Version 3.4 available now!!
Today we have a new version of our Pipedrive WordPress plugin for Ninja Forms. Version 3.4 is a free upgrade for all users with a current licence. Visit the plugin or update section of WordPress and look for the new version there. If you need to renew a licence you can do that by entering your licence key on the checkout page, or chat to our support team.
Continue reading to learn what is new!
Populate fields with data from Pipedrive CRM
If you’re working with select or checkbox fields in your Ninja Forms you might like to have the values for these fields automatically populated from the corresponding field in your CRM. When edit a field (the one in the screen capture below is a select field) you will see a new option to link it to a field from your CRM. This might be one of the main fields in the CRM or a custom field that you have added.
The options in the select field will then be updated to match what you have in the attached field.
If you’d like to learn more about this view the tutorial on populating data from the CRM here.
Labels for people and organisations
In your Pipedrive CRM setup, organisations and people can have labels assigned to them. The screen capture here shows it in action for a contact record, Darth is a cold lead!
You can now setup these labels when creating organisations and leads from Ninja Forms entries.
The screen capture below show the origination section of a field mapping, all of the labels available, even custom labels that you have created in your CRM account will now be options for you.
This update also has a new email notification tool. If data fails to be inserted in your CRM account the plugin will now generate an email message and send it to the admin email address configured in WordPress. This will help you understand what is causing the problems as you’re setting up your system but also help you monitor it going forward.
We are doing more work around the debugging information in the plugin in the next version, so look out for that, coming soon!