How to integrate Pipedrive with Yoom's response form to register a lead in Pipedrive when the form is submitted

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

It's important for sales to acquire leads, isn't it? However, when there are a large number of leads coming from various advertisements and company websites, managing them can be challenging.
Among these tasks, the data entry work of adding lead information must be done carefully to avoid mistakes, which can be time-consuming.
The more leads you have to register, the more time it consumes, which might feel burdensome for some.

Therefore, this time, to reduce such hassle, we introduce automation that automatically registers leads sent from forms into Pipedrive!
By automating your workflow, you can reduce the burden, so please take a look!

Benefits of Integrating Pipedrive with Yoom

1. Add information sent from forms to Pipedrive leads!

It becomes possible to automatically add information sent from Yoom's original forms to Pipedrive leads!
Since you can add the sent information as it is, unlike when you manually entered it into Pipedrive, you can avoid human errors such as typing mistakes.
Also, by having customers fill out the form, you can reduce the hassle of manually entering data into Pipedrive, which can also improve efficiency. It also leads to a reduction in work burden!

2. Automation is possible with just Yoom!

When integrating forms other than Yoom with Pipedrive, you need to integrate the form creation tool with Yoom, and then integrate Pipedrive with Yoom.
However, the integration introduced this time is completed with just Yoom and Pipedrive, so there is no need to integrate a third tool.
You can complete it concisely without the hassle of registering or managing other tools.

[What is Yoom]

How to Create a Yoom and Pipedrive Integration Flow

Now, let's introduce the steps to create a "Flow Bot" that registers a lead in Pipedrive when an input form is submitted.

Since you will use a template with minimal settings, you can create a Flow Bot in a time-saving manner.
First, click on "See Details" on the banner of the template below, and proceed with the registration of Yoom from the button "Try This Template" at the bottom of the migrated screen.
If you have already completed the registration, a login screen will be displayed, so please log in!

My App Integration

After completing the registration with Yoom and copying the template, a screen like the one above will be displayed, and you will be redirected to a page called "My Project".
Once this is done, the next step is to integrate Pipedrive with Yoom.
This is called "My App Integration".
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Please select "My App" from the menu on the left side of the screen.

After pressing "Create New" at the top right, enter "Pipedrive" in the search window, and the Pipedrive icon will appear, so click on it.

When the text like the one above is displayed, press the button at the bottom right after confirming.
This completes the integration of Pipedrive with Yoom!

Create a Form

Next, let's create a form.
From My Project on the left side of the screen, click "【Copy】Register a lead in Pipedrive when the input form is submitted".

Next, select the form trigger "When the form is submitted".

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By default, three items are set: company name, name, and email address.
If there are other items you want to add, create them at this stage.

As you scroll down, there is a button to add a question.
Clicking it allows you to increase the number of items.

In addition to text, you can select lists or checkboxes from the dropdown.
You can also reselect items that have already been set, so change them as needed.

This time, we added the preferred contact method. If it's a required field, please check the box.

Scrolling further down, there is an item for setting the completion page.
As shown in the image above, you can create a message that will be displayed after the form is submitted.

It can be set optionally, so enter it if necessary.

This time, we added a submission completion page like the one above.

If you want to rearrange the order of the items, you can move them by clicking and holding the red frame part of the image.
Once the settings are complete, press Next.

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A sample of the created form will be displayed, so please check it.
If there are no problems, press Save. This completes the form creation!

Pipedrive Settings

Press "Create Lead" on the Pipedrive icon.
Since the necessary items are pre-entered by using the template, please check if the account information to be linked is correct and then click Next.

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Set the content to be registered in the lead. Click the box where you want to add the lead content.

By clicking inside the box, the content of the form you created earlier will be displayed.
Select the information that corresponds to the box name.

Set the content to be registered in the lead. Click the box where you want to add the lead content.

By clicking inside the box, the content of the form you created earlier will be displayed.
If there are other necessary items, set them, and once the input is complete, press Save at the bottom of the screen.

Turn ON the Trigger and Input Form

When the Flowbot settings are complete, the above popup will be displayed. Since it is currently OFF, turn the trigger ON as shown.
Turning the trigger ON will make the form usable.

The URL of the form can be copied from the red frame part of the image.
Just in case, open the form from the URL and try submitting a response. If it is registered in the Pipedrive lead, it's complete!
This completes the integration of Yoom and Pipedrive!

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Yoom also has various other Flowbot templates available, so please take a look.

Other Examples of Automation Using Pipedrive

There are many other examples of automation using Pipedrive in Yoom, so here are a few to introduce.

1. Notify Talknote When a Lead is Registered in Pipedrive
‍When a lead is registered, a notification is automatically sent to Talknote, allowing you to quickly grasp the information. Additionally, since Talknote is equipped with task management features, it becomes easier for the team to manage the nurturing status of leads.

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2. When lead information is registered in Facebook Ads, also add the lead to Pipedrive
‍You can automatically register leads from Facebook Ads to Pipedrive! Automate the process of manually adding submitted leads to Pipedrive, eliminate the hassle of manual entry, and aim for increased efficiency.

3. When a lead is registered in Pipedrive, store the record in Google Sheets
‍It's also possible to integrate with Google Sheets! This is recommended if you want to add or edit detailed information. It also makes it easy for the marketing and sales departments to collaborate on editing.

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Summary

By automating the administrative task of manually entering and adding registered information, it becomes easier to focus on core business activities.
Additionally, simplifying the time spent on managing and registering prospects can lead to increased efficiency.

Flowbot can be created by using templates and following the steps, so take this opportunity to give it a try!
Be sure to automate your workflow and reduce your burden!