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WS Form PRO - Pipedrive

by WS Form PRO wsform.com v1.1.5 Unlimited sites

This is an add-on plugin by WS Form that connects WS Form PRO to your Pipedrive CRM. When a visitor submits a form on your WordPress site, the details are pushed to your Pipedrive account, so new leads land in your CRM without anyone copying them over by hand.

Version
1.1.5
Released
Oct 1, 2024
Developer
WS Form PRO
Type
WordPress plugin
Licence
GPL
Included in
Every plan, or $2.39 on its own

What’s new in WS Form PRO - Pipedrive 1.1.5

Version 1.1.5 · Oct 1, 2024 Latest
  • FixedPHP deprecated warning

What it does

Copying contact details from form emails into a CRM takes time and invites typos. This add-on removes that step. You link your forms to Pipedrive, match each form field to the right Pipedrive field, and submissions are sent across as they come in. The data can go to contacts, and also to deals, organizations and other Pipedrive entities, which keeps your records organized from the first touch.

It fits sites that already use WS Form PRO for lead capture and run their sales process in Pipedrive. You can connect several forms across the site, use conditional logic to decide when data is sent, and set rules that assign incoming leads to specific sales reps or pipelines. Setup happens in an interface that needs no coding, and you get notified if a submission fails to sync, so nothing slips through quietly.

Best for

  • Businesses running their sales pipeline in Pipedrive
  • WordPress sites using WS Form for lead capture
  • Agencies setting up CRM-connected forms for clients

Features

Automatic Pipedrive syncing

Form submissions are sent to your Pipedrive account as they arrive, so new leads appear in your CRM without manual data entry.

Custom field mapping

Match each form field to the matching Pipedrive data field so names, emails and other details end up in the right place on each record.

Multiple forms supported

Connect several forms across your website to Pipedrive and collect all of that customer data in one CRM account.

Conditional logic control

Decide when and how data is sent to Pipedrive based on how visitors answer or on specific conditions within the form.

Lead assignment rules

Set up rules that route incoming leads to particular sales reps or pipelines inside Pipedrive, which keeps follow-up organized.

Several Pipedrive entities

Push submission data to contacts, deals, organizations and other Pipedrive modules instead of limiting it to a single record type.

Sync failure notifications

Receive alerts when a submission fails to reach Pipedrive, so you can fix the problem and avoid losing lead information.

No coding required

A user-friendly interface lets you connect WS Form PRO to Pipedrive and configure the integration without writing any code.

Questions about WS Form PRO - Pipedrive

Can submissions create deals and organizations, or only contacts?

The integration can push form data to contacts as well as deals, organizations and other Pipedrive entities. That lets a single submission build out the related records your sales team needs, depending on how you map your fields.

Can I send data to Pipedrive only for certain responses?

Yes. Conditional logic lets you control when and how data is sent based on visitor answers or specific form conditions. For example, you could sync only submissions where someone requests a quote.

What happens if a submission doesn't reach Pipedrive?

The add-on includes error handling and notifications. If a submission fails to sync, you are alerted, which gives you a chance to resolve the issue and keep the lead data from being lost.

Can leads be assigned to specific people on my team?

You can configure rules that assign incoming leads to particular sales reps or pipelines within Pipedrive, so each new inquiry goes to the right person or stage automatically.

Is WS Form PRO - Pipedrive free?

The code of WS Form PRO - 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 WS Form PRO - Pipedrive is this?

Version 1.1.5, released Oct 1, 2024. New versions appear here when the developer publishes them, and members get them as automatic updates.

How do I update WS Form PRO - Pipedrive?

Install the free GPL Feast Updater on your site and connect it with your API key. It installs new versions of WS Form PRO - Pipedrive automatically and keeps a backup, so you can roll back.

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