Gravity forms and pipedrive crm integration

Gravity forms and pipedrive crm integration

The WordPress plugin connects these systems: transfer of leads and orders, synchronization of statuses and directories. It is suitable for typical automation scenarios without modifying the core of the site.

After purchase, you will receive the installation files, instructions, and access to updates as part of the PluginHub policy.

Gravity Forms — Pipedrive CRM

Full integration of Gravity Forms with Pipedrive CRM. Create transactions, contacts, organizations, and activities with support for UTM, GA, Roistat, and uploaded files.

Description

The Gravity Forms — Pipedrive CRM plugin allows you to automatically send data from Gravity Forms to Pipedrive CRM. You can configure which data to send, to which Pipedrive fields, and what to create — transactions, contacts, organizations, or activities.

Opportunities

Main functions

- ✅ **Integration with Pipedrive CRM** — full integration via the official API

- ✅ **Create deals** — automatically create deals from forms

- ✅ **Create contacts** — create or update contacts (persons)

- ✅ **Creation of organizations** — creation or updating of organizations

- ✅ **Create Activities** — create activities in Pipedrive

- ✅ **Combined mode** — create a deal and activity at the same time

- ✅ **Automatic linking** — when creating a transaction, a contact and an organization are automatically created and linked

Additional functions

- ✅ **Uploading fields from CRM** — automatically uploading all fields from Pipedrive, including custom ones

- ✅ **Individual form settings** — each form is configured separately

- ✅ **Two sending modes**

- Immediate dispatch when submitting the form

- Delayed sending via WP Cron

- ***No form limit** — Unlimited number of forms can be integrated

- ✅ **Support for UTM parameters** — automatic extraction of UTM from URLs and adding to transactions

- ✅ **GA Client ID support** — automatic extraction of Google Analytics Client ID from cookies

- ✅ **Roistat support** — automatic extraction of roistat_visit from cookies

- ✅ **Resending** — the ability to resend an entry to Pipedrive from the admin panel

- ✅ **File Upload** — automatically upload files from forms to Pipedrive

- ✅ **Support for multiple funnels** — selection of the funnel and stage for transactions 

Interface

- ✅ **Modern interface** — User-friendly and intuitive setup interface

- ✅ **Connection testing** — checking the connection to the API directly from the settings

- ***Logging** — full logging of all operations for debugging

Multilinguality

The plugin supports 5 languages:

- 🇷🇺 Russian

- 🇬🇧 English

- 🇺🇿 Uzbek

- 🇰🇿 Kazakh

- 🇨🇳 Chinese (Simplified)

Requirements

- WordPress 5.0 or higher

- PHP 7.4 or higher

- Gravity Forms (any version)

- Pipedrive account with API token

Installation

1. Upload the plugin to the `/wp-content/plugins/` directory

2. Activate the plugin via the 'Plugins' menu in WordPress

3. Go to **Gravity Forms > Pipedrive CRM** to configure

4. Enter your API token and the Pipedrive company domain

5. Set up the integration for each form in the form settings

Customization

Getting the Pipedrive API token

1. Log in to your Pipedrive account

2. Go to **Settings > Personal > API**

3. Copy your API token

4. Enter it in the plugin settings

Setting up the form

1. Open the form in Gravity Forms

2. Go to the **Settings > Pipedrive CRM tab**

3. Enable integration

4. Select the type of entity (Transaction, Contact, Organization, Activity or Transaction + Activity)

5. Click "Upload Fields" to download fields from Pipedrive

6. Match the form fields with the Pipedrive fields

7. Configure additional options (UTM, GA, Roistat, files)

8. Save the form

Using

After configuration, the plugin will automatically send data from the forms to Pipedrive each time the form is submitted. You can:

- View the sending logs in the database

- Resend entries from the Gravity Forms admin panel

- Customize each form individually

Author

Alex Osmanov
🌐Website: https://pluginhub.pro
📧 Email: support@pluginhub.pro
💬 Telegram: @alexosmanov_ru

License

This plugin is distributed under the GPL v2 or later license.

Support

If you have any questions or problems, please contact me.

Changelog

1.0.0

- The first release

- Full integration with Pipedrive CRM

- Support for all types

entities

- Support for UTM, GA, Roistat

- Download files

- Multilingualism (5 languages)

- Resending

- Logging