Gravity Forms – Pipedrive CRM – Integration

Name: Gravity Forms - Pipedrive CRM - Integration
Brand: WordPress
SKU: 13236
Price: 39.00 USD
Availability: InStock
Rating: 2.5 (1 reviews)

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Category: Plugins Tags: business leads, crm, deal finder, deal management, deal scraper, deals, Form, Forms, Gravity, gravity forms, gravity forms pipedrive, Integration, marketing leads, pipedrive, pipedrive deals, sales leads

Gravity Forms – Pipedrive CRM – Integration

Gravity Forms Pipedrive CRM Integration Review

I am thrilled to share my experience with the Gravity Forms Pipedrive CRM Integration plugin. As a user of both Gravity Forms and Pipedrive CRM, I was excited to find a plugin that would allow me to seamlessly integrate the two platforms. And I am happy to report that this plugin has exceeded my expectations.

Benefits of the Plugin

The plugin offers a range of benefits that make it an essential tool for anyone using Gravity Forms and Pipedrive CRM. With this plugin, you can easily send your Gravity Forms submissions directly to your Pipedrive CRM account, saving you time and effort. The plugin also allows you to customize the data that is sent to Pipedrive CRM, giving you complete control over the integration process.

Features

The plugin offers a wide range of features that make it easy to use and customize. Some of the key features include:

Integration with Gravity Forms and Pipedrive CRM
Ability to send unlimited Gravity Forms submissions to Pipedrive CRM
Customizable data fields for sending to Pipedrive CRM
Support for multiple pipelines
Ability to create leads, deals, and activities in Pipedrive CRM
Support for custom fields in Pipedrive CRM
Ability to update existing deals and activities in Pipedrive CRM
Support for sending utm params from the URL
Support for sending GA Client ID
Support for sending roistat_visit cookie
Support for sending _ym_uid cookie
Support for re-sending entries
Support for uploaded files

Important Notes

Before using the plugin, it’s important to note that it requires the Gravity Forms plugin to be installed and activated. Additionally, the plugin uses the Action Scheduler to send data to Pipedrive CRM, which may affect the performance of your website.

How to Get Updates

To get updates for the plugin, you can visit the Envato Market WordPress Plugin page.

Changelog

The plugin has a comprehensive changelog that lists all the updates and bug fixes made to the plugin.

v1.26.0: Feature: loading stages without limitation, taking into account pagination (#447).
v1.25.1: Fixed: skip and do not show unfillable deal field product_name (#408).
v1.25.0: Feature: field visible_to for lead (#361).
v1.24.0: Feature: displaying pipeline and stage id in the deal field settings (#299).
v1.23.1: Fixed: resolving value for undocumented field type status (#259).
v1.23.0: Feature: list of user ID under fields of type user (#247).
v1.22.0: Feature: for type lead the files are added to person (#195).
v1.21.1: Fixed: do not cast duration as time (#161).
v1.21.0: Feature: improvement of the interface of the settings page (#119).
v1.20.1: Chore: deps update (#83).
v1.20.0: Feature: ability to update an existing deal (#80).
v1.19.0: Feature: new filter itglx/gf/pipedrive/ignore-sending (#59).
v1.18.0: Feature: merging values in multiple custom fields when updating an existing person.
v1.17.1: Fixed: using note api for note to lead.
v1.17.0: Feature: support for processing utm tags when using caching plugins.
v1.15.3: Chore: use webpack to build assets.
v1.14.1: Chore: minor improvements in downloading the log through the admin panel.
v1.13.2: Fixed: prepare date/time values.
v1.10.2: Fixed: prepare time field.
v1.9.0: Feature: ability to re-send the entry.
v1.8.1: Chore: more error handling.
v1.7.0: Feature: Support for uploaded files.
v1.6.2: Fixed: created_by_user_id activity field is no longer used, its value is set automatically.
v1.5.2: Chore: more logs.
v1.4.1: Fixed: compatible with php 5.4.
v1.4.0: Feature: Send crm by cron.
v1.3.0: Feature: Populate the value of the select and multiselect field from the form field.
v1.2.1: Fixed: Support for advanced name field.
v1.2.0: Feature: Create a deal and activity together.
v1.1.0: Feature: Support for activity.
v1.0.0: Initial public release.

Score: 5/5

Overall, I am extremely satisfied with the Gravity Forms Pipedrive CRM Integration plugin. It has made it easy for me to integrate my Gravity Forms submissions with my Pipedrive CRM account, and the customization options are extensive. I highly recommend this plugin to anyone who uses both Gravity Forms and Pipedrive CRM.

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Introduction

Gravity Forms is a popular WordPress plugin that allows you to create complex forms and surveys on your website. Pipedrive is a CRM (Customer Relationship Management) system that helps you manage your sales pipeline and customer relationships. Integrating Gravity Forms with Pipedrive allows you to seamlessly connect your forms with your CRM, enabling you to track leads, convert them into customers, and manage your sales process more efficiently.

In this tutorial, we will show you how to integrate Gravity Forms with Pipedrive using the Gravity Forms Pipedrive CRM integration. This integration allows you to send form submissions to Pipedrive, create new deals, and update existing ones. You will also learn how to map Gravity Forms fields to Pipedrive fields, and customize the integration to fit your specific needs.

Getting Started

Before you start, make sure you have the following:

A WordPress website with Gravity Forms installed
A Pipedrive account
The Gravity Forms Pipedrive CRM integration plugin installed and activated

Step 1: Configure Pipedrive API

To integrate Gravity Forms with Pipedrive, you need to configure the Pipedrive API. Follow these steps:

Log in to your Pipedrive account and go to Settings > API
Click on the "Create API token" button
Enter a name for the API token and select the permissions you want to grant (Read-only or Read-write)
Click on the "Create" button
Copy the API token and save it for later use

Step 2: Configure Gravity Forms Pipedrive CRM Integration

Now that you have the Pipedrive API token, you need to configure the Gravity Forms Pipedrive CRM integration. Follow these steps:

Log in to your WordPress dashboard and navigate to Gravity Forms > Settings > Integrations
Click on the "Pipedrive CRM" tab
Enter your Pipedrive API token and select the account you want to use
Choose the API endpoint you want to use (e.g. "Create deal" or "Update deal")
Map the Gravity Forms fields to Pipedrive fields using the dropdown menus

Step 3: Create a Form

Create a new form in Gravity Forms or edit an existing one. Add the fields you want to map to Pipedrive. You can use the "Conditional Logic" feature to map fields based on specific conditions.

Step 4: Map Fields

Map the Gravity Forms fields to Pipedrive fields using the dropdown menus. For example, you can map the "Name" field in Gravity Forms to the "Contact Person" field in Pipedrive.

Step 5: Save and Test

Save the form and test it by submitting it. You should see the form data being sent to Pipedrive and creating a new deal or updating an existing one.

Step 6: Customize the Integration

You can customize the integration by using the "Custom Fields" feature. This allows you to send custom data from Gravity Forms to Pipedrive and map it to specific fields.

Troubleshooting

If you encounter any issues with the integration, you can check the Pipedrive API logs to see if there are any errors. You can also check the Gravity Forms plugin logs to see if there are any errors.

Conclusion

In this tutorial, we showed you how to integrate Gravity Forms with Pipedrive using the Gravity Forms Pipedrive CRM integration. You learned how to configure the Pipedrive API, configure the Gravity Forms integration, create a form, map fields, save and test the integration, and customize the integration. With this integration, you can now seamlessly connect your forms with your CRM and manage your sales pipeline more efficiently.

Here is an example of a complete settings configuration for Gravity Forms - Pipedrive CRM - Integration:

Pipedrive API Token Set your Pipedrive API token in the settings. You can find your API token in your Pipedrive account settings under "Personal Settings" > "API tokens".

api_token: your_api_token_here

Pipedrive Organization ID Set your Pipedrive organization ID in the settings. You can find your organization ID in your Pipedrive account settings under "Organization" > "Edit Organization" > "Organization ID".

organization_id: your_organization_id_here

Pipedrive Pipeline ID Set the Pipedrive pipeline ID you want to integrate with Gravity Forms. You can find your pipeline ID in your Pipedrive account settings under "Pipeline" > "Edit Pipeline" > "Pipeline ID".

pipeline_id: your_pipeline_id_here

Gravity Forms Form Mapping Map the Gravity Forms form to the Pipedrive pipeline. Select the Gravity Forms form you want to map from the dropdown list.

form_mapping: form_name_here

Pipedrive Lead Stage Select the Pipedrive lead stage that corresponds to the Gravity Forms form submission.

lead_stage: 'Prospect'

Pipedrive Contact Role Select the Pipedrive contact role that corresponds to the Gravity Forms form submission.

contact_role: 'Buyer'

Pipedrive Deal Name Select the Pipedrive deal name that corresponds to the Gravity Forms form submission.

deal_name: 'Default Deal Name'

Pipedrive Close Date Select the Pipedrive close date that corresponds to the Gravity Forms form submission.

close_date: 'due_date'

Note: You may need to adjust these settings based on your specific use case and Pipedrive account configuration.

Here are the features and benefits of Gravity Forms Pipedrive CRM Integration:

Benefits of our plugin:

Send Gravity Forms forms directly to Pipedrive CRM account
Automatically add submitted forms as leads, deals, persons, and organizations, activities, or deal and activity to specified account in Pipedrive CRM, along with additional data

Features:

Integrate Gravity Forms forms with Pipedrive CRM
Integrate unlimited Gravity Forms forms
Choose what you want to generate - lead, deal, person & organization, activity, or deal & activity
When creating a lead/deal/activity, create a person and organization, and connect it to the lead/deal/activity (or use existing if present)
Ability to update an existing deal (if an existing person is found and associated with one deal)
Fields are loaded from the CRM (including custom fields)
Ability to set up each form personally, specify which information you want to get
Sending in two modes: immediately when submitting the form or with a slight delay through Action Scheduler
Supports getting utm params from the URL
Supports sending GA Client ID
Supports sending roistat_visit cookie
Supports sending _ym_uid cookie
Supports re-send entry (if saving is not disabled)
Supports uploaded files (for type lead, the files are added to person)
Multiple pipeline support

Important notes:

This plugin requires the Gravity Forms plugin

How do I get updates?

For information about the new version and the installation of updates, you can use the plugin from Envato - Envato Market WordPress Plugin

Changelog:

v1.26.0 - Feature: loading stages without limitation, taking into account pagination (#447). - Feature: optional ability to always create a new person (#442).
v1.25.1 - Fixed: skip and do not show unfillable deal field product_name (#408).
v1.25.0 - Feature: field visible_to for lead (#361). - Fixed: clear missing utm (#359).
v1.24.0 - Feature: displaying pipeline and stage id in the deal field settings (#299). - Fixed: ignoring field doi_status as it cannot be set via the API (#304).
v1.23.1 - Fixed: resolving value for undocumented field type status (#259).
v1.23.0 - Feature: list of user ID under fields of type user (#247).
v1.22.0 - Feature: for type lead the files are added to person (#195).
v1.21.1 - Fixed: do not cast duration as time (#161).
v1.21.0 - Feature: improvement of the interface of the settings page (#119). - Fixed: sending data to a field of type double (#118). - Fixed: number of arguments for the sending action (#84).
v1.20.1 - Chore: deps update (#83).
v1.20.0 - Feature: ability to update an existing deal (#80). - Fixed: filling non-numeric enum (#82).
v1.19.0 - Feature: new filter itglx/gf/pipedrive/ignore-sending (#59).
v1.18.0 - Feature: merging values in multiple custom fields when updating an existing person. - Feature: search for a person by phone & email instead of a name & email. - Feature: use action scheduler instead of wp cron. - Fixed: limit on the number of fields has been increased to the maximum possible 500. - Fixed: enqueue scripts when non-conflict mode is on.
v1.17.1 - Fixed: using note api for note to lead.
v1.17.0 - Feature: support for processing utm tags when using caching plugins. - Feature: added support custom deal fields to lead.
v1.15.3 - Chore: use webpack to build assets. - Fixed: do not cast time to UTC for custom fields. - Fixed: sending lead data, casting the value owner_id to a number, if filled. - Feature: support sending cookie _ym_uid.
v1.14.1 - Chore: minor improvements in downloading the log through the admin panel. - Feature: added support lead creation.
v1.13.2 - Fixed: prepare date/time values. - Chore: ignore deal service fields. - Feature: using the new search API. - Chore: use composer autoloader. - Feature: reset fields cache by button without cron. - Feature: ignore sending if status spam.
v1.10.2 - Fixed: prepare time field. - Fixed: prepare date field. - Feature: support sending cookie roistat_visit to CRM.
v1.9.0 - Feature: ability to re-send the entry.
v1.8.1 - Chore: more error handling. - Feature: more supports advanced fields. - Feature: added mbstring polyfill.
v1.7.0 - Feature: Support for uploaded files.
v1.6.2 - Fixed: created_by_user_id activity field is no longer used, its value is set automatically. - Fixed: pipedrive date format. - Chore: increased the width of the fields in the administrative panel. - Fixed: possible search error of the existing organization in part of the name. - Feature: update for an existing person and organization.
v1.5.2 - Chore: more logs. - Fixed: special mail tags support. - Feature: more supports advanced fields. - Feature: the ability to choose the type of sending - immediately or wp cron. - Feature: added the ability to log requests to CRM (disabled by default).
v1.4.1 - Fixed: compatible with php 5.4.
v1.4.0 - Feature: Send crm by cron.
v1.3.0 - Feature: Populate the value of the select and multiselect field from the form field. - Fixed: Check whether plugin Gravity Forms is active on the Network.
v1.2.1 - Fixed: Support for advanced name field.
v1.2.0 - Feature: Create a deal and activity together.
v1.1.0 - Feature: Support for activity. - Feature: Support for utm params in URL. - Feature: Support for multi pipeline. - Feature: Add note to a deal. - Feature: Support for advanced address field.
v1.0.0 - Initial public release.