Integration for Gravity Forms and Pipedrive

Mô tả

This Plugin sends Gravity Form entries into Pipedrive CRM. You can create a Contact, Organization OR Deal in Pipedrive when someone submits a Gravity Forms form. Learn more at crmperks.com

Gravity Forms Pipedrive Integration Setup

  • Go to Forms -> Settings -> Pipedrive then add new account.
  • Go to Forms -> select any form -> Settings -> Pipedrive then create new feed.
  • Map required Pipedrive fields to Gravity Forms form fields.
  • Send your test entry to Pipedrive CRM by clicking “Send to Pipedrive” button.
  • Go to Forms -> select any form -> Settings -> Pipedrive Logs and verify status of previously sent entries.

Connect Pipedrive

You can connect Pipedrive account to any form by simply entering Pipedrive API key and URL. You can also connect multiple accounts.

Mapping Contact Fields

You can easily map Gravity Forms entry fields to any Pipedrive Contact/deal fields. You can also map custom Pipedrive fields.

Primary Key

Instead of creating new Object(Contact or Organization or Deal) in Pipedrive, you can update old object by setting Primary Key field.

Error Reporting

If there is an error while sending form data to Pipedrive CRM, an email containing the error details will be sent to the specified email address.

CRM Logs

Plugin saves a detailed log of each entry whether sent or not sent to Pipedrive. You can easily resend an entry to Pipedrive.

Export Logs

You can easily export Pipedrive Logs as a CSV file for bookkeeping, and accounting purposes.

Filter Entries

By default all entries are sent to the Pipedrive, but you can setup rules to limit the entries sent to Pipedrive.

Premium Version.

Gravity Forms Pipedrive Integration has a Premium version which comes with several additional benefits. Gravity Forms Pipedrive Integration Pro

  • Pipedrive Custom fields field.
  • Phone Number field of Pipedrive CRM.
  • Create Leads in Pipedrive CRM.
  • Assign Organization to Contact and Deal.
  • Create Organizations and Deals in Pipedrive.
  • Assign Contact to Pipedrive Deal.
  • Assign Owner to Contacts, Organizations and Deals in Pipedrive.
  • Lookup customer’s email using email lookup apis. We support all good email lookup apis.
  • 20+ premium addons

Need Pipedrive Plugin for Contact Form 7 ?

Premium Addons

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Ảnh màn hình

  • Connecting Pipedrive Account to Gravity Forms.
  • Mapping Pipedrive fields.
  • Gravity Forms Pipedrive crm logs.
  • Manually Send Gravity Forms entry to Pipedrive crm.
  • Get Customer's email and phone infomation from Full Contact(Premium feature).
  • Get Customer's gclid, utm parameters , geolocation, browser and OS (Premium feature).

Hỏi đáp

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

How to integrate Gravity Forms with Pipedrive

You can easily integrate Gravity Forms with Pipedrive by following these steps.

  • Go to Pipedrive Accounts then connect your account.
  • Go to Pipedrive Feeds , select desired Object then map gravity form fields to Pipedrive fields.
  • Open any Gravity Forms entry and click “Send to Pipedrive” button , a new member will added in pipedrive.
  • Go to Pipedrive logs and check if entry was successfully sent to Pipedrive.

Đánh giá

Đọc tất cả 1 đánh giá

Người đóng góp & Lập trình viên

“Integration for Gravity Forms and Pipedrive” là mã nguồn mở. Những người sau đã đóng góp vào plugin này.

Những người đóng góp

Nhật ký thay đổi

1.0.2

  • fixed custom field options.

1.0.1

  • fixed “assign owner” issue.

1.0.0

  • Initial release.