This integration allows you to automatically send new contacts to Pipedrive each time a Contact Form is completed. It's a great way to save time on manual data entry and have an overall view of all your prospects in one place.
* Please note that in order for this integration to function properly you must first add a Contact Form inside your page.
Set up the integration
To get started, select a page inside your Dashboard. Click "Edit" to continue.
Then click on the "Integrations" tab and click "Allow and Install"
Sign in to your Pipedrive account and choose the account you want to sync.
Select the type as either a "Person", "Company" or "Lead".
You must then match the fields from your Contact Form to ones from Pipedrive.
That's it! Now all you have to do is test your page on either desktop or mobile to make sure the integration is done correctly.
Lastly, go to your Pipedrive account and check for the contact you just created.
Let us know if you have any questions by starting a chat, we are here to help!