Pipedrive For Gravity Forms

Connect Pipedrive Account

Easily connect Gravity Forms to Pipedrive using secure OAuth 2.0 authentication. You can link multiple Pipedrive accounts to Gravity Forms, allowing for seamless data management across different forms and CRM instances.

Pipedrive Feeds

Set up feeds to automatically send Gravity Forms submissions directly to Pipedrive. Choose any Pipedrive module, such as Deals, People, Organizations, or Activities, and map your form fields to the corresponding Pipedrive fields. You can map multiple form fields to a single Pipedrive field, giving you flexible data mapping options.

Pipedrive Fields

This addon supports all types of Pipedrive fields, including text, dropdowns, multi-selects, and custom fields. You can import field options from Pipedrive directly into your Gravity Forms, ensuring accurate and consistent data mapping.

Filter Gravity Forms Entries

Decide whether to send all form submissions to Pipedrive or filter entries based on specific criteria. For example, you can set conditions to only send entries to Pipedrive if they meet specific requirements, such as a certain deal stage or contact location.

Manually Send Entries to Pipedrive

Automatically send Gravity Forms submissions to Pipedrive upon form submission, or manually push specific entries whenever you need. This feature gives you full control over the data transfer process.

Pipedrive Submission Logs

Access detailed logs for each Gravity Forms submission, showing the status of whether an entry was successfully sent to Pipedrive. You can also easily resend any entries that may have failed, ensuring no important data is missed.

Full Synchronization

All Gravity Forms entries stay synchronized with Pipedrive. If any updates are made to an entry in Gravity Forms, the corresponding record in Pipedrive will be updated automatically, keeping your CRM records current.

Error Reporting

Receive email notifications if any errors occur during data transfer to Pipedrive. These notifications include detailed error information, allowing you to troubleshoot and resolve issues promptly.

Send Data as Notes

Send multiple form fields as notes within Pipedrive entities, such as Deals or Contacts. This allows you to append detailed form information directly to relevant records, enriching your CRM data and improving team collaboration.