PipedrivePRO

This knowledge base article relates to the WS Form Pipedrive add-on. Click here to purchase this add-on.

The Pipedrive add-on lets you push new deals to a pipeline and stage using a WS Form action. You can also create new forms from your Pipedrive pipelines in a single click on the add form page.

Installation

The Pipedrive plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the Pipedrive plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘Pipedrive’ tab at the top of the page.
  4. Enter your license key.
  5. Click the ‘Activate’ button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to Pipedrive

In order to use the add-on, you need to connect it to Pipedrive. Connecting is easy!

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Settings’.
  3. Click the ‘Pipedrive’ tab at the top of the page.
  4. Click ‘Connect’ and follow the onscreen prompts

If you do not have a Pipedrive account, you can create a new account here.

Creating a Form for Pipedrive

Automatically

WS Form can create a form for any of your Pipedrive objects in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a Pipedrive form in WS Form:

  1. Click ‘WS Form’ in the WordPress administration menu.
  2. Click ‘Add New’.
  3. Select the ‘Pipedrive’ tab at the top of the page.
  4. Click on a pipeline.
  5. Select a stage.
  6. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your pipeline does not appear, click the refresh icon in the ‘Pipedrive’ tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to a Pipedrive object when a user saves or submits their form.

To add a Pipedrive action:

  1. When editing your form, click the ‘Actions’ icon at the top of the page. The ‘Actions’ sidebar will open on the right-hand side of the page.
  2. Click the ‘Add’  icon to add a new action.
  3. Select ‘Add to Pipedrive’ from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the ‘Save’ button at the bottom to save your changes, or click ‘Cancel’ to disregard your changes.

The Pipedrive action settings are as follows:

When Should This Action Run?

You can choose to run the Pipedrive action when the form is saved, submitted, or both.

Pipeline

Select which pipeline the deal should be pushed to.

Stage

Select which pipeline stage the deal should be pushed to.

Field Mapping

Field mapping tells WS Form which of your form fields relates to the corresponding deal, organization or person fields in Pipedrive. For example you would want to map your Email field to the Person Email field in Pipedrive.

To map a field:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding Pipedrive field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button at the bottom of the sidebar to save your changes.
Custom Mapping

Custom mapping allows you to set a Pipedrive field to any value you wish, including the use of WS Form variables. For example you might want to map a lead source to the source field in the Lead object in Pipedrive, or perhaps set the deal title to include the submission ID using the #submit_id variable.

To add a custom mapping:

  1. Click the ‘Add’  icon at the bottom right of the field mapping section.
  2. In the left-hand column, enter a value or a WS Form variable.
  3. In the right-hand column, select the corresponding Pipedrive field.
  4. Repeat this process for each field on your form.
  5. Click the ‘Save’ button at the bottom of the sidebar to save your changes.
Deduplication

When a deal is added, you can opt to deduplicate by:

  • Organization Name
  • Person Name
  • Person Email (ensure an email address is mapped to the person email field)
  • Deal Title

Check the deduplication settings you would like to implement.