Ninja Forms Pipeline Deals CRM

When website inquiries need to be entered into a CRM by hand, sales teams have to move information between systems. This plugin sends data from Ninja Forms to Pipeline CRM, so form submissions can populate CRM records. It suits businesses that collect leads through WordPress forms and want that information to feed into their sales workflow.

Set up field mappings in the Ninja Forms builder to connect standard or custom form fields with Pipeline CRM data. You can map information for people, companies, deals, tasks, and notes, and pass hidden data through forms for internal conventions. This lets teams tailor the information sent to the CRM while keeping behind-the-scenes values out of view for form visitors.

Features

• Send form data to Pipeline CRM: Connect Ninja Forms with Pipeline CRM to pass form submission information into your customer and deal records.
• Map standard fields: Match form fields with Pipeline CRM data for people, companies, deals, tasks, and notes.
• Map custom CRM fields: Connect Ninja Forms fields to custom entries in Pipeline CRM to suit the data your workflow uses.
• Pass hidden information: Include hidden form data in CRM submissions for internal naming conventions and processes without displaying it to visitors.
• Automate CRM data entry: Use form submissions to populate Pipeline CRM records, reducing the need to enter submitted information by hand.
• Configure in the form builder: Set up the connection and field mappings within the Ninja Forms builder.

Best for

• Businesses collecting leads through WordPress forms
• Sales teams using Pipeline CRM
• Agencies configuring Ninja Forms for clients