WS Form PRO - Pipedrive

When form submissions need to become CRM records, manual entry can add extra work. WS Form PRO – Pipedrive transfers submitted form data to Pipedrive, giving businesses a way to capture lead details from their website forms in the CRM. It can send information to contacts, deals, organizations, and other Pipedrive entities.

The plugin supports multiple forms, so different forms across a website can send submissions to Pipedrive. Field mapping lets you match form fields with Pipedrive data fields, while conditional logic controls when data is sent based on responses or form conditions. Lead assignment rules can route incoming leads to specific sales representatives or pipelines.

Features

• Send form submissions: Transfer data submitted through website forms to a Pipedrive account, helping teams capture lead information in their CRM.
• Map form fields: Match fields from a form with Pipedrive data fields to organize submission details in the corresponding records.
• Connect multiple forms: Send submissions from multiple website forms to Pipedrive, bringing form data from across a site into the CRM.
• Use conditional logic: Set conditions based on form responses to control when and how submission data is sent to Pipedrive.
• Assign incoming leads: Configure rules to assign incoming leads to specific sales representatives or pipelines within Pipedrive.
• Send data to entities: Send form data to Pipedrive contacts, deals, organizations, and other Pipedrive modules.
• Receive sync alerts: Get notifications when a submission fails to sync, so the issue can be reviewed and addressed.

Best for

• Businesses collecting leads through WordPress forms
• Sales teams using Pipedrive CRM
• Site owners connecting multiple forms to Pipedrive