Plugin
Updated
Pipeline Deals CRM
Ninja Forms Pipeline Deals CRM by Stuart Sequeira is a WordPress plugin that connects your Ninja Forms to Pipeline CRM. Each form submission can create records for people, companies, deals, tasks and notes in your CRM account, so your team stops copying leads over by hand.
- Version
- 3.0.2
- Released
- Jan 31, 2023
- Developer
- Ninja Forms
- Type
- WordPress plugin
- Requires
- Ninja Forms
- Licence
- GPL
- Included in
- Every plan, or $5.59 a year on its own
What’s new in Pipeline Deals CRM 3.0.2
Version 3.0.2 · Jan 31, 2023
Latest
- FixedBug Fixes: Ensures form builder displays in PHP 8
What it does
Many sales teams collect leads through website forms and then retype those details into their CRM. That manual step takes time and invites typos, and custom-built connections between a form and a CRM can be fragile. This add-on for Ninja Forms gives you a direct link instead. When a visitor submits a form, the data goes into Pipeline CRM automatically, so contacts and deals are waiting for your team without anyone touching a spreadsheet.
Setup happens inside the Ninja Forms builder. You map your form fields to Pipeline CRM data points, including standard records such as Person, Company, Deal, Task and Note, plus any custom fields you have set up in your account. You can also pass hidden values through a form, which helps you apply consistent naming and internal tags behind the scenes. Ninja Forms is required, and the plugin fits any WordPress site that already uses it for lead capture.
Best for
- Sales teams that manage leads in Pipeline CRM
- Business sites using Ninja Forms for contact or quote forms
- Agencies connecting client lead forms to Pipeline CRM
Features
Direct Pipeline CRM connection
Form submissions from Ninja Forms are sent straight into your Pipeline CRM account, replacing manual data entry and homemade integrations between the two systems.
Standard record mapping
Map form fields to Person, Company, Deal, Task and Note records in Pipeline CRM, so a single submission can fill in several parts of your pipeline.
Custom field support
Connect form fields to custom fields you have created in Pipeline CRM, keeping the extra data your sales workflow depends on intact.
Hidden data transfer
Send hidden, non-visible values along with each submission to apply naming conventions, sources or internal labels without adding fields visitors have to fill in.
Automatic record population
Pipeline CRM records are filled in from form data as entries come in, which cuts down on retyping and the errors that come with it.
Setup inside the form builder
Configuration lives in the Ninja Forms builder you already use, so mapping fields is approachable even if you do not write code.
Questions about Pipeline Deals CRM
Do I need Ninja Forms to use this plugin?
Yes. This is an add-on for Ninja Forms, so the Ninja Forms plugin must be active on your site. You build your forms there as usual and then map their fields to Pipeline CRM within the same form builder.
What kinds of records can it create in Pipeline CRM?
You can map form fields to Person, Company, Deal, Task and Note records. That means one submission can add a contact, link it to a company, open a deal and attach a follow-up task or note for your team.
Can I send data to custom fields in my CRM account?
Yes. Along with the standard records, you can map form fields to custom fields you have set up in Pipeline CRM, which helps when your sales process tracks details beyond the defaults.
Can I add information visitors do not see on the form?
Yes. The plugin can pass hidden values with each submission. Teams use this to apply consistent naming, mark lead sources or tag entries for internal processes without showing extra fields to the person filling out the form.
Is Pipeline Deals CRM free?
The code of Pipeline Deals CRM 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 Pipeline Deals CRM is this?
Version 3.0.2, released Jan 31, 2023. New versions appear here when the developer publishes them, and members get them as automatic updates.
How do I update Pipeline Deals CRM?
Install the free GPL Feast Updater on your site and connect it with your API key. It installs new versions of Pipeline Deals CRM automatically and keeps a backup, so you can roll back.
What does Pipeline Deals CRM need?
Pipeline Deals CRM needs Ninja Forms installed and active.
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