Connecting Your Contact Forms with Pipedrive API

Integrating some of the most popular form tools

Business websites often rely on popular form tools. We work with several well-known tools to integrate them with Pipedrive. By connecting these tools, submitted forms are automatically translated into leads, contacts, or companies in your CRM. This eliminates all manual actions. This saves time and prevents errors. Here are some of the most popular form tools that we are able to integrate:

WPForms

WPForms is widely chosen by beginners due to its user-friendly drag-and-drop system. This system makes it easy to create effective forms.

Formidable Forms

This tool is ideal for forms designed to process extensive data and is regarded as one of the most advanced WordPress form tools.

Contact Form 7

This tool is a popular choice for WordPress websites. Contact Form 7 is well-known for its simplicity and flexibility. 

Typo3 Form Framework

This versatile tool for Typo3 websites is the top solution for creating custom forms due to its extensive features.

Gravity Forms

Gravity Forms is highly popular for creating advanced forms. This includes forms with conditional logic and integrations.

Magento Form Builders

For Magento websites there are several solutions as well. Extensions like Blue Form Builder offer an easy and effective way to create interactive and user-friendly forms.

Custom solutions using the Pipedrive API

The Pipedrive API allows us to create a seamless integration between contact forms and Pipedrive. API stands for Application Programming Interface, which enables systems to communicate and exchange data. The process starts when a visitor submits a form on your website. The submitted data is then sent via the API to Pipedrive (API call). The data is stored in Pipedrive as a contact, a new lead, or a company. From Pipedrive, follow-up actions can be automated, such as linking deals, sending emails, or creating tasks.

Other interesting Pipedrive API endpoints

We ensure maximum flexibility by creating custom solutions. In addition to creating leads, we can also call other Pipedrive API endpoints, allowing for far more functionality than just processing basic data. The Pipedrive API offers various features to optimize and automate business processes. Here’s an overview of the key API endpoints we can integrate:

Leads

Creating new leads is one of the most-used features. We can automatically generate a lead in Pipedrive as soon as a form is submitted. Information such as names, email addresses, phone numbers, company names, and custom fields can be saved. Leads can also be assigned to specific Pipedrive users so that the sales team can take immediate action.

Deals

We can also directly create deals in Pipedrive. This is useful when customers request quotes or inquire about a specific product or service. Deals can include relevant details, such as deal name, value, pipeline stage, expected closing date, and additional notes. This integration kickstarts your sales process.

Contacts and companies

In many cases, it’s important to create both contacts and companies in Pipedrive rather than just the leads coming in. The API enables us to register both and link them together. This gives you a comprehensive view of all customer data and interactions.

Activities

Follow-ups or tasks can be automatically scheduled when activities are created in Pipedrive. For instance, if a potential client requests a demo via the website form, we can automatically create a Pipedrive activity, such as a call appointment, email task, deadline, reminder, or task assignment to a specific team member. This ensures leads are followed up quickly.

Products and subscriptions

If you sell products or subscriptions, these can automatically be linked to contacts or deals. The Pipedrive API enables functionalities like adding products to deals, registering subscriptions, and managing billing information.

Why choose a custom integration?

We specialize in building custom integrations that offer maximum flexibility. Custom integrations have numerous benefits. They align seamlessly with your specific business needs and processes. You can use multiple API endpoints, not just create leads. Custom integrations are significantly safer and more stable than standard solutions. The standard integrations often rely on third-party tools. The integration can be easily expanded with additional functionalities as your business grows. This ensures the solution evolves with your needs.

You are no longer limited by the restrictions of existing plugins when you use a custom integration. Instead, you can fully leverage the power of the Pipedrive API.

Connecting your contact forms to Pipedrive

Connecting your contact forms to Pipedrive brings numerous interesting advantages. You save time and reduce the risk of errors from manual data transfers. Leads, contacts, and companies can be automatically created in Pipedrive. Not only can we develop simple integrations. We are also capable of building advanced solutions that utilize the full capabilities of the Pipedrive API. It’s the ultimate way to make your CRM as effective and efficient as possible. Would you like to learn more about how we can connect your contact forms to Pipedrive? Feel free to contact us today. We’re happy to provide you with more information and tailored advice for your business.