Latenode
Pipedrive

Automatically create Pipedrive CRM contacts from Cognito Forms

This automation scenario enables Cognito Forms users to automatically create new person records in their Pipedrive CRM whenever a new entry is submitted through the Cognito Forms instance.

By connecting these two platforms, the workflow ensures that relevant person data, such as name, email, and phone number, is accurately transferred from the form submissions directly into the Pipedrive CRM, streamlining the CRM management process. This integration helps users efficiently manage their sales pipeline and customer relationships by centralizing contact information across their Cognito Forms and Pipedrive CRM systems.

Updated Apr 2, 2026Est. run: 7sEst. cost: $0.0004
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
CRM & sales

Workflow preview

What this template does

  • Extracts person data from new Cognito Forms submissions
  • Normalizes the data to match Pipedrive CRM requirements
  • Stores the person data as a new record in Pipedrive CRM
  • Filters out duplicate person records to avoid data redundancy
  • Creates an automated data sync between Cognito Forms and Pipedrive CRM

How it works

1
Trigger

Cognito Forms Trigger

Cognito Forms listens for new form submissions. When a new entry is created, it triggers the automation workflow.

2
Logic

Filter Cognito Forms Entries

The automation filters the incoming form data to only process new entries, ensuring that duplicate person records are not created in Pipedrive.

3
Action

Create Pipedrive Person

The filtered form data, including the person's name, email, and phone number, is used to create a new person record in the Pipedrive CRM.

Setup guide

1

Add Pipedrive CRM credential

1. Go to the Latenode Credentials panel. 2. Add a new credential for Pipedrive CRM. 3. Provide your Pipedrive API key or complete the OAuth flow to authenticate your Pipedrive account.

2

Add Cognito Forms credential

1. Go to the Latenode Credentials panel. 2. Add a new credential for Cognito Forms. 3. Provide your Cognito Forms API key or complete the OAuth flow to authenticate your Cognito Forms account.

3

Configure the Cognito Forms Trigger node

1. Add a Cognito Forms Trigger node to your workflow. 2. In the node settings, select the Cognito Forms credential you added earlier. 3. Choose the specific Cognito Forms instance and form you want to trigger the workflow.

4

Map Cognito Forms fields to Pipedrive person record

1. Add a Pipedrive CRM Create Person node to your workflow. 2. In the node settings, select the Pipedrive CRM credential you added earlier. 3. Map the relevant Cognito Forms fields (e.g., name, email, phone) to the corresponding Pipedrive person record fields.

5

Save and activate the workflow

1. Review your workflow to ensure all the steps are configured correctly. 2. Save the workflow in Latenode. 3. Activate the workflow to start automatically creating Pipedrive CRM person records from new Cognito Forms submissions.

Requirements

Cognito Forms account with access to create and submit forms
Pipedrive CRM account with access to create new person records
Pipedrive CRM API access credentials (API key or OAuth token)
Latenode workspace with 'code' and 'pipedrive' nodes configured to automatically create Pipedrive person records from Cognito Forms submissions

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.
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