After completing the Gravity Forms form on your website, a deal will be created in Pipedrive immediately. With our plugin you can create a deal directly in Pipedrive or update an existing deal. Of course you can also create a person, activity, and note directly, and these are linked together. On this page we highlight the features of creating a deal.
Create or update deal
-Create a new deal in Pipedrive
-Update a existing deal in Pipedrive
-Connect the fields in Gravityforms to Pipedrive. All types of deal fields in Pipedrive are supported
-Add label(s) to a deal. (append or overwrite) (The labels must already exist in Pipedrive. If you want to add more than 1 label, use a comma separator.)
-Option to create always a new deal, not update
-Option to Not Create a deal
Deal Pipeline options
-Start your deal in a pipeline or stage of your choice
-Option not to go back a step in the pipeline
-Option to create a new deal if the current deal is in the last fase
Deal Options
-Add a deal titel of your choice, mergetags are supported
-Option to not edit a deal title
-Add the source channel to Pipedrive
Configuration of the feed in our plugin:
