Pipedrive is a sales CRM and project management platform designed to help businesses be more productive and boost revenue. With Jotform’s Pipedrive Prefill, you can automatically pre-populate form fields with Leads or Organization data from your Pipedrive account.
Setting up the Pipedrive Prefill Settings
You must first connect your Pipedrive account and map the fields accordingly. Here’s how:
- In the Form Builder, go to the Publish tab.
- Click the Prefill option.
- Choose and click the Pipedrive Prefill from the list.
![Pipedrive Prefill option](https://jotform.claystructures.co/blog/wp-content/uploads/2022/02/jotform-prefill-pipedrive.png)
- Connect your Pipedrive account by clicking the Authenticate button. Ensure you give permission to Jotform to connect to your Pipedrive account.
![Authenticate button in Pipedrive Prefill settings](https://jotform.claystructures.co/blog/wp-content/uploads/2022/02/jotform-prefill-pipedrive-authenticate-button.png)
- At this step, do the following:
- Select Pipedrive List — With Pipedrive, you can select People and Organization.
- Match Your Fields — Once the list is selected, the common fields, such as the Name, Email, and Phone, are mapped automatically.
![Pipedrive Prefill settings with the List dropdown and fields mapping](https://jotform.claystructures.co/blog/wp-content/uploads/2024/06/jotform-prefill-pipedrive-map-fields.png)
- Click the Add More link to map additional fields. Otherwise, click the Save Settings button to save the Prefill settings and start adding your Pipedrive Prefill.
Adding Pipedrive Prefill
Once you have completed the Prefill Settings, you can add Prefill items.
- Click the Add a New Prefill button.
![Add a New Prefill button in Pipedrive Prefill option](https://jotform.claystructures.co/blog/wp-content/uploads/2024/06/jotform-prefill-pipedrive-add-new-prefill-button.png)
- Select the prefill items on the left.
- Lastly, click the Create button. You will automatically see the prefilled items after this step.
![Select Pipedrive Prefill items](https://jotform.claystructures.co/blog/wp-content/uploads/2024/06/jotform-prefill-pipedrive-select-items-and-create-prefill.png)
Note
With Pipedrive Prefill, you can only select and create up to 20 prefill items. Selecting more than 20 is possible, but clicking the Create button will not work. Instead, you will receive a message indicating the limit.
Managing Pipedrive Prefill Items
Once the prefilled items are created, you can now go ahead and send them or copy the links. If you want to manage multiple prefill items, select them from the list, and you should see the following buttons:
- Download — You can download all prefilled items in a CSV file.
- Send Invitation — Click this button to send the prefilled items to their designated recipients. As noted below, you can only send up to 5 prefilled items at a time.
- Delete — To delete the selected prefilled items. This cannot be undone.
![Download, Send Invitation, Delete buttons on selected Pipedrive Prefill items](https://jotform.claystructures.co/blog/wp-content/uploads/2024/06/jotform-prefill-pipedrive-select-prefill-items.png)
When you click the Send Invitation button, a popup window automatically fills the recipients with the user’s email address. You can change the recipient(s) if you want to. You can also optionally add a message. Once ready, click the Send Invitation button at the bottom of the window.
![Send Invitation button for the selected Pipedrive Prefill items](https://jotform.claystructures.co/blog/wp-content/uploads/2024/06/jotform-prefill-pipedrive-send-invitation.png)
Note
You can select all Prefilled URLs, but note you can only send an invitation to up to five (5) people at a time. Selecting more than this number will display an error message.
Managing Individual Pipedrive Prefill Item
On individual Prefilled items, clicking the Kebab (3 vertical dots) menu will allow you to do the following:
- Send Invitation — If you want to send the prefilled URL individually or wish to resend it to the recipient.
- Copy URL — If you want to copy the URL for other purposes.
- Rename — If you want to change the name of the Prefill item.
- Delete — To delete the prefilled URL.
![Pipedrive Prefill item options](https://jotform.claystructures.co/blog/wp-content/uploads/2024/06/jotform-prefill-pipedrive-prefill-option.png)
Changing Permission for Invited Users in Pipedrive Prefill
By default, users can edit the pre-filled data. If you do not want users to edit the data, you can change the permission from Can Edit to Read Only. Click Can Edit and click the Read Only option, as shown in the image below.
![Editable and Read Only permission options in Pipedrive Prefill item settings](https://jotform.claystructures.co/blog/wp-content/uploads/2024/06/jotform-prefill-pipedrive-change-permission.png)
Pipedrive Prefill supports the following fields only:
- Text: Name, Email, Address, Short Text, Long Text
- Large Text: Name, Email, Address, Short Text, Long Text
- Email: Email, Short Text, Long Text
- Phone: Phone, Number, Short Text, Long Text
- Address: Address, Short Text, Long Text
- Single Option: Dropdown, Single Choice, Multiple Choice, Short Text, Long Text
- Multiple Options: Dropdown, Single Choice, Multiple Choice, Short Text, Long Text
- Numerical: Phone, Number, Scale Rating, Spinner, Short Text, Long Text
Send Comment:
2 Comments:
216 days ago
I have the exact same request as Steven M Wostenberg , where is it in the roadmap after one year ?
More than a year ago
So what I was really trying to do is simply identify the Jotform that I am sending out with the prefilled name and or e-mail address of the recipient. Since I know who the recipient is I just wanted to be able to identify them (without them having to fill in their information again) who they are when they fill out their Jotform. I don't want individual URL's for each recipient but sounds like that's the only way to do it...?