WPForms Pipedrive

Many sites collect leads through forms, then someone has to move that information into the CRM by hand. That takes time and invites mistakes. WPForms Pipedrive removes the extra step by sending form entries straight to Pipedrive, where your sales team already tracks its work.

You set up the connection from the WordPress dashboard with a setup wizard, and no coding is needed. Map the fields of a form to the matching Pipedrive deals, contacts, activities, stages and fields to fit your own sales process. It works with the WPForms form types, including contact forms, lead generation forms and quote requests.

Features

• Field mapping to Pipedrive: Connect WPForms fields to Pipedrive deals, contacts and activities so the details a visitor enters land in the right place in your CRM.
• Automatic record creation: Form submissions create and update Pipedrive records on their own, which cuts manual data entry and the errors that come with it.
• Real-time data sync: New leads from your WordPress forms reach Pipedrive as they come in, so your sales team can see them and follow up promptly.
• Custom workflow mapping: Map specific form inputs to the Pipedrive stages and fields that match your sales process, instead of using one fixed layout.
• Setup wizard in WordPress: Manage the integration from your WordPress dashboard with a simple setup wizard. No coding knowledge is required.
• Works with WPForms form types: Use it with contact forms, lead generation forms, quote requests and the other form types WPForms supports.
• Activity-based lead tracking: Link form submissions to Pipedrive activities to see where each lead stands and keep track of ongoing communication.
• Secure data transfer: Customer information moves between your forms and Pipedrive using secure data transfer protocols to protect privacy.

Best for

• Sales teams that already work in Pipedrive
• WordPress sites collecting leads through WPForms
• Agencies connecting client forms to a CRM