Create a person in Pipedrive when a form is submitted

What each client fills in

Nothing to fill in. You pick the form that starts it and connect its accounts.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Pick the client’s form that starts it
2. Connect the client’s Pipedrive, for “Create a person”