Gravity Forms to Pipedrive CRM

Setting Deal Titles – Help for WordPress

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

Read documentation

The title of the deal is an important field to setup. From version 2.5 we have improved how this works. Now you can specify a title using a combination of plain text and a number of fields that are in your Gravity Form.

More documentation for Gravity Forms to Pipedrive 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.

View documentation

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

View documentation

Mapping address fields

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

View documentation

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.

View documentation

Resending data to pipedrive

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

View documentation

Support for the Gravity Forms Quiz add on

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

View documentation

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.. )

View documentation

Managing duplicate records

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

View documentation

Customising Deal Titles

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

View documentation

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.. )

View documentation

Using Pipedrive’s Picture (avatar) field

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

View documentation

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.

View documentation

Stripe payment integration

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

View documentation

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.

View documentation

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)

View documentation

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.

View documentation

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…

View documentation

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…

View documentation

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.

View documentation

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…

View documentation

Duplication Detecting

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

View documentation

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.

View documentation

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.

View documentation

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.

View documentation