Using the Data from Pipedrive

Pipedrive is a sales CRM and project management platform designed to help businesses be more productive and boost revenue. With Jotform’s Pipedrive Prefill, you can automatically pre-populate form fields with Leads or Organization data from your Pipedrive account.

Setting up the Pipedrive Prefill Settings

You must first connect your Pipedrive account and map the fields accordingly. Here’s how:

1. In the Form Builder, go to the Publish tab.
2. Click the Prefill option.
3. Choose and click the Pipedrive Prefill from the list.

4. Connect your Pipedrive account by clicking the Authenticate button. Ensure you give permission to Jotform to connect to your Pipedrive account.

5. At this step, do the following:
   • Select Pipedrive List — With Pipedrive, you can select People and Organization.
   • Match Your Fields — Once the list is selected, the common fields, such as the Name, Email, and Phone, are mapped automatically.

5. Click the Add More link to map additional fields. Otherwise, click the Save Settings button to save the Prefill settings and start adding your Pipedrive Prefill.

Adding Pipedrive Prefill

Once you have completed the Prefill Settings, you can add Prefill items.

1. Click the Add a New Prefill button.

2. Select the prefill items on the left.
3. Lastly, click the Create button. You will automatically see the prefilled items after this step.

Managing Pipedrive Prefill Items

Once the prefilled items are created, you can now go ahead and send them or copy the links. If you want to manage multiple prefill items, select them from the list, and you should see the following buttons:

• Download — You can download all prefilled items in a CSV file.
• Send Invitation — Click this button to send the prefilled items to their designated recipients. As noted below, you can only send up to 5 prefilled items at a time.
• Delete — To delete the selected prefilled items. This cannot be undone.

When you click the Send Invitation button, a popup window automatically fills the recipients with the user’s email address. You can change the recipient(s) if you want to. You can also optionally add a message. Once ready, click the Send Invitation button at the bottom of the window.

Managing Individual Pipedrive Prefill Item

On individual Prefilled items, clicking the Kebab (3 vertical dots) menu will allow you to do the following:

• Send Invitation — If you want to send the prefilled URL individually or wish to resend it to the recipient.
• Copy URL — If you want to copy the URL for other purposes.
• Rename — If you want to change the name of the Prefill item.
• Delete — To delete the prefilled URL.

Changing Permission for Invited Users in Pipedrive Prefill

By default, users can edit the pre-filled data. If you do not want users to edit the data, you can change the permission from Can Edit to Read Only. Click Can Edit and click the Read Only option, as shown in the image below.

Pipedrive Prefill supports the following fields only:

• Text: Name, Email, Address, Short Text, Long Text
• Large Text: Name, Email, Address, Short Text, Long Text
• Email: Email, Short Text, Long Text
• Phone: Phone, Number, Short Text, Long Text
• Address: Address, Short Text, Long Text
• Single Option: Dropdown, Single Choice, Multiple Choice, Short Text, Long Text
• Multiple Options: Dropdown, Single Choice, Multiple Choice, Short Text, Long Text
• Numerical: Phone, Number, Scale Rating, Spinner, Short Text, Long Text