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Pipedrive
Premium

Pipedrive

Create Pipedrive deals, assign people and organizations, and map form data your way.

How to Integrate Forms with Pipedrive in WordPress

Turn form submissions into Pipedrive deals faster

Connect your forms in WordPress to Pipedrive and push new deals to a selected pipeline and stage using a WS Form action.

You can also create new forms from your Pipedrive pipelines in a single click. WS Form builds the form and configures it so it is ready to use immediately.

For existing forms, add the Pipedrive action and map your fields to deal, organization, and person fields. You can also use custom mapping, add notes, and apply deduplication options when a deal is added.

  • Create deals automatically

    Push new deals to a chosen Pipedrive pipeline and stage from a WS Form action.

  • Single-click form creation

    Create new forms from your Pipedrive pipelines in a single click on the add form page.

  • Flexible field mapping

    Map form fields to Pipedrive fields, use custom values or WS Form variables, and add notes.

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  • I’ve used this for over two years and was excited by the flexibility, integrations with other software, and ease of use.

    Elisabeth
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  • Does everything you would want it to do and so much more. Support is outstanding.

    ycits

Frequently Asked Questions

How do I integrate WordPress with Pipedrive using WS Form?

Connect WS Form to Pipedrive in the Pipedrive settings tab, then either create a form from a Pipedrive pipeline or add the Pipedrive action to an existing form. For full setup steps, see the Pipedrive guide.

What can the Pipedrive add-on do?

It lets you push new deals to a Pipedrive pipeline and stage using a WS Form action. It can also create new forms from your Pipedrive pipelines in a single click.

Can I create a form from Pipedrive automatically?

Yes. On the Add New page, select the Pipedrive tab, choose a pipeline, select a stage, and WS Form creates the form for you.

Can I use an existing form with Pipedrive?

Yes. You can add the Pipedrive action to any form created in WS Form and submit it to a Pipedrive object when a user saves or submits their form.

What fields can I map to Pipedrive?

You can map your form fields to corresponding deal, organization, or person fields in Pipedrive. At minimum, one field must be mapped for each object type used: Deal Title, Organization Name, or Person Name.

Does the add-on support custom mapping?

Yes. Custom mapping lets you set a Pipedrive field to a value you choose, including WS Form variables.

Can I add notes in Pipedrive from a form submission?

Yes. You can add notes and choose whether each note is attached to the deal, organization, person, or more than one of those objects.

Does WS Form support deduplication for Pipedrive deals?

Yes. When a deal is added, you can choose deduplication by Organization Name, Person Name, Person Email, or Deal Title.

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Premium integrations require WS Form PRO and are not compatible with WS Form LITE.