# Connect Fluent Forms and Pipedrive

When **New Submission** fires in [Fluent Forms](https://apiant.ai/connections/fluent-forms), your agent runs **Create Deal** in [Pipedrive](https://apiant.ai/connections/pipedrive), or **New Activity** in Pipedrive to **Add Submission Note** in Fluent Forms. Describe the whole flow and it is built, tested on every scenario and kept running.

Fluent Forms **1** trigger Fluent Forms **9** actions Pipedrive **5** triggers Pipedrive **24** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Fluent Forms and Pipedrive to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Fluent Forms and Pipedrive can do together

### From Fluent Forms to Pipedrive

- When **New Submission** in Fluent Forms then **Create Deal** in Pipedrive
- When **New Submission** in Fluent Forms then **Create Lead** in Pipedrive

### From Pipedrive to Fluent Forms

- When **New Activity** in Pipedrive then **Add Submission Note** in Fluent Forms
- When **New Deal** in Pipedrive then **List Submission Notes** in Fluent Forms

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Fluent Forms and Pipedrive

## Triggers and actions 6 triggers · 33 actions

- Trigger

**New Submission**

Triggers when a new form submission (entry) is received in Fluent Forms, optionally limited to one form.

- Action

**Add Submission Note**

Adds an internal note to a Fluent Forms submission (entry).

- Action

**Delete Submission**

Permanently deletes a form submission (entry) from Fluent Forms.

- Action

**Get Form**

Returns a single Fluent Forms form, including its title, status and field structure.

- Action

**Get Submission**

Returns a single form submission (entry), including the submitted field values and its status.

- Action

**List Forms**

Returns the forms on your Fluent Forms site.

- Action

**List Submission Notes**

Returns the notes added to a Fluent Forms submission.

- Action

**List Submissions**

Returns form submissions, optionally filtered by form, status or search text.

- Action

**Submit Form**

Submits a new entry to a Fluent Forms form, as if a visitor filled it in.

- Action

**Update Submission Status**

Changes the status of a form submission, such as marking it read, unread or trashed.

- Trigger

**New Activity**

Triggers when a new activity is created.

- Trigger

**New Deal**

Triggers when a new deal is created.

- Trigger

**New Organization**

Triggers when a new organization is added.

- Trigger

**New Person**

Triggers when a new person (contact) is added.

- Trigger

**New Person (with Custom Fields and Labels)**

Triggered when a new person (contact) is added. Includes custom fields and labels.

- Action

**Create Activity**

Creates a new activity (call, meeting, task, etc.).

- Action

**Create Deal**

Adds a new deal to Pipedrive. Returns the created deal.

- Action

**Create Lead**

Creates a new lead. Returns the created lead.

- Action

**Create Note**

Adds a new note to a deal, person, or organization.

- Action

**Create Organization**

Adds a new organization. Returns the created organization.

- Action

**Create Person**

Adds a new person (contact). Returns the created person.

- Action

**Delete Activity**

Marks an activity as deleted.

- Action

**Delete Deal**

Marks a deal as deleted.

- Action

**Delete Organization**

Marks an organization as deleted.

- Action

**Delete Person**

Marks a person as deleted.

- Action

**Get Deal**

Returns the deal with the given ID.

- Action

**Get Organization**

Returns the organization with the given ID.

- Action

**Get Person**

Returns the person with the given ID.

- Action

**Get related deals for person**

Returns deals having the specified status that are related to the specified person.

- Action

**Get stage ID by stage name**

Returns the stage id if the stage name exists.

- Action

**Merge organizations**

Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.

- Action

**Merge persons**

Merges two person accounts. Info from the person record to discard is merged into the person record to keep.

- Action

**Search Deals**

Searches deals by term. Returns matching deals.

- Action

**Search Organizations**

Searches organizations by term. Returns matching organizations.

- Action

**Search Persons**

Searches persons by term (name, email, phone). Returns matching persons.

- Action

**Update Activity**

Updates an existing activity by ID.

- Action

**Update Deal**

Updates an existing deal by ID.

- Action

**Update Organization**

Updates an existing organization by ID.

- Action

**Update Person**

Updates an existing person by ID.

## Each app on its own

- [ **Fluent Forms** WordPress form builder plugin for creating forms, quizzes, and payment collection with webhook and...](https://apiant.ai/connections/fluent-forms)
- [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive)

Reviews

## What our customers say

## More from Fluent Forms

- [ **Fluent Forms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fluent-forms-to-hubspot)
- [ **Fluent Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fluent-forms-to-salesforce)
- [ **Fluent Forms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fluent-forms-to-slack)
- [ **Fluent Forms to Google Sheets** Google Sheets](https://apiant.ai/connect/fluent-forms-to-google-sheets)
- [ **Fluent Forms to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fluent-forms-to-gmail)
- [ **Fluent Forms to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fluent-forms-to-google-calendar)

## More into Pipedrive

- [ **HubSpot to Pipedrive** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipedrive)
- [ **Slack to Pipedrive** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pipedrive)
- [ **Gmail to Pipedrive** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipedrive)
- [ **Stripe to Pipedrive** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-pipedrive)
- [ **Notion to Pipedrive** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-pipedrive)
- [ **Airtable to Pipedrive** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-pipedrive)

Questions

## Fluent Forms and Pipedrive, answered

###

### What can start an automation from Fluent Forms?

Any of Fluent Forms's 1 trigger in the catalog, including New Submission. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Pipedrive when something happens in Fluent Forms?

Any of Pipedrive's 24 actions, including Create Activity, Create Deal, Create Lead and Create Note. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Pipedrive to Fluent Forms?

Yes. When something happens in Pipedrive, your agent can act in Fluent Forms too. This page covers both directions: Pipedrive's triggers and Fluent Forms's actions are listed here as well.

###

### Do I have to build a connector for Fluent Forms or Pipedrive?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
