After completing the Gravity Forms form on your website, a note can be added in Pipedrive immediately. Of course you can also create a deal, person, and activity directly, and these are linked together. On this page we highlight the features of creating a note.
Create a note
-Create a note and it automatically links to the deal and person
-Ability to put merge tags in the note
Do you need more than 1 note? Then create multiple feeds or create an automation in Piderive
Configuration of the feed in our plugin:
Note in Pipedrive:
