Everest Forms Pipedrive

When website inquiries arrive through forms, their details can be difficult to manage alongside other sales information. Everest Forms Pipedrive sends form submissions to Pipedrive, giving your team a place to manage them as leads or contacts and follow up through its CRM.

Connect multiple Everest Forms forms with Pipedrive and map form fields to corresponding Pipedrive fields so submitted information is organized in the CRM. This integration suits businesses and sales teams that collect inquiries through their WordPress site and want those details available in Pipedrive.

Features

• Send form submissions: Automatically transfer submissions from Everest Forms to your Pipedrive account for CRM management.
• Create leads or contacts: Use form submissions to create new leads or contacts in Pipedrive.
• Map form fields: Match Everest Forms fields with corresponding Pipedrive fields to organize submitted information.
• Connect multiple forms: Integrate multiple Everest Forms forms with Pipedrive to manage submissions from different forms in the CRM.
• Configure without coding: Set up the connection between Everest Forms and Pipedrive without coding.
• Keep CRM data current: Transfer new form submissions to Pipedrive so the CRM reflects incoming inquiries.

Best for

• Businesses collecting website inquiries
• Sales teams managing leads in Pipedrive
• WordPress sites using Everest Forms