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.
Learn MoreGravity Forms to Pipedrive CRM
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 […]
Learn MoreCreating 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 […]
Learn MoreSynchronising Data from Pipedrive
This tutorial covers how to pull data from Persons, Organisations, Activity Types or Custom Fields in Pipedrive, directly into your form.
Learn MoreCustomised 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 […]
Learn MoreDuplication Detecting
Learn about the new duplicate testing in Gravity Forms to Pipedrive CRM – version 2.8
Learn MoreHow 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.
Learn MoreRefreshing 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.
Learn MoreCreate 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.
Learn MoreSetting 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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