WS Form PRO - Pipedrive

Typing form entries into a CRM by hand takes time and invites mistakes. This extension for WS Form PRO removes that step. When a visitor sends a form, the details are passed to Pipedrive and stored as lead records, ready for your team to act on.

You choose how the data arrives. Map each form field to a Pipedrive field, connect more than one form on your site, and send data to contacts, deals, organizations and other Pipedrive modules. The interface needs no coding, so a small business owner and a sales team can both set it up without a developer.

Features

• Form submissions sync to Pipedrive: Submissions from your WS Form PRO forms are sent to your Pipedrive account automatically, so each lead is captured without anyone entering it manually.
• Real-time data transfer: Lead information moves from your website form to Pipedrive as soon as it is submitted, which lets your team follow up while the inquiry is fresh.
• Custom field mapping: Match each form field to a specific Pipedrive data field so lead records arrive organized and accurate, with details in the places your team expects.
• Multi-form support: Connect several forms across your website to Pipedrive and keep all of your customer data together in one place.
• Conditional logic control: Decide whether a submission goes to Pipedrive by setting rules around what visitors answer or other conditions in the form.
• Automatic lead assignment: Set rules that route incoming leads to particular sales reps or pipelines in Pipedrive, which keeps your workflow organized.
• Multiple Pipedrive entities: Send data to contacts, deals, organizations and other Pipedrive modules, so one form can feed several parts of your CRM.
• Failure alerts and notifications: Get notified when a submission fails to sync, so you can fix the problem quickly and avoid losing lead data.

Best for

• Small businesses collecting leads through website forms
• Sales teams that manage their pipeline in Pipedrive
• WS Form PRO users who want less manual data entry