Deals

If you have installed a plugin to duplicate forms/pages, for example Duplicate Page, it will automatically take over the feeds and you won’t have to create the feeds for each form. It will automatically duplicate everything.

Sure you can! You can create as many feeds as you want. If there are multiple feeds, he will execute them all based on input. You can set conditional logic per feed and you can temporarily turn feeds on or off.

1. In Pipedrive add the Single option field by your Data fields and give every option a name
   
2. Go to your Gravityform on your website and add a single option field. Make sure Show value is checked.
   
3. In your feed connect the 2 fields
   

1. Go to your feed and select daterange or timerange as your Pipedrive Field
2. Select Add Custom Value as your Form Field
   
3. Now insert merge tags for your fiels, seperated with a comma
   

1. Make sure the label exists and has been created in Pipedrive.
2. In your feed, go to the section: Connect deal/person fields
3. Select the label field for Pipedrive Field
4. Select Add custom value for the Form Field
   
5. If you want to add 1 label, type the name of the label exactly as it is in Pipedrive. If you want to add more than 1 label, then make sure they are separated by a comma.

Of course, in the Pipedrive settings for your form you can activate or deactivate a feed. When the button is green and it says Active the feed is active

If you see inactive and a grey button then your feed is not activated:

1. Go to your Gravity form based on which you want to create a deal
2. Select Settings –> Pipedrive
   
3. Create a new feed by clicking on Add New
   
4. Give your feed a name and unfold: Set how deal data should be processed
   Now we hava a couple of options:
5. Action: How do you want the deal to be processed?
   -Always create a new deal
   -Link data to the last open modified deal associated with the person or organization
   -Do not create a deal
6. Connect deal fields: Choose which form fields should go where in Pipedrive
   
7. What pipeline/stage should the deal go into? or Do not change or choose an pipeline/stage
8. What deal source channel should the deal go into? (see also on Pipedrive.com)
9. What to do with existing deal? You can check the following options
   -Deal must remain in the same pipeline
   -When a deal is in the final stage of the pipeline, create a NEW deal
   -A deal may NOT take a step back in the pipeline
   -Deal title may be rewritten
   -The label field on existing deals is appended.
10. Once this is done, click Save Settings and your deal-feed is active.