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Integrations

Pipedrive integration with Cognito Forms

Form builder with automations and advanced features
Pipedrive / Pipedrive Integrations / Cognito Forms
Cognito Forms

Cognito Forms is a tool that allows you to create customized and advanced forms easily and quickly following the no-code philosophy. It offers a variety of features, such as the ability to collect data through configurable fields, validate information entered by users and process payments securely. Cognito forms can be easily embedded into your website or shared via direct link.

In addition, Cognito Forms includes tools to automate workflows, email notifications, automatic calculations, and conditional rules to show or hide fields. The platform is suitable for a wide range of uses, such as registrations, surveys, order forms, applications and more. It features a user-friendly and intuitive interface that allows you to design forms by dragging and dropping elements, making it easy to customize and adapt these forms to various needs.

Free plan and paid versions of $15, $35 and $99 per month.
Comunicación clientes

On integration

01 Why do we like it?

Cognito Forms can be a powerful ally in your sales process, as it is an ideal solution for both capturing leads online and providing an easy and intuitive data entry point for your sales reps in the field. It is a tool that allows us to create customized forms in minutes without the need for technical knowledge, which facilitates the generation of contact forms, registrations and surveys to capture important data from your potential customers. The tool allows you to set up smart fields to collect specific information, automatically validate data and segment leads with conditional rules to obtain qualified contacts.

Some of the features we like the most are:

1. Personalized lead capture: allows you tocreate forms fully adapted to the needs of your business, with customized fields and conditional logic. This helps to capture specific and qualified information from each lead, ensuring relevant data for your marketing strategies.

2. Automation and Workflows: set up automatic email notifications when new shipments are received and assign leads to different sales teams based on their responses. This improves the speed and efficiency of lead follow-up and facilitates conversion.

3. Easy integration: lForms can be easily integrated into your website, landing pages, social media and marketing campaigns. This allows you to capture leads from multiple touch points, increasing business opportunities.

4. Data tracking and analysis: withCognito Forms you can perform a detailed follow-up of the leads captured and analyze the information in real time. This allows you to identify trends, analyze campaign effectiveness and make data-driven decisions to optimize your business strategies.

5. Secure payment processing: the tool allows receiving payments directly through forms in a secure manner. This is useful for marketing campaigns that include special offers, product or service sales, or any commercial action that requires fast and reliable payments.

6. Ease of use and flexibility: the intuitive, drag-and-drop interface makes it easy to create and edit forms, allowing marketing teams to quickly adjust forms to suit different campaigns or target audiences without relying on developers.

7. Conditional rules and personalized user experience: advanced conditional rules allow you to show or hide fields, redirect to specific pages or send different thank you messages based on user responses, creating more personalized experiences that can improve conversion rates.

8. Centralized lead management: all captured leads are stored centrally and securely on the platform, facilitating access, segmentation and data export for integration with CRM and marketing tools.

These advantages make Cognito Forms a powerful tool to capture, manage and convert leads more effectively, providing the sales and marketing team with the necessary tools to improve customer interaction and boost business results.

02 When do we recommend it?

At Imanta, we recommend Cognito Forms to companies that need agility and versatility in their lead generation processes.

Cognito Forms plans are progressive and scalable, adapting to the needs of your company depending on the number of positions hired.

We recommend Cognito Forms for:

  1. Field sales reps: sales reps who need a fast and versatile way to enter prospect data when they are at a trade show, event or business trip will find Cognito Forms the perfect solution.
  2. Companies looking to enhance the integration of marketing and sales by capturing leads online: the ease of creation, adaptation and integration of Cognito forms in different formats make it an optimal solution to unify all your capture forms regardless of device or platform.
  3. Companies whose sales process is in transition or evolving: companies that come from more traditional or offline sales systems will see how Cognito forms are an ideal solution for their sales reps to securely and consistently capture lead and opportunity data while onboarding and adapting to a modern and powerful CRM like Pipedrive, avoiding data loss and incompatibility between platforms due to the integration of Cognito and Pipedrive.
  4. Multiplatform data entries: Cognito forms allow us not only to send data securely and quickly to Pipedrive, but also to other platforms or databases of our company. In this way, having shared data but with a single point of entry is a possibility that we can benefit from thanks to Cognito’s integration options.

In summary, Cognito is ideal for companies that need agility, versatility and advanced features in their lead entry and acquisition process, especially if they work with different online tools.

03 Main functionalities

We highlight the main functionalities of Cognito Forms:

  1. Creation of customizable forms: allows you to design forms with specific fields according to business needs, facilitating the capture of relevant lead data.
  2. Conditional logic and dynamic fields: set up rules to show or hide fields based on responses, creating personalized experiences to maximize conversion rate.
  3. Automatic notifications and workflows: send automatic email alerts to the sales team and leads when a form is completed, streamlining follow-up and response.
  4. Integration with CRM and marketing tools: easily connect with CRM and other marketing platforms to synchronize lead data, facilitating lead management and tracking.
  5. Field and lead data validation: offers validations to verify the information entered (such as emails and phone numbers), ensuring quality data for commercial campaigns.
  6. Automation of calculations and quotes: performs automatic calculations in real time (such as prices, totals or quotes), simplifying the generation of personalized quotes for leads.
  7. Secure payment processing: allows you to receive payments directly from the forms in a secure way, simplifying the conversion of leads to paying customers.
  8. Data export and analysis: export lead data in different formats for analysis, tracking and use in other sales and marketing tools.
  9. Multi-device forms: forms adapt to any device, improving the user experience and increasing the probability of capturing leads.
  10. Anti-spam protection and data security: offers anti-spam protection options, such as honeypots and captchas, as well as compliance with privacy regulations, guaranteeing the quality and security of the leads captured.

04 Alternatives

We highlight the following alternatives to Cognito Forms:

Typeform

  • Main functionalities:
    • Interactive forms and surveys with attractive and conversational designs.
    • Advanced conditional logic to create personalized experiences.
    • Integration with tools such as CRM, email marketing and automation platforms (e.g. HubSpot, Zapier).
    • Analysis of results and data export in real time.
    • Forms optimized for mobile devices.
  • Key difference with Cognito Forms: Typeform’s conversational interface creates more engaging and personalized user experiences, which can improve response rates in lead capture.

JotForm

  • Main functionalities:
    • Extensive library of templates for business forms and lead generation.
    • Conditional logic, automatic calculations and data encryption.
    • Payment processing with multiple integrations (PayPal, Stripe, Square).
    • Creation of automated workflows to send notifications and perform specific actions.
    • Native integration with CRM tools, cloud storage and marketing platforms.
  • Main difference with Cognito Forms: Offers a variety of pre-designed templates and deeper integration with a wide range of payment processors, facilitating sales and order forms.

Wufoo

  • Main functionalities:
    • Quick form creation with pre-built templates and layout customization.
    • Integration with third-party services such as Salesforce, Mailchimp and Dropbox.
    • E-mail notifications and real-time response analysis.
    • Ability to accept form payments through PayPal and other processors.
    • User-friendly drag-and-drop interface for creating forms.
  • Main difference with Cognito Forms: It offers an easy-to-use interface with a low learning curve, ideal for commercial teams looking for simplicity and speed in the configuration of forms.

4. Formstack

  • Main functionalities:
    • Creation of customized forms with conditional logic and dynamic fields.
    • Integration of forms with workflows, document storage and business process automation.
    • Ability to collaborate in a team to create and review forms.
    • Electronic signature collection and secure payment processing options.
    • Powerful reporting and analysis tools to measure lead acquisition effectiveness.
  • Main difference with Cognito Forms: Focuses on automating workflows and internal processes, which facilitates team collaboration and lead management in a more business-like environment.

5. Google Forms

  • Main functionalities:
    • Quick creation of forms with basic conditional logic and customization options.
    • Easy collection of responses in Google spreadsheets for analysis and tracking.
    • Native integration with Google Workspace suite (Docs, Sheets, Drive).
    • Free access and simple form sharing options.
    • Response analysis and data export in real time.
  • Main difference with Cognito Forms: It is a completely free and easy to use tool, ideal for small commercial teams looking for a quick solution without additional costs, although with more limited functionalities compared to Cognito.

05 Contact for more information

If you would like more information on how we can help you with your Pipedrive implementation or integration, please contact us:

06Whychoose Imanta to implement and integrate Pipedrive?

We are from Sales

We like selling, not technology. We know what we want. We have the same problems and speak the same language as the sales teams.

Experts in CRMs

We have used and sold Salesfroce, Hubspot, Soho, Microsoft Dynamics, Insightly. What we value about Pipedrive is the simplicity, the potential and the costs.

Experts in the Process

Our golden rule is to invest 90% of the resources in the process and people. And 10% in technology. Success is in the adoption by the sales team.

Data Experts

Not creating silos of sales data allows you to access and activate information in real time. Selling is about being in the right place at the right time.

Integration Experts

Sales teams that integrate productivity apps and marketing data sell (1.5%) more and faster (12%). On average there are 4 apps connected to Pipedrive.

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