Formidable Forms to Zoho CRM

Customising Deal Titles

Learn how to customised the deal title when sending data into Pipedrive with our WordPress plugins.

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When using our Pipedrive plugins you have the ability to build a custom deal title. It can use a combination of text and available fields from your form.

Watch this short video to see how it’s done.

More documentation for Formidable Forms to Zoho CRM

Tips for Mapping Your Form Fields to Your CRM

When first setting up field mapping between a form plugin and a CRM (like Pipedrive or Zoho etc.) getting the field values correct is a must. This quick article shows you how.

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How to Find Your Pipedrive API Key

Watch this quick video to learn how to find your Pipedrive CRM API key. This is used to connect our WordPress plugins to your Pipedrive account

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Mapping address fields

Our plugin Gravity Form to Pipedrive CRM now supports advanced address fields in Pipedrive

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Feed duplication feature

Pipedrive form mapping feeds are now duplicated when alongside a form when it is duplicated, watch a quick demonstration on how this works.

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Resending data to pipedrive

Resubmit data from Gravity Forms to Pipedrive - after the forms has already been submitted.

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Support for the Gravity Forms Quiz add on

Gravity Forms to Pipedrive CRM now supports quiz fields from the Gravity Forms Quiz add on

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Returning data from Pipedrive CRM to WordPress

When posting data into Pipedrive CRM from WordPress, our plugin can retrieve the IDs of the various objects (leads, people etc.. )

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Managing duplicate records

Learn how to enable duplicate record detection for records when they are submitted into your Zoho CRM account

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Multiple File Upload Fields

From version 3.9 of our plugin we now support multiple file upload for each data type (Organisation, People, Deals etc.. )

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Using Pipedrive’s Picture (avatar) field

New support for Pipedrive's picture field, this was added to our plugin in version 3.9

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Using debug mode – Gravity Forms to Pipedrive CRM

In this article you can learn how to enabled debug mode for our plugin Gravity Forms to Pipedrive.

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Stripe payment integration

This document shows you how to add Stripe Integration into your Gravity Forms to Pipedrive CRM setup.

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Pipedrive Marketing Status – map this field

In this article you will learn how to set the Pipedrive marketing status field when sending new contacts to your Pipedrive CRM setup.

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Populating fields with Pipedrive CRM data

In this tutorial you'll see how to automatically populate form fields with data from your Pipedrive CRM account

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Create Leads or Deals in Pipedrive?

Learn how to create a lead in your Pipedrive account. This is a new feature that is avaialble as of version 3.3 of Ninja Forms to Pipedrive CRM.

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Working with Pipedrive CRM Leads module

Our WordPress plugin now supports the new Pipedrive CRM Lead module. Read on for details on how to use (new in version 3.0)

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Populating fields form Zoho CRM

Learn how to populate formidable form fields with data from your Zoho CRM account. A new feature in version 2.8.

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Assigning a lead owner in Zoho CRM

Learn how to assign a lead owner when you lead is created in Zoho CRM.

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Map multiple fields into one note

From version 2.9.1 of Gravity Forms to Pipedrive CRM, you can now combine a number of fields into the one note field. Previously, setting multiple fields would result in a note for each field being created. Look for the new checkbox (see below) next to the notes field.

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How to setup form mapping

In this tutorial let’s look at how to setup a form in Ninja Forms, to automatically send data into your Pipedrive account. If you’ve not already setup your Pipedrive API and licence key, review the getting started guide here. Choose a form Let’s assume that you already have a form setup in Ninja forms, select…

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Ninja Forms to Pipe Drive CRM – documentation

Plugin setup guide Our Ninja Forms add-on for Pipedrive CRM uses the secure Pipdrive API to communicate and insert information into your Pipedrive CRM account. Before you setup forms to send data into Pipedrive you will need to visit the settings page for the plugin and configure this API connection and your licence key for this…

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Connecting to your Zoho Account

This article provides a step by step guide for authentication with Zoho CRM using our WordPress plugins (Gravity Forms to Zoho CRM or Formidable Forms to Zoho CRM)

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Working with Pipedrive Products

Version 2.9 of our plugin adds support for Pipedrive Products. bladfbla abla Enable Products in your Pipedrive account Important! There are different levels of account with Pipedrive, to make use of the Products feature you need to be using the Gold level. Get started by visiting the Settings section of your Pipedrive account. From there…

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Creating Activities

Version 2.8 of the plugin brings support for Pipedrive activities (calls, meetings, tasks etc..) These can be created when a new deal is inserted into your CRM to remind your team to followup a new enquiry. How it works In the Feed Settings menu, under the new “Feed Behaviour” option you can choose to insert…

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Synchronising Data from Pipedrive

This tutorial covers how to pull data from Persons, Organisations, Activity Types or Custom Fields in Pipedrive, directly into your form.

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Customised Deal Titles

As of version 2.5 we now support multiple fields being mapped to the deal title, so you can fully customise your deal titles! As you can see above, you can concatenate together as many fields as you like. Each field that you select is added to the deal title. You can also add any combination…

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Duplication Detecting

Learn about the new duplicate testing in Gravity Forms to Pipedrive CRM - version 2.8

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How it Works: Organisation ID

In this piece of documentation, we explain the behaviour of the Organisation ID field and how it associates with deals in Pipedrive.

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Refreshing WordPress Cached Settings – Pipedrive CRM

In this tutorial, we teach you how to clear your Piepdrive data cache in order to show any changes made.

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Create a Contact in Pipedrive without a Deal – Pipedrive Tutorial

In this tutorial, we teach you how to set a form to create a contact in Pipedrive, without creating a deal.

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Setting Deal Titles – Help for WordPress

In this tutorial we teach you how to change the default value of the deal created in Pipedrive.

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Formidable Forms to Zoho CRM – documentation

Basic plugin setup Install the plugin and activate it in the WordPress dashboard. As soon as the plugin is activated you will see a new menu item Forms to Zoho CRM in the Formidable dashboard menu. Here you will find the settings for the plugin. Begin by entering your licence key. After your purchase you…

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