Connect Paperform and Pipedrive
Integrate Paperform with Pipedrive to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Person in Pipedrive when Document Completed in Paperform
Find User in Pipedrive when Document Completed in Paperform
Find Deal in Pipedrive when Document Completed in Paperform
Find Lead in Pipedrive when Document Completed in Paperform
Search Person in Pipedrive when Document Completed in Paperform
Popular Paperform + Pipedrive flows
Start from a real workflow other teams are already running.
Choose a trigger
Paperform
When this happens...
Document Completed
Document Sent
Document Cancelled
Document Rejected
Document Expired
Signer Notified
Signer Viewed
Signer Consent Accepted
Signer Nominated
Signer Signed
Choose an action
Pipedrive
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Create Person in Pipedrive when Document Completed in Paperform
Use this flowFind User in Pipedrive when Document Completed in Paperform
Use this flowFind Deal in Pipedrive when Document Completed in Paperform
Use this flowFind Lead in Pipedrive when Document Completed in Paperform
Use this flowSearch Person in Pipedrive when Document Completed in Paperform
Use this flowCreate Deal in Pipedrive when Document Completed in Paperform
Use this flowCreate Lead in Pipedrive when Document Completed in Paperform
Use this flowUpdate a Lead in Pipedrive when Document Completed in Paperform
Use this flowCreate Activity in Pipedrive when Document Completed in Paperform
Use this flowUpdate Activity in Pipedrive when Document Completed in Paperform
Use this flowSupported Triggers & Actions
Everything you can automate between Paperform and Pipedrive.
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a new Document Completed for a form.
Document Sent
Triggered when a document is sent out for signing.
Document Cancelled
Triggered when a document is cancelled, meaning the signing process was terminated before completion.
Document Rejected
Triggered when a document is rejected by the signer.
Document Expired
Triggered when a document's signing period expires, and no action has been taken.
Signer Notified
Triggered when a signer is notified.
Do thisActions
Action is the task that follows automatically within your Paperform integrations.
Update Form by ID
Update Form By ID
Form Details by ID
Get Form Details by ID
Find Partial-Submissions
Get Partial-Submissions details by Slug id
Delete Partial submission by ID
Deletes a specific partial submission by ID.
Updates Sold Amount for Product
Updates the sold amount for a product
Find Product By SKU
Get the product available for a specific form by SKU
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Paperform and Pipedrive workflows.
Learn More About Automation
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About Paperform
Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
Learn more
About Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Paperform and Pipedrive accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Paperform and Pipedrive as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Pipedrive. No coding required.
Yes. You can set up a workflow where Paperform triggers actions in Pipedrive, and a separate workflow where Pipedrive triggers actions in Paperform. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Paperform and Pipedrive. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Paperform and Pipedrive integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
