Pipedrive on a Kotisivukamu site
Pipedrive is a sales CRM where deals move stage by stage through a pipeline. It is popular with service businesses that need quote requests tracked quickly.
How it works on Kotisivukamu
A message from the site’s quote request or contact form is saved in the dashboard and forwarded to an automation service such as Zapier, Make or n8n. It acts as a relay service that takes the message into Pipedrive in the right format. Messages are not forwarded to Pipedrive directly.
The tool creates a person and a lead or a deal in Pipedrive at the stage you want. For renovation and installation businesses it is worth putting the quote request fields, such as the site address and the job description, into the lead’s note so the salesperson sees them straight away.
Step by step
- Create a workflow in the automation service that starts from a new message, and copy its receiving address.
- Add the address in the dashboard as the quote form’s forwarding target.
- Send a test message with the site’s form.
- Add Pipedrive steps to the workflow that create a person and a lead, and map the fields.
Trades that use this
Pipedrive: frequently asked questions
Why is an automation tool needed?
Form messages are forwarded as they are. Pipedrive needs the data in its own format, and the automation service shapes it, for example so that the name becomes a person and the message the lead’s note.
What about Pipedrive’s own web form?
Pipedrive has its own form tools, and their availability depends on the plan. Check on Pipedrive’s own pages. The advantage of the Kotisivukamu form is that messages are always kept in the dashboard too.
Can different forms go to different pipelines?
Yes. Forwarding can be set per form, and each message says which form it came from. The workflow can use that to pick the right pipeline.
Do I need to give my Pipedrive credentials to Kotisivukamu?
No. The Pipedrive connection is set up in the automation service, and its credentials stay there. The forwarding only needs the service’s receiving address, and that does not show on the site either.
Try it yourself
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