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Marketing Automation
Marketing Automation

 

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How to link your custom contact form without Zapier.

Looking for Integration of your forms (CF7, Planso, WPforms,...) on wordpress with Pipedrive?

Advanced Form Integration plugin on wordpress allows you to integrate your usual contact forms with Pipedrive CRM. When a user fills a form on your website, the plugin will send the data to your Pipedrive account and create Contact, Organization, Deal, Note, and Activity. You can also add custom fields like URL of page visited when completing the form. Supported Features Create Contact, Organization, Deal, Note and … You keep trace in google analytics by using Contact form native to wordpress. It works via Pipedrive API and... (More)

Voted for I use XXXXXXXX

@Steve4 use Integromat!

Integromat should be able to handle everything you need including webhooks, if you hit a roadblock with built in pipedrive endpoints it also lets you use a custom http module for very creative workflows. It is far superior to Zapier.
 

With integromat I run hundreds of thousands of operations monthly, error handling is amazing.
 

If you describe what you need to do I can tell you if it's possible with integromat.

James Bowie
Private Lender & Real Estate Investor

Need a Lead Routing Feature

No matter how much we use Pipedrive, the one feature that our team can't seem to solve is Contact based lead routing.

For our workflow, each new "lead" that comes in is a Contact. If we gain traction with the contact, we create a deal later. We don't use "Leads" feature yet, but even if we did, it would not change our workflow. It all starts with the Contact.

  • We have tried 3rd party apps, but they only route Deals, not Contacts, and have no plans to change that. We tried setting up a Zap that would create a... (More)