外掛說明
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
螢幕擷圖
Plugin configuration panel 
Mapping form fields to Pipedrive fields 
Example of a form submission in Pipedrive
安裝方式
- 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.
常見問題集
-
How do I integrate a form with Pipedrive?
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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?
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Yes, you can map Gravity Forms fields to Pipedrive fields in the form settings.
使用者評論
這個外掛目前沒有任何使用者評論。
參與者及開發者
變更記錄
1.1.0
- Initial release