How to create a custom Pipedrive WordPress form

How to Create a Custom Pipedrive WordPress Form (Step by Step)

Are you looking for a way to create a custom Pipedrive WordPress form? Pipedrive is a popular sales CRM that allows you to create and manage leads at one place. It offers a visual sales pipeline methodology and allows you to drag and drop deals between different stages.

In this article, we’ll show you how to create a custom Pipedrive form for your WordPress website easily.

Why Create a Pipedrive WordPress Form?

Though Pipedrive helps you to stay in control of the sales process, you still need to add contacts or deals manually to your account.

The best solution is to create a custom Pipedrive form and add it to your WordPress site. Then you can connect the form to your Pipedrive account with the help of Zapier.

So whenever someone submits the form, a new deal will be created on your Pipedrive account.

This will make it easy for your prospective clients to contact you. Also, it’ll help you to save your time and increase your productivity.

So without further ado, let’s get started with the step by step process of creating a custom Pipedrive WordPress form in your website.

Step 1: Create a WordPress Form

The first thing you need to do is install and activate the WPForms plugin on your website. You can follow the beginner’s guide on how to install a WordPress plugin in case you need any help.

WPForms WordPress Plugin

To create a new form, go to WPForms » Add New from the left sidebar of your admin panel.

For the sake of this tutorial, we’ll create a simple lead generation form with some essential fields like name, email, subject, and message. You can follow our guide on how to create a simple contact form to get started.

Want to customize the form fields? You can simply click on any field to make changes to it. Also, you can go to the form settings to change the notification and confirmation settings.

To save the changes, click on the Save button in the top-right corner of your screen.

Step 2: Add Test Entry to Your Form

After creating the form, you need to add at least one entry to your form for testing the connection between WPForms and Pipedrive. This will be required later in this tutorial.

To do that, start by embedding your form to a page or the sidebar of your website.

You can also use the preview option of the form to create a new form entry. So head over to WPForms » All Forms page.

Pipedrive form preview option

Next, hover the mouse cursor over the title of your Pipedrive form and then click on the Preview link.

This will open your form in a new tab of your web browser. Now fill in the form and click on the Submit button to create a new entry for testing purposes.

Step 3: Install Zapier Addon

Zapier allows you to integrate WPForms to over 1300 apps and do different types of automated tasks.

You can use it to create a Todoist task, add events to Google Calendar, create a contact entry in Zoho, and much more.

To install the addon, you need to go to WPForms » Addons page. Once you find Zapier on that page, go ahead to install and activate the addon.

zapier addon

Next, head over to WPForms » Settings page and then click on the Integrations tab to get the Zapier API key.

Now click on the Zapier icon to see the API key for your site. You need to keep this page open as we’ll be using this API key to connect Zapier to WPForms.

WPForms Zapier integration api key

Step 4: Create a New Zap

Zapier allows you to create zaps to connect 2 or more apps and do an automatic task continuously. And the zap requires a trigger to perform a specific action.

In our case, the trigger is when someone submits our Pipedrive form and the action is to send those leads to the Pipedrive account.

So go to the Zapier website and log in to your account. In case you don’t have a Zapier account, you can create one for free.

To create a new zap, click on the Make a Zap! button present at the top-right corner. This will open up a new page to start the configuration wizard.

make a zap

The process of creating a zap is divided into two parts. First, you need to set up WPForms as the trigger app and then, you’ll have to configure Pipedrive as the action app.

Let’s proceed to the next step to start the process.

Step 5: Configure WPForms as a Trigger App

The first thing you need to do is search for WPForms using the Choose a Trigger App search box. And then click on it to go to the next step.

choose WPForms as a trigger app

You’ll have to choose a trigger option now.

WPForms offers New Form Entry as the only trigger option. So select it and click on Save + Continue.

new form entry for trigger app

In the next step, you’ll have to connect Zapier to your WPForms account. To do that, click on Connect an Account button to start the process.

This will open up a popup window and will ask you to enter your website URL and the Zapier API key. You can go back to step 3 to see how to get the Zapier API key.

allow access to Zapier

Once done, click on Yes, Continue to connect WPForms to Zapier and close the popup window.

To test the connection between the 2 apps, you can click on the Test button. If you get a success message, then click on Save + Continue to proceed.

test connection between Zapier and WPForms

Zapier will now retrieve all the forms from your website.

Go ahead and select the Pipedrive form from the dropdown box and click on the Continue button.

Select Pipedrive form from dropdown box

Next, Zapier will show you the entries of the form that you’ve selected. You need to select any one of the form entries for testing purpose and click on Continue to proceed to the next step.

select form entry

Step 6: Configure Pipedrive as an Action App

In the last step, you’ve configured WPForms as the trigger app.

Zap needs an Action App

It’s time to set up Pipedrive as our action app. Click on the “Your Zap currently lacks an Action step. Add one now!” link to start the process.

First, you need to search for the Pipedrive app using the Choose an Action App search box and click on it to proceed.

Choose Pipedrive as an Action App

Next, you’ll be asked to choose a Pipedrive action that you want to happen once a form entry is submitted.

Since we want to create a new deal, select Create Deal and click on Continue.

Pipedrive action create new deal

Now you’ll have to connect your Pipedrive account to Zapier by clicking on the Connect an Account button. This will open up a popup window and will ask you to enter the API token.

Connect Pipedrive account to Zapier

To get the API token, head over to the Pipedrive website and log in to your account.

Next, click on your name in the top-right corner of your screen to display the dropdown menu. After that, click on the Settings option.

Pipedrive website settings option

On the settings page, you need to click on API under the Other section. You’ll now be able to see the API token for your Pipedrive account.

Pipedrive API token

Go ahead to copy the API token and paste it in the API Token textbox, present in the popup box.

Once done, click on the Yes, Continue button to give permission to Zapier to access your Pipedrive account and perform different actions.

Allow Zapier to access Pipedrive account

Next, you need to click on the Test button to check the connection between Zapier and Pipedrive. Once you get the success message, you can click on Save + Continue.

Test Pipedrive Connection

Step 7: Create Pipedrive Template

Now you’ll be asked to set up a template for creating a new Pipedrive deal. Whenever someone submits your form, Zapier will follow this template to create a deal on your Pipedrive account.

Let’s take a look a how to do that.

The most important field in this template is the Title textbox. So click on the “Insert a Field” icon and select the Subject field to add it.

Pipedrive new deal template

While the rest of the fields are optional, you need to configure some of them to create a proper deal.

The Stage dropdown box allows you to choose the stage where you want to put the new deals. So click on the dropdown box and select Lead In.

Zapier will fetch details for some of the fields (like the stage) from your Pipedrive account and the rest will be retrieved from your WordPress form.

Let’s set up the Person field in this template now. You need the name and email of the person who reached out to you, right?

Person field add a search step

Scroll down to find the Person field and then click on the Add a Search Step button. This will open a modal box to inform you that a new step will be created between the trigger and the action steps.

Why do we need another step? Well, we want to search whether the person is already in our Pipedrive account list. And in case they aren’t, we’ll create a new contact with the details that we have.

So click on Ok, add it to create a new step to set up a template for finding a person in Pipedrive.

For the Name field, you need to click on the “Insert a field” icon and then select Name from the dropdown box. Zapier will use this field to search the person on your Pipedrive account.

Pipedrive person search template

Next, you need to select the “Create Pipedrive Person if it doesn’t exist yet?” checkbox, present just below the Name field.

This will open up some new fields required for creating a new contact in your Pipedrive account.

Create new Pipedrive person

Go ahead to select name and email from the Name and Email dropdown fields respectively. The test of the fields are optional, so click on Continue to proceed.

To test this template, you need to click on the Fetch & Continue button. You’ll see a success message on your screen if everything is working properly.

Test create new Pipedrive person template

Next, you’ll need to click on the Create Deal step on the left side of your screen and then select Edit Template.

Select edit template

This will take you back to the “Set up Pipedrive Deal” page.

Just below the Person field, you’ll find a new field named “Custom Value for Person ID”. And it’ll be auto-filled with the value of our new step.

Pipedrive template new field

So scroll down to the bottom of the page and click on Continue.

You can now click on Send Test to Pipedrive to check the connection between WPForms and Pipedrive. If everything is working properly, then a new deal will be created in your Pipedrive account.

Send test to Pipedrive account

After getting the success message, you need to click on the Finish button to complete the process.

One last thing you need to do is toggle your Zap to ON. This will make sure that a new lead will be created on your Pipedrive account whenever a form entry is submitted.

WPForms to Pipedrive zap

Also, you can give your Zap a name of your choice.

That’s all! You’ve successfully connected your WordPress form to Pipedrive to create a new deal.

Final Thoughts

We hope this article helped you better understand how to create a custom Pipedrive form in WordPress.

Do you want to create a task in Asana every time someone submits your form? Then you must check out our guide on how to automatically create an Asana task from a WordPress form.

If you’re not using WPForms yet, get started with the best drag and drop WordPress form builder plugin today!

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Comments

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