This automated workflow takes a Typeform form, and once it is filled out, it is automatically uploaded as a Lead in Pipedrive. There is an option for custom fields (this workflow works with company size), and leaves notes in the note section based on questions answered.
Prerequisites
- Typeform account and Typeform credentials and a form for people to fill out
- Pipedrive account and Pipedrive credentials
Nodes
- Typeform node gets the data after the survey is completed
- Set node extracts data from the Typeform node and keeps only relevant data
- Function node maps the company size
- Pipedrive node populates a pipeline with a deal and adds custom fields