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How Zapier works

Zapier makes it easy to integrate Pipedrive with WPForms - no code necessary. See how you can get setup in minutes.

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Pipedrive logo
Pipedrive
Pipedrive logo
Pipedrive
1. Choose trigger event
WPForms logo
WPForms
WPForms logo
WPForms
2. Choose action
Pipedrive logo
1. Select the event
Setup
Test
Pipedrive logo
Pipedrive
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.

Add your action

An action happens after the trigger—such as "API Request (Beta)" in WPForms.

You’re connected!

Zapier seamlessly connects Pipedrive and WPForms, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Pipedrive + WPForms integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and WPForms

How does the integration between Pipedrive and WPForms work?

The integration allows you to automatically create a Pipedrive deal or contact from new form submissions in WPForms. Using Triggers and Actions, once a form is submitted in WPForms, it can trigger actions that update records in your Pipedrive CRM.

What are the key triggers available when integrating WPForms with Pipedrive?

Key triggers include a new form submission in WPForms. This trigger activates the action steps which can create or update contacts or deals in your Pipedrive account based on the details provided in the form.

Can I filter form submissions before they are sent to Pipedrive?

Yes, you can set up conditions and filters within our platform to ensure that only specific form submissions trigger actions in Pipedrive. This way, not all submissions will automatically create or update records, allowing for more personalized data management.

Is it possible to update existing contacts in Pipedrive through this integration?

Through our service, you can use actions set up during the integration process to find existing contacts and update them with new information from WPForms submissions, preventing duplicate entries.

What fields from WPForms can be mapped to Pipedrive fields during integration?

During setup, you have the ability to map any field from your WPForms submission to corresponding fields within your Pipedrive records. Common mappings include name, email address, phone number, and custom notes.

How quickly do changes reflect in Pipedrive after a form submission?

Once a form is submitted through WPForms and triggers are activated, changes generally reflect almost instantaneously in your Pipedrive account as long as both systems are operational.

Are there any limitations on the number of forms that can be integrated with Pipedrive?

We do not impose specific limits on the number of forms you can integrate with Pipedrive. Each form can have its own unique setup for creating or updating information within your CRM system.

Practical ways you can use Pipedrive and WPForms

Streamline invoice approval

Automate the review and approval process for invoices to reduce errors and ensure timely payments.

Business Owner
Enhance system outage alerts

Set up automated notifications to rapidly inform relevant teams of system outages and provide guides for resolution.

IT
Automate email campaign performance reports

Automatically generate detailed performance analytics for email campaigns to help optimize future campaigns.

Marketing & Marketing Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It

Learn how to automate Pipedrive on the Zapier blog

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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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wpforms logo
About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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