説明
This plugin integrates Gravity Forms with Pipedrive CRM, allowing you to send form submissions directly to Pipedrive.
This will create in Pipedrive :
- A new person
- A new lead attached to the person
- A new note attached to the lead
- A new activity attached to the lead and the person
If the person already exists in Pipedrive, the plugin will update the person with the new information.
Features
- Send form submissions to Pipedrive
- Create a new person, lead, note and activity
- Update an existing person in Pipedrive
- Map form fields to Pipedrive fields
スクリーンショット
Plugin configuration panel 
Mapping form fields to Pipedrive fields 
Example of a form submission in Pipedrive
インストール
- Download the plugin zip file from WordPress.org or install it directly from the WordPress admin.
- In the WordPress admin, go to the “Plugins” menu and click “Add New”.
- Click “Upload Plugin” and select the downloaded zip file (if you downloaded the zip file).
- Activate the plugin through the “Plugins” menu in WordPress.
FAQ
-
How do I integrate a form with Pipedrive?
-
After activating the plugin, go to the Gravity Forms settings and configure the Pipedrive integration by providing your Pipedrive API key.
Then, go to the form settings and add the Pipedrive feed to the form and configure the settings.
-
Can I map form fields to Pipedrive fields?
-
Yes, you can map Gravity Forms fields to Pipedrive fields in the form settings.
評価
このプラグインにはレビューがありません。
貢献者と開発者
BSW Integration for Gravity Forms and Pipedrive はオープンソースソフトウェアです。以下の人々がこのプラグインに貢献しています。
貢献者
変更履歴
1.5.4
- Changement du nom du plugin pour respecter les guidelines de WordPress
1.5.3
- Changement du nom du plugin pour respecter les guidelines de WordPress
1.5.2
- Compatibilité avec WordPress 6.9
1.5.0
- activation des logiques conditionnelles
- ajout d’un champ
personal_api_token - transformation du champ
noteen un wysiwyg avec insertion de merge tags
1.1.0
- Initial release