This Plugin sends Gravity Form entries into Pipedrive CRM. You can create a Contact, Organization OR Deal in Pipedrive from Gravity Forms entry. 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.
You can connect Pipedrive account to any form by simply entering Pipedrive API key.
Mapping Contact Fields
You can easily map Gravity Forms entry fields to any Pipedrive Contact/deal fields. You can also map custom Pipedrive fields.
Instead of creating new Object(Contact or Organization or Deal) in Pipedrive, you can update old object by setting Primary Key field.
If there is an error while sending form data to Pipedrive, an email containing the error details will be sent to the specified email address.
Plugin saves a detailed log of each entry sent (or not sent) to Pipedrive. You can easily resend an entry to Pipedrive.
You can easily export Pipedrive Logs as a CSV file for bookkeeping, and accounting purposes.
By default all entries are sent to the Pipedrive, but you can setup rules to limit the entries sent to Pipedrive.
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.
- 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
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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).