Plugin
Updated
Everest Forms Pipedrive
Everest Forms Pipedrive is an add-on plugin by WPEverest that connects Everest Forms to Pipedrive, the CRM tool. Each form submission can be sent to your Pipedrive account automatically and saved as a lead or contact, so inquiries from your site land where your sales team already works.
- Version
- 1.0.4
- Released
- May 23, 2024
- Developer
- Everest Forms
- Type
- WordPress plugin
- Requires
- Everest Forms
- Licence
- GPL
- Included in
- Every plan, or $0.79 on its own
What’s new in Everest Forms Pipedrive 1.0.4
Version 1.0.4 · May 23, 2024
Latest
- ImprovedPlugin Updater.
What it does
Copying form entries into a CRM by hand is slow, and it is easy to miss a lead or mistype an email address along the way. This add-on removes that step. When a visitor submits one of your Everest Forms, the data goes straight to Pipedrive, where it becomes a new lead or contact. Because the transfer happens in real time, your CRM reflects the latest inquiries without anyone exporting or pasting records.
It works as an extension of the Everest Forms plugin, which must be active on your site. You choose which form fields match which Pipedrive fields, so names, emails and other details arrive in the right places. You can connect several forms, such as a contact form and a quote request form, and collect the leads from all of them in one CRM. Setup is done through settings, with no coding required.
Best for
- Small businesses using Pipedrive to manage sales leads
- Sales teams that collect inquiries through website forms
- Agencies building Everest Forms sites for Pipedrive clients
Features
Automatic submission syncing
Form entries are sent to Pipedrive as soon as visitors submit them, which removes manual data entry and the typing errors that come with it.
Lead and contact creation
Each submission can create a new lead or contact in your Pipedrive account, ready for your team to review and follow up.
Custom field mapping
Match Everest Forms fields to the corresponding Pipedrive fields so every piece of information lands in the correct place in your CRM.
Multiple form support
Connect more than one form to Pipedrive and gather leads from different pages or sources into a single CRM account.
Real-time data transfer
New submissions reach Pipedrive right away, keeping your CRM current so your team sees fresh inquiries without waiting on imports.
No-code configuration
The connection between Everest Forms and Pipedrive is set up through plugin settings with clear instructions, so no custom code is needed.
Questions about Everest Forms Pipedrive
Do I need Everest Forms for this plugin to work?
Yes. This is an add-on for the Everest Forms plugin, so Everest Forms must be active on your WordPress site. The add-on takes the forms you build there and sends their submissions to your Pipedrive account.
What gets created in Pipedrive when someone submits a form?
Submissions can be turned into new leads or contacts in Pipedrive. You map your form fields to the matching Pipedrive fields, so details such as names and email addresses are stored in the right places for your sales team.
Can I connect more than one form to Pipedrive?
Yes. Multiple forms can be integrated with Pipedrive, which lets you collect leads from different forms across your site, such as contact or quote request forms, in one central CRM.
Will I need to write code to set it up?
No. Connecting Everest Forms to Pipedrive is handled through the plugin's settings, and the configuration comes with clear instructions, so no coding is required.
Is Everest Forms Pipedrive free?
The code of Everest Forms Pipedrive is licensed under the GPL, so anyone may use, change and share it. GPL Feast is a paid service: a plan or a single purchase gives you the download and automatic updates. The developer's own support, licence key and online services are not included.
Which version of Everest Forms Pipedrive is this?
Version 1.0.4, released May 23, 2024. New versions appear here when the developer publishes them, and members get them as automatic updates.
How do I update Everest Forms Pipedrive?
Install the free GPL Feast Updater on your site and connect it with your API key. It installs new versions of Everest Forms Pipedrive automatically and keeps a backup, so you can roll back.
What does Everest Forms Pipedrive need?
Everest Forms Pipedrive needs Everest Forms installed and active.
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