BSW Integration for Gravity Forms and Pipedrive

描述

This plugin integrates Gravity Forms with Pipedrive CRM, allowing you to send form submissions directly to Pipedrive.

This will create in Pipedrive :

  • A new person
  • A new lead attached to the person
  • A new note attached to the lead
  • A new activity attached to the lead and the person

If the person already exists in Pipedrive, the plugin will update the person with the new information.

Features

  • Send form submissions to Pipedrive
  • Create a new person, lead, note and activity
  • Update an existing person in Pipedrive
  • Map form fields to Pipedrive fields

屏幕截图

  • Plugin configuration panel
  • Mapping form fields to Pipedrive fields
  • Example of a form submission in Pipedrive

安装

  1. Download the plugin zip file from WordPress.org or install it directly from the WordPress admin.
  2. In the WordPress admin, go to the “Plugins” menu and click “Add New”.
  3. Click “Upload Plugin” and select the downloaded zip file (if you downloaded the zip file).
  4. Activate the plugin through the “Plugins” menu in WordPress.

常见问题

How do I integrate a form with Pipedrive?

After activating the plugin, go to the Gravity Forms settings and configure the Pipedrive integration by providing your Pipedrive API key.

Then, go to the form settings and add the Pipedrive feed to the form and configure the settings.

Can I map form fields to Pipedrive fields?

Yes, you can map Gravity Forms fields to Pipedrive fields in the form settings.

评价

此插件暂无评价。

贡献者及开发者

「BSW Integration for Gravity Forms and Pipedrive」是开源软件。 以下人员对此插件做出了贡献。

贡献者

更新日志

1.5.4

  • Changement du nom du plugin pour respecter les guidelines de WordPress

1.5.3

  • Changement du nom du plugin pour respecter les guidelines de WordPress

1.5.2

  • Compatibilité avec WordPress 6.9

1.5.0

  • activation des logiques conditionnelles
  • ajout d’un champ personal_api_token
  • transformation du champ note en un wysiwyg avec insertion de merge tags

1.1.0

  • Initial release