Sales Beginner

Send Leads from Fillout Forms to Pipedrive

Watch Fillout for new form submissions, check Pipedrive for an existing contact, and create a fresh person and deal only when the lead is new to the pipeline.

At a glance

Send Leads from Fillout Forms to Pipedrive is a beginner-level sales automation built with Make. Push Fillout form submissions into Pipedrive while filtering out duplicates.

Tools required
Make
Tags
#pipedrive #fillout-forms #lead-generation #deduplication #crm
Difficulty
Beginner
Published
· 1 min read

How It Works

The Make scenario watches Fillout for new form submissions. Each time a lead fills out the form, the workflow searches Pipedrive for a matching person before writing anything. If no match exists, the scenario creates a new Pipedrive person and a linked deal. If a match exists, the record is skipped so your pipeline does not accumulate duplicate rows for the same prospect.

Setup Steps

  1. Connect Fillout: Add your Fillout account in Make and select the form that should feed Pipedrive.
  2. Connect Pipedrive: Authenticate the Pipedrive connection with write access to persons and deals.
  3. Map the Email Field: Pick the Fillout email field as the deduplication key for the Pipedrive search module.
  4. Configure the Deal: In the Pipedrive create-deal module, set the default pipeline, stage, and deal title template (for example, “Website lead - {{First name}}”).
  5. Activate the Scenario: Switch the scenario on so each new form submission runs through the dedup check and lands cleanly in Pipedrive.

Automation Workflow

Fillout (Watch Submissions) → Pipedrive (Search Person by Email)
↓
IF (Match Found?) → Yes → Skip
                  → No  → Pipedrive (Create Person) → Pipedrive (Create Deal)

Benefits

Pro tip: You can easily customise this template for other CRM like Hubspot or Attio.

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