EffectIO Everest Forms - Pipedrive 1.0.4

Description:

Everest Forms Pipedrive Integration connects custom forms built with Everest Forms to a Pipedrive account. When a visitor submits a form, new contacts or deals are added to Pipedrive automatically, so form submissions and purchases become CRM leads without manual data entry. The integration also updates existing contacts in Pipedrive, keeping records current as people interact with your site.

The integration is aimed at WordPress site owners who use Everest Forms and want their lead data to flow straight into Pipedrive. It supports connecting multiple forms, so different sources of leads can be synced to the same Pipedrive account. Leads can be added to specific pipelines and stages without extra steps, which helps keep sales pipelines organized from the moment a submission arrives.

Setup is described as quick and straightforward. You enable Pipedrive from the Everest Forms dashboard features, integrate it using an API key in the Everest Forms settings, create a form with the drag-and-drop builder, configure the Pipedrive settings, and then publish and embed the form to start collecting leads. The feature is available on the Premium plan of Everest Forms, and documentation and a changelog are provided for further guidance.

The vendor’s own page for Everest Forms – Pipedrive has the full details.

Main Features of Everest Forms – Pipedrive:

• Sync form submissions directly to Pipedrive as new leads, contacts, or deals
• Automatic lead capture that eliminates manual data entry
• Connect unlimited forms from different lead sources to Pipedrive
• Pipeline automation to add leads to specific pipelines and stages
• Quick setup of the Pipedrive integration using an API key
• Works with the drag and drop form builder to create custom forms

EffectIO members receive updates through the managed update channel. Install the EffectIO Connect plugin on your site and it handles activation, updates and licensing automatically.

Need a dashboard view of all your EffectIO assets? The EffectIO Dashboard shows what is installed, what is licensed, and what has an update available.

The 1.0.4 version stays on this update channel for the subscription year.