PipelineDeals Integration

Automatically manage leads and generate sales documents by connecting Formstack and PipelineDeals.
PipelineDeals
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Streamline your sales process with intelligent workflows

With the Formstack Forms PipelineDeals integration, you can be more productive and close deals faster by making quick use of new lead information.
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Collect

Automatically input collected form data into mapped fields in PipelineDeals

Create

Keep contact records up-to-date and create new ones without manual data entry

Optimize

Optimize your lead capture by A/B testing forms and surveys

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The Advanced Integrations add-on is required to use the PipelineDeals integration with Formstack Forms. Get access to a suite of powerful integrations that make it easy to manage your form data between apps. Learn More >

Streamline your sales process with intelligent workflows

With help from Zapier, you can use the Formstack Documents PipelineDeals integration to create personalized sales and marketing documents. Input lead or customer information from Pipedrive CRM directly into templates within Formstack Documents.
Try It Free
Collect

Easily input PipelineDeals data into sales documents based on the triggers you choose

Create

Automatically create sales documents such as proposals, quotes, and presentations

Deliver

Instantly deliver custom documents to leads and customers with flexible delivery options

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Read this help article to learn how to set up automated PipelineDeals document generation workflows today.

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