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[resolved] Connect directly Pipedrive to Contact Form 7 (3 posts)

  1. HLFH
    Member
    Posted 9 months ago #

    Hi,

    I would like to connect directly Pipedrive CRM to Contact Form 7. Is that something possible? I know it's possible with Gravity Forms

    Without that kind of shareware plugin: https://wordpress.org/plugins/contact-form-7-integrations/

    Do you think we could do that (http://support.pipedrive.com/customer/portal/articles/865126-how-to-create-leads-automatically-from-gravity-forms) with Contact Form 7 too?

    Thanks in advance!!

  2. Takayuki Miyoshi
    Member
    Plugin Author

    Posted 9 months ago #

    Looks interesting. I'll consider it.

  3. HLFH
    Member
    Posted 9 months ago #

    0. ContactUs or Zapier don't send all the data we want to Pipedrive. Happily, we can send in deals using directly Contact Form 7.

    1. Go in Pipedrive -> click on your profile -> Settings -> Functions -> Email API --> Switch to Yes to Enable it.

    (I'm using the French version, so maybe, I'm not 100% right with the wording)

    2. Add a form to CF7. In this contact form, send the first email with "human text" for example to your sales representative. And send the second email to your Email API address (shown in your Settings -> Email API (when enabled).
    It has to be sent in plain text format with JSON code --> http://support.pipedrive.com/customer/portal/articles/1271064-email-api-how-to-send-in-deals-using-a-web-form

    Here is just an example of what you can do:

    [ Moderator note: code fixed. Please wrap code in the backtick character or use the code button. ]

    {
        "item_type": "deal", < Defines the import type. This can be deal, person, or organization
        "stage_id": "11", < Optional. Defines what stage in what pipeline you're importing a deal.
        "title": "[your-organization]: first contact deal", < Defines the title of the imported deal
        "organization": "[your-organization]", < Links deal and person to an organization
        "value": "", < Defines the number of currency units with the deal
        "currency": "EUR", < Defines the currency being used. So in this example it's $110
        "owner": "pipedrive-user@email.com", < Who in your company owns the deal
        "visible_to": "0", < Who sees the deal. 0 is everyone, 1 is owner, 2 is followers only
        "person": { < This is just making sure the info to follow, is attached to the contact
            "name": "[your-name]", < Name of the Person
            "email": "[your-email]", < Defines the email of the Person
            "organization": "[your-organization]", < Defines the Organization to link to the Person
            "phone": "[tel-430]" < Defines the phone number of the Person
        }
    }

    3. Test it. You have to wait 5 minutes, so don't be stressed. You'll see it in your logs tab inside Email API tab, and if there is no error, in the Deals tab.

    4. You could simultaneously use Contact Form 7, Mandrill.com and Pipedrive. https://wordpress.org/plugins/wpmandrill/

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