How to integrate Contact Form 7 with Pipedrive CRM Quickly

Overview

Advanced Form Integration plugin allows you to integrate Contact Form 7 with Pipedrive CRM. When a user fills a form on your website, the plugin will send the data to your Pipedrive account and create Contact, Organization, Deal, Note and Activity. You can also add custom fields.

2 Sample Contact Forms

Supported Features

  • Create Contact, Organization, Deal, Note and Activity with custom fields.

Requirements

  • Make sure that the Advanced Form Integration plugin is installed and activated.
  • The feature is supported under the free license so no payment is needed. Enjoy!
  • Read plugin documentation for Contact Form 7 and Pipedrive CRM. It is not required but helpful for better understanding.

Obtaining Pipedrive API Key

Before start, you are required to save the Pipedrive API Key in plugin settings.

  1. Log in to your Pipedrive account.
  2. Go to Settings > Personal preferences > API and copy the API key.
  3. Go to AFI Plugin Settings and select Pipedrive.
  4. Paste the Key in API Token input Box and click Save Changes.

Create New Integration

Once the API key is saved you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.

Trigger

Select Contact Form 7 in Form Provider dropdown. Contact Form 7 plugin must be installed and activated otherwise you won’t see it listed. After selecting Contact Form 7, all forms built under Contact Form 7 will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Contact Form 7 – Trigger setup

Action

Select Pipedrive in Platform dropdown.

Map Fields

All default and custom fields will be listed for Contact, Organization, Deal, Note, and Activity. Select the matched fields and skip those that you don’t want to send. Finally, click on Save integration.

Pipedrive – Map fields

Conditional Logic

Please check the documentation on Conditional Logic .

Frequently asked questions

Troubleshooting

Still need help?

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