Description

The Pipedrive addon synchronizes Everest Forms form submissions directly with your Pipedrive CRM account, automatically creating people, organizations and deals from fields filled in by the visitor. This extension eliminates the manual work of copying leads from the website to the sales funnel, keeping sales teams with the database always up-to-date and ready to engage each contact immediately after the form is filled.

Main Features

  • Automatic CRM submission
    Each form submission creates a new record in Pipedrive without manual action.
  • Custom field mapping
    Links form fields to person, organization and deal properties in Pipedrive.
  • Create person, organization and deal
    Generates the three CRM record types in a single operation from the submission.
  • Form-specific configuration
    Each form can have its own mapping and integration rules with the CRM.
  • Direct API connection
    Authenticates with your Pipedrive account and transmits data in real time after submit.

Pipedrive Benefits

  • Sales funnel always updated
    Leads captured on the site reach the CRM at the same moment they are sent.
  • Operational time savings
    Reduces repetitive tasks of copying data from spreadsheets or emails to Pipedrive.
  • Faster sales response
    Salespeople receive contacts ready for engagement without typing delays.
  • Marketing and sales alignment
    Connects site capture to the qualification flow used by the sales team.

Who is it recommended for?

  • Sales teams that use Pipedrive as their primary CRM and capture leads through a WordPress site.
  • Digital marketing agencies that need to deliver qualified contacts directly into client funnels.
  • Small and medium enterprises that want to automate the intake of new leads without relying on manual export.

This addon is recommended for businesses already operating in Pipedrive and using Everest Forms as a point of capture for leads, commercial contacts or quote requests. By automating the submission of forms to the CRM, it ensures no lead is lost between filling the form and commercial outreach, shortening the cycle between interest and contact.

Frequently asked questions

Is Everest Forms Pipedrive GPL-licensed?

Yes. Everest Forms Pipedrive is distributed under the GPL (GNU General Public License). You may legally use, modify and redistribute it on as many sites as you want.

Can I use Everest Forms Pipedrive on multiple sites?

Yes. You can use Everest Forms Pipedrive on multiple sites. The number of sites connected to Ultrapack Auto Updater is limited by your plan.

How much does Everest Forms Pipedrive cost at Ultrapack?

Everest Forms Pipedrive costs US$2.99 as a single purchase, and it is also included in the subscription plans starting at US$12/mo (VIP I).

Does Everest Forms Pipedrive include updates?

Yes. The current version of Everest Forms Pipedrive is 1.0.4, published at Ultrapack on Aug 25, 2024. Subscribers update straight from the WordPress dashboard with UAU (Ultrapack Auto Updater).

Is Everest Forms Pipedrive scanned before publication?

Yes. Every version of Everest Forms Pipedrive goes through a malware scan (ClamAV and YARA rules, at UltraHub) before it is published.