Description
Gravity Forms to Pipedrive CRM is a plugin designed to seamlessly connect your Gravity Forms with the Pipedrive CRM platform. It automates the process of transferring form submissions into Pipedrive by creating or updating contacts, deals, organizations, and other data types automatically. This eliminates the need for manual lead entry, streamlining sales and marketing workflows by ensuring that enquiries and other form data are accurately captured and reflected in Pipedrive.
The plugin supports multiple Gravity Forms on a single website, allowing integration with any number of forms. It also accommodates advanced and custom fields from Pipedrive, enabling tailored data mapping that fits specific business needs. Users can configure conditional logic to control which form submissions are sent to Pipedrive, improving data relevance and workflow automation. File attachments submitted via forms are supported as well, ensuring that important documents are included in CRM records.
Setup is straightforward, requiring only the Pipedrive API key and mapping of form fields to corresponding CRM fields. The plugin also includes duplicate detection to prevent redundant entries and logs transactions for transparency. Overall, it offers a robust solution for businesses wanting to unify Gravity Forms data with Pipedrive CRM efficiently.