Integration for Contact Form 7 and Pipedrive

Description

Contact Form 7 Pipedrive extension sends form submissions from Contact Form 7, Contact Form Entries and many other popular contact form plugins to Pipedrive when anyone submits a form. Learn more at crmperks.com

Contact form 7 Pipedrive integration

  • Go to “Pipedrive Accounts” tab then add new account.
  • Go to “Pipedrive Feeds” tab then create a new feed.
  • Map required pipedrive fields to contact form fields.
  • Send your test entry to pipedrive by clicking “send to pipedrive” button.
  • Go to “Pipedrive Logs” tab and verify status of previously sent entry.

Connect Pipedrive CRM account

Connect any contact form 7 to Pipedrive account by simply entering Pipedrive API key. Additionally, you can connect multiple Pipedrive accounts to Contact Form 7.

Map Pipedrive fields

Select any pipedrive Object then Map pipedrive Object fields to any contact form 7 fields. Plugin displays all pipedrive fields.

Filter contact form 7 submissions

Filter contact form 7 submissions sent to Pipedrive based on user input. For example , send those customers to Pipedrive who check “Subscribe to newsletter” checkbox.

Manually send to Pipedrive

Send contact form 7 submissions to Pipedrive when someone submits a contact form. You can manually send contact form 7 submissions to Pipedrive by clicking “Send to Pipedrive” button.

Pipedrive logs

View a detailed log of each contact form 7 submission Whether sent or not sent to Pipedrive and easily resend contact form 7 submission to Pipedrive.

Send Data As Pipedrive Contact Notes

Send one to many contact form 7 form fields as Pipedrive Object notes when someone submits a contact form on your site.

Create Or Update Contact in Pipedrive

If a Contact already exists in Pipedrive , update it otherwise create a new Contact in Pipedrive.

Premium Version Features.

Following features are available only in premium version Contact Form 7 Pipedrive Pro.

  • Phone number field and all custom fields of Pipedrive.
  • Create Leads in Pipedrive CRM.
  • Create Organizations and Deals in Pipedrive.
  • Assign Organizations and Deals to Contacts in Pipedrive.
  • Assign Owner to Contacts, Organizations and Deals in Pipedrive.
  • Google Analytics Parameters and Geolocation of a visitor who submitted the form.
  • Lookup lead’s email and phone using email and phone lookup apis.
  • 20+ premium addons

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Screenshots

  • Connect Pipedrive Account to contact form 7.
  • Map Pipedrive fields.
  • Pipedrive logs.
  • Manually Send Contact form 7 submission to Pipedrive.
  • Get email infomation of contact form 7 entry from Full Contact(Premium feature).
  • Get Customer geolocation, browser and OS (Premium feature).

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

How to integrate contact form 7 with pipedrive

You can easily integrate contact form 7 with pipedrive by following these steps.

  • Go to Pipedrive Accounts then connect your account.
  • Go to Pipedrive Feeds , select desired Object then map form fields to pipedrive Object fields.
  • Submit a contact form , a new member will added in pipedrive.
  • If you have installed Contact Form Entries plugin then open any entry and click “Send to Pipedrive” button.
  • Go to Pipedrive logs and check if entry was successfully sent to Pipedrive.

Reviews

September 18, 2021
I installed it a few days ago and I'm delighted with this plugin: - Beautiful interface: It's so simple to setup that I didn't need to read any kind of documentation (it is obvious that the builders of this plugin worked hard on the UX/UI to make it as simple as possible while being really powerful at the same time) --> you get the knack of it in less than 10 minutes. - The configuration of the plugin is made really easy by the fact that all Pipedrive fields are shown when a Pipedrive feed is created (no need to go into Pipedrive and copy/paste the internal identifiers for each field), even the custom ones. - You can create as many Pipedrive Feeds as needed (a Feed is a communication channel between CF7 and Pipedrive): define which Pipedrive account to send data to, which fields to map between CF7 and Pipedrive, which type of Pipedrive object to create Lead/Organization/Contact/Deal - You can even create your own custom content (very useful to add more info to a Lead and now who/when/what/etc.) - Worked perfectly with Pipedrive: I create an Organization, then a Contact, then a Lead, and am able in the configuration to link Person and Lead to Organization - Possible to sync any CF7 form to any Pipedrive account - There is a log of the data transfers between CF7 and Pipedrive with status and log info: makes it very easy to debug, and you can even re-launch a sync that didn't go through. - Extras that I liked : possibility to add notes to an object creation in Pipedrive, possibility to add an opt-in on the CF7 form, possibility to disable automatic sync when you want to manually sync yourself, possibility to update an existing entry in Pipedrive, or do nothing if the entry already exist (with the choice of what is the primary key to decide what is an entry that already exist) - The cherry on the cake for me: I had a need that I submitted as a feature request to the authors and it was implemented in less than 24 hours! For me, this plugin (and authors support) deserve a bold and definitive 5 stars! (I wish all WordPress plugins were like this one: simple to configure yet powerful, low maintenance, with the features that matter, and great customer support).
September 2, 2021
Absolutely amazing plugin and worth upgrading to the PRO version. Best wishes, Greg
June 7, 2021
Plugin really helped us automate our front-end process and the customer support is awesome. I had a few issues getting it to work the way I wanted, and customer service continued to help me until I resolved the issue!
Read all 10 reviews

Contributors & Developers

“Integration for Contact Form 7 and Pipedrive” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.1.2

  • added “lead notes” feature.

1.1.1

  • fixed “add field” button not working issue.

1.1.0

  • fixed “debug xss” issue.

1.0.9

  • added “stage id” feature.
  • fixed multiselect field issue.

1.0.8

  • added file upload feature.

1.0.7

  • fixed “set” field.

1.0.6

  • fixed multiple lines issues in notes.

1.0.5

  • fixed “enum and set” fields.

1.0.4

  • fixed lead label issue.

1.0.3

  • fixed custom field options.

1.0.2

  • fixed file field warning.

1.0.1

  • fixed “assign owner” issue.
  • added “Leads” object.

1.0.0

  • Initial release.