CRM & sales systems
Connect deal and pipeline data to custom sales tools and portals.
Overview
The Softr Pipedrive integration lets your workflows create and update the core records of your Pipedrive account: persons, organizations, and deals. When a lead comes in through your Softr app, the workflow can find or create the matching person, attach it to an organization, and open a deal — keeping your sales pipeline in sync with what happens in your app.
In a typical Softr app, Pipedrive connects your customer-facing surfaces to your sales pipeline: lead-capture forms feed new contacts, client portals keep organization details fresh, and admin dashboards move deals forward — so your CRM reflects reality without manual entry.
Available actions
- Create personAdd a new person to Pipedrive when a lead submits a form or a user signs up in your app.
- Find personLook up an existing person to use or update its details in later steps — and avoid duplicates.
- Update personKeep person details current when users edit their profile or new information arrives.
- Create organizationAdd a company record when a new organization signs up or is registered through your app.
- Create dealOpen a new deal when a qualified lead comes in or a client requests a quote.
- Update dealMove deals through your pipeline — change stage, value, or owner — based on activity in your app.
Example use cases
Usecase
Description
- Lead capture to pipelineWhen a lead form is submitted in your Softr app, create the person and open a deal.
- Sign-ups to CRMAdd every new app member as a Pipedrive person, attached to their company organization.
- Quote requests to dealsWhen a client requests pricing through your portal, create a deal with the request details attached.
- Stage-driven updatesWhen a record's status changes in your admin dashboard, update the matching deal stage.
Key benefits
- Pipeline without data entry: Persons, organizations, and deals create themselves from app activity.
- No duplicates: Find people before creating them, so your Pipedrive account stays clean.
- Full sales loop: Cover contact, organization, and deal from one visual workflow.
- No-code setup: Configure everything visually in the workflow editor, mapping in data from any step.
