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

You collect leads through your website forms, then spend hours copying and pasting contact details into Pipedrive. Meanwhile, hot prospects are waiting for follow-ups that never come!

Without automated lead capture, you’re probably missing follow-ups and letting hot prospects go cold while juggling between platforms. Every manual step is another chance for leads to slip through the cracks.

The good news? WPForms connects directly to Pipedrive, automatically sending every form submission straight to your CRM as organized leads ready for your sales team.

In this guide, I’ll walk you through setting up a Pipedrive WordPress form that works seamlessly with your CRM. You’ll have leads flowing automatically from your website to your sales pipeline in just a few minutes.

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Why Create a Pipedrive WordPress Form?

Though your Pipedrive CRM account 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 WPForms.

So whenever someone submits the form, a new deal will be created in your Pipedrive account. This will make it easy for your prospective clients to contact you.

Also, it’ll help you save time and increase your productivity with lead capturing. So without further ado, let’s get started with the step by step process of setting up your WPForms Pipedrive integration.

How to Create a Custom Pipedrive WordPress Form

Connecting WPForms to Pipedrive takes five steps, and none of them involve code. You’ll install the plugin, build your form, connect your Pipedrive account, map your form fields to the right Pipedrive fields, and run a test to confirm everything flows.

Step 1: Install the WPForms Plugin

Before you can create a Pipedrive WordPress form, you’ll need to get WPForms up and running on your site. The Pipedrive integration is only available in the Elite version, so make sure you have an active license.

The Elite license gives you access to all of WPForms’ most powerful integrations, including Pipedrive, Salesforce, HubSpot, and Authorize.Net.

You’ll also get advanced features like the Webhooks addon for custom integrations, plus everything from the lower tiers like payment processing, email marketing connections, and conditional logic.

To get started, grab an Elite license and install WPForms on your site. If you’ve never added a plugin before, this guide on installing WPForms walks you through it. Setup takes about a minute, and once the plugin is active the new Pipedrive options will appear.

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Step 2: Create Your Pipedrive WordPress Form

Next, you’ll need a form to connect to Pipedrive. To create a new form, go to WPForms » Add New from the left sidebar of your admin panel.

Once the form builder opens, you can name your form and choose a template. WPForms comes with 2,100+ WordPress form templates that you can use as-is or customize to suit your needs.

I usually recommend starting with the Simple Contact Form template since it gives you a solid foundation with the basic fields you need. Click Use Template to load it into the form builder.

The template comes with Name, Email, and Message fields by default. That’s a good start, but for a Pipedrive WordPress form, you’ll want to add a few more fields that help qualify your leads properly.

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

Step 3: Connect WPForms to Your Pipedrive Account

Now that your form fields are ready, it’s time to connect everything to Pipedrive. This is where the magic happens, and honestly, it’s one of my favorite parts of the whole process.

In the form builder, click on the Marketing tab on the left side. You’ll see a list of different marketing services and CRM integrations that WPForms can connect to.

Look for Pipedrive in the list and click on it. If you don’t see it right away, you might need to scroll down a bit since there are quite a few integrations available.

Then, click on ‘Add New Account‘ and follow the prompts to authorize WPForms to access your Pipedrive account.

This will open another popup window for you to enter your Pipedrive account email and password. Go ahead and log in to configure your Pipedrive settings.

After authorization, you can configure how form entries are sent to Pipedrive, mapping form fields to the appropriate Pipedrive fields.

Be sure to Save your form when you’re happy with it. For a closer look at every setting, the Pipedrive addon documentation covers the connection in detail.

Step 4: Add Pipedrive to Your Form and Map Your Fields

Now comes the important part: telling WPForms which form fields should connect to which Pipedrive fields. This mapping ensures your lead data flows into the right places in your CRM.

In the Pipedrive settings panel, you’ll see a Field Mapping section. This is where you’ll match up your WordPress form fields with the corresponding person fields in Pipedrive.

• The Create or Update Person action adds a new contact to Pipedrive, or updates an existing one when the email address already matches someone in your account.
• You map your form fields to Pipedrive’s Name, Email, Phone, and Organization fields, plus any custom fields you’ve set up. This is the right choice for a standard contact or lead form.

• The Create Deal action creates a new deal and can link it to a contact and organization at the same time. Along with the person’s details, you can set a Deal Title (with Smart Tags to pull in form data automatically), a Deal Value, and the Pipeline and Stage the deal should land in.
• Both lists come straight from your Pipedrive account, so you’re picking from your real pipelines. Reach for this action when your form captures an actual sales opportunity rather than just a contact.

If you track extra details in Pipedrive with custom fields, you can map those too. Create the custom field in Pipedrive first, under Company settings » Data fields.

Then refresh the form builder so it appears in your mapping options. The addon supports mapping to Text, Large text, Numerical, Phone, and Date fields.

Step 5: Add a Test Entry to Your Form

Before making your form live, it’s a good idea to test it. Fill out the form on your site and submit it. Then, check your Pipedrive account to make sure the data has been received correctly.

To do that, start by embedding your form on a page or in a sidebar of your website. The easiest way to do this is to click on the Embed button at the top of the form builder.

Then choose whether you want to add your form to an existing page or create a new page. For this example, we’ll add a new page. Enter the page name, then click Let’s Go!

This will open your new page in the WordPress editor. Your Pipedrive form will already be embedded, so all you need to do is click Publish.

Now go to your new form page, fill in the form, and click on the Submit button to create a new entry for testing purposes.

If everything worked properly, you’ll see a success message. You should also see a new deal from your test entry in Pipedrive.

With that test confirmed, your WordPress form and Pipedrive are connected for good. Every submission you receive now shows up in your CRM automatically, ready for your team to follow up.

FAQs on How to Create a Custom Pipedrive Form in WordPress

Setting up a Pipedrive WordPress form brings up a lot of practical questions. I’ve gathered the most common ones I hear from users to help you get the most out of your integration.

How do I connect a WordPress form to Pipedrive?

With the WPForms Elite license, Pipedrive is available under marketing integrations. In your WordPress dashboard, go to WPForms » Settings » Integrations, click Pipedrive, and add your credentials. After connecting, select Pipedrive as the integration in your form settings.

Do I need Zapier to send WPForms entries to Pipedrive?

No. If you have the Elite license, you can connect WPForms to Pipedrive directly. Just log into your Pipedrive account upon initating the connection in the WPForms integration settings and choose what data to send.

How do I map WPForms fields to Pipedrive fields (person, deal, org)?

In the form builder, go to Marketing » Pipedrive and select what you want to create (Person, Deal, or Organization). Then pick each form field and match it with the correct Pipedrive field from the dropdown list.

Can I create a person and a deal in Pipedrive from one form submit?

Yes. You can add more than one Pipedrive connection to the same form. For example, one connection can create a Person, and another can create a Deal linked to that Person.

How do I send submissions to a specific pipeline and stage in Pipedrive?

When setting up the Deal action, you can select the pipeline and stage from your Pipedrive account. These values are pulled into WPForms when you connect the integration.

How can I update an existing contact in Pipedrive instead of creating a duplicate?

WPForms sends data to Pipedrive using the fields you map. If the email address matches an existing contact, Pipedrive automatically links the entry to that contact instead of creating a duplicate.

Can I assign the deal owner in Pipedrive based on a form answer?

Yes. When creating a Deal, you can select the Owner field and map it to a form field (for example, choosing an owner from a dropdown).

How do I add tags or labels to Pipedrive people or deals from a form?

If your Pipedrive account uses labels or tags, you can map them in WPForms during setup. Simply match your form field to the label field in Pipedrive.

Can I attach uploaded files from WordPress forms to the Pipedrive deal or person?

Yes. File upload fields in WPForms can be mapped to file fields in Pipedrive so that uploaded files are sent along with the form entry.

How do I pass UTM parameters and source/medium into Pipedrive fields?

Use hidden fields in WPForms to capture UTM data, then map those fields to custom fields in Pipedrive when setting up the integration.

Can I route form entries to different pipelines based on conditional logic?

Yes. WPForms supports conditional logic for Pipedrive. You can create different connections (e.g., for different pipelines) and set conditions so only one runs based on form answers.

Next, Sync Your Leads With Your Other Favorite Tools

With your Pipedrive WordPress form live, every lead you collect flows straight into your sales pipeline. From here, it’s worth connecting your forms to the other tools your team relies on.

If you use more than one CRM, you can create a contact in HubSpot from a WordPress form or capture leads in Salesforce the same way. You can also browse all of our integrations to see everything WPForms connects with.

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