Gravity Forms Pipedrive Add-On

Forms collect inquiries, registrations and product interest, but the details often end up copied into a CRM by hand. Gravity Forms Pipedrive Add-On removes that step. You set up feeds on a form, and each submission is sent to Pipedrive as a person, an organization, a deal, a lead or an activity. You connect it with your Pipedrive company domain and an API token.

Each feed decides what happens to the data. People are matched by email and organizations by name, and you choose whether to update, skip or always create a record. Deals and leads are always created. You can map form fields to Pipedrive fields, add notes, and set a follow-up activity. It suits sites that run several forms feeding one sales pipeline.

Features

• Several record types: A feed can create or update a person, create or update an organization, or create a deal, a lead or an activity in Pipedrive from a single form submission.
• Custom field mapping: Map Gravity Forms fields to Pipedrive fields so the data lands where your sales process expects it, without any coding.
• Linked people and organizations: A deal or lead feed can link a person and an organization created from the same submission. A lead must be linked to at least one of those records.
• Matching and update rules: People are matched by email and organizations by name. Choose whether a match is updated, skipped or ignored so a new record is always created.
• Follow-up activities: Person, organization, deal and lead feeds can also create a follow-up activity, so the sales team has a next step ready after a submission.
• Optional notes: Add notes to the Pipedrive records that any feed creates, giving your team extra context about where the lead came from.
• Configurable deal stages: Control which deal stage new submissions enter, so leads start at the point that fits your workflow.
• Record links on each entry: Pipedrive record IDs are stored on the Gravity Forms entry, along with a note that links to those records for quick checking.

Best for

• Sales teams using Pipedrive with Gravity Forms
• Sites with several lead forms feeding one pipeline
• Agencies connecting client forms to a CRM