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Gravity Forms to Pipedrive CRM

Customising Deal Titles

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

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More help for this plugin:
Formidable Forms to Zoho CRM, Gravity Forms to Pipedrive CRM, Ninja Forms to Pipedrive CRM

Multiple File Upload Fields

file upload field

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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More help for this plugin:
Gravity Forms to Pipedrive CRM

Using Pipedrive’s Picture (avatar) field

Pipedrive's new picture field

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

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More help for this plugin:
Gravity Forms to Pipedrive CRM

Using debug mode – Gravity Forms to Pipedrive CRM

Debug Mode Gravity Forms to Pipedrive

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

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More help for this plugin:
Gravity Forms to Pipedrive CRM

Stripe payment integration

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

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More help for this plugin:
Gravity Forms to Pipedrive CRM

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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More help for this plugin:
Formidable Forms to Pipedrive CRM, Gravity Forms to Pipedrive CRM, Ninja Forms to Pipedrive CRM

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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More help for this plugin:
Gravity Forms to Pipedrive CRM

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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More help for this plugin:
Gravity Forms to Pipedrive CRM

Working with Pipedrive Products

Setting Products in Pipedrive

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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More help for this plugin:
Gravity Forms to Pipedrive CRM

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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More help for this plugin:
Gravity Forms to Pipedrive CRM

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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More help for this plugin:
Gravity Forms to Pipedrive CRM

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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More help for this plugin:
Gravity Forms to Pipedrive CRM

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