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Gravity Forms – Pipedrive CRM – Integration – Instructions

Step 1 – Installation

Note: This plugin requires the Gravity Forms plugin.
Note: The plugin requires a minimum 5.4 PHP version.

WordPress admin dashboard:

  1. Go to `Plugins` -> `Add New`.
  2. Click `Upload Plugin`.
  3. Upload `Gravity Forms – Pipedrive CRM – Integration` plugin zip file.
  4. Activate it after the upload is complete.

Manual upload – FTP, SSH, SFTP etc:

  1. Unzip `Gravity Forms – Pipedrive CRM – Integration` plugin zip file.
  2. Upload it to your `WordPress` plugin directory (usually /wp-content/plugins ).
  3. Go to `Admin` -> `Plugins` and activate it.

Step 2 – Crm integration settings

Go to the `Forms` -> `Setting`.

Find the tab `Pipedrive CRM` and click.

Insert in the field `API token`. Your personal API key can be found under Settings > Personal > API. user guide

Save settings.

Step 4 – Form settings

Go to the `Forms`. Open the form which your want to send to Pipedrive CRM.

Open setting tab Pipedrive CRM.

Set checkbox “Enable send”.

Choose the type of a lead that will be generated in CRM (deal, person & organization, activity or deal & activity).

Fill fields and click “Save” button.

When sending the form, the data will be transferred to Pipedrive CRM.

Below is an example of the filled-in fields.

Another type is filled in by analogy.

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