The lead needs to go into Deal view not contact view in pipedrive

  • Resolved webnetsterz

    (@webnetsterz)


    6 months, 3 weeks ago

    Hello Team

    I have connected the Contact Form 7 form with the Pipedrive CRM and web form data filled by the customers are going to Pipedrive CRM under Contacts view but I want that data to come under the Lead View. How to do that? Please let me know

    I have checked with the Pipedrive support but they said you are using the wordpress plugin for connection between the contact form 7 and Pipedrive so they can help you in this case. Can you please help me to show the leads in the Deals instead of Contacts.

    Here is the landing page link – https://investormate.com.au/lp/

    Click on the SEE IF I QUALIFY – CLICK HERE there will be a popup that shows the form

    Please help

    Thank you!  

    The page I need help with: [log in to see the link]

Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Author Nasir Ahmed

    (@nasirahmed)

    6 months, 3 weeks ago

    Hello,

    Thank you for reaching out. The basic AFI version only supports adding contacts. AFI Pro supports adding new leads.

    Thread Starter webnetsterz

    (@webnetsterz)

    6 months, 3 weeks ago

    Hello Nasir

    Thanks for the quick response

    Let me know if we purchase the AFI Pro it will add the new leads in Deal view and more features. Please confirm

    Let me know the demo link of it so that we can purchase the Pro version.

    Thank you!

    Thread Starter webnetsterz

    (@webnetsterz)

    6 months, 3 weeks ago

    Hello Nasir,

    Here is the response from the Pipedrive Support regarding the new leads should go to Deals View not as Contacts –

    I’ve went through it with the specialised team however just to mention the Landing page web form is an integration build by a third party developer, we do not have any visibility over the configuration, settings or options available here and this is out of our scope.

    We will do our utmost to help you as much as possible, but it may be more effective to reach out to the developers directly. We would need to see more details of all the options you can see in this page as you scroll down, the places where you can configure the settings: https://prnt.sc/PCxB7GSftXz5

    This is important because again we do not know what all settings are available in the integration and we would have to rely on the information shared by you to assist you further.

    Plugin Author Nasir Ahmed

    (@nasirahmed)

    6 months, 3 weeks ago

    Hello,
    Sorry for the confusion. In the basic AFI plugin, it is nowhere said that it adds leads. Please check the menu, it says “Create New Contact, Organization, Deal, Note, Activity”. As it says “Contact”, it adds contacts. It’s that simple. In the Pro version, there is another option to add Leads.

    We don’t have any demo link, you can purchase a monthly subscription. There is a 30-day money back guarantee; if it doesn’t meet your requirements, you can get a full refund within that time.

    • This reply was modified 6 months, 3 weeks ago by Nasir Ahmed.
    • This reply was modified 6 months, 3 weeks ago by Nasir Ahmed.
    Thread Starter webnetsterz

    (@webnetsterz)

    6 months, 3 weeks ago

    Thanks Nasir for the quick reponse and clarification!

Viewing 5 replies - 1 through 5 (of 5 total)
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