Pipeline CRM

Pipeline CRM (formerly PipelineDeals) is a sales-pipeline CRM built for B2B sales teams. Advanced Form Integration sends form submissions to Pipeline CRM as new people or deals.

What you’ll need

• An active Pipeline CRM account.
• A Pipeline CRM API key (Profile → API Key).
• The Advanced Form Integration plugin installed and activated.

Connect Pipeline CRM to AFI

1. In WordPress, go to AFI → Settings → Pipeline CRM.
2. Paste the API key and click Save Changes.

Create the integration

1. Go to AFI → Add New.
2. Configure the trigger.
3. In Action → Platform, select Pipeline CRM.
4. In Task, choose Create Person or Create Deal.
5. Map the form fields:

• For person: First Name, Last Name (required), Email, Phone, Title, Company Name.
• For deal: Name (required), Value, Currency, Stage, Probability, Expected Close Date, Person, Company.
• Custom fields by API name.

1. Optional: configure Conditional Logic.
2. Click Save Integration.

Conditional logic example

Create a Pipeline CRM deal only when the form’s interested_in_buying field is “yes”. Pure-information requests create only a Person record without a deal.

Related docs

• Send Contact Form 7 to Pipeline CRM
• Conditional Logic