Connect WordPress forms with PipeDrive with this plugin. Submit these filled forms from your WordPress to PipeDrive Sales CRM.
Steps to follow
The steps to follow to manage this plugin are very simple:
- Install a forms plugin in your WordPress. We currently support GravityForms, ContactForm7 and WooCommerce.
- Install our FormCRM plugin from the official WordPress repository.
- Download our plugin to your WordPress installation.
- Use the settings of each form plugin, select PipeDrive, and add the Rest API token, which you can obtain manually from the PipeDrive web app by going to the account name (top right) > Company Settings > Personal Preferences > API, or by clicking here.
- In each form, you will need to go to its FormsCRM settings, to establish the relationship between the PipeDrive fields and the fields of your form.
- And now you have it! Every time a form is filled out, it will go directly to PipeDrive.
What is PipeDrive?
PipeDrive is the first CRM platform built by sellers for sellers.
With this CRM you store the information of your company’s current and potential clients, as well as their activities, points of contact, calls, visits, etc.
Developed around sales to successfully close as many as possible. It is based on programming, completing and following up on these.
It is a very easy-to-use CRM focused on all the necessary actions to achieve the company’s objectives.
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