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Elementor Pro Form Widget – Pipedrive CRM – Integration

Elementor Pro Form Widget Pipedrive CRM Integration is a Pipedrive CRM integration plugin for WordPress that makes it really simple to send your Elementor Pro Form Widget forms directly to your Pipedrive CRM account.
30$
Updated: 08 September 2021
Sales: 239

Step 1 – Installation

Note: This plugin requires the Elementor Pro plugin.

WordPress admin dashboard:

  1. Go to `Plugins` -> `Add New`.
  2. Click `Upload Plugin`.
  3. Upload `Elementor Pro Form Widget – Pipedrive CRM – Integration` plugin zip file.
  4. Activate it after the upload is complete.

Manual upload – FTP, SSH, SFTP etc:

  1. Unzip `Elementor Pro Form Widget – Pipedrive CRM – Integration` plugin zip file.
  2. Upload it to your `WordPress` plugin directory (usually /wp-content/plugins ).
  3. Go to `Admin` -> `Plugins` and activate it.

Step 2 – Crm integration settings

Go to the `Elementor` -> `Pipedrive CRM`

Insert in the field `API token`. Your personal API key can be found under Settings > Personal > API. user guide

Save settings.

If you’ve made changes to the fields in CRM, you need to reset the field cache on the site, so that the changes are reflected in the form settings. Button – Reload fields data from CRM

Step 3 – Form action after submit

Open to edit the page with the form that you want to send to the Pipedrive.

Click on the form and click on section `Actions After Submit` on the left. Click in the `Add action` field and select the type you need.

 
After selecting a section will appear with fields to fill.
 

Below is an example of the filled-in fields.

 

Fill fields and click “Update” button.

When sending the form, the data will be transferred to Pipedrive.

 


Additional information

Where can I find the shortcode field to insert?

Open section `Form Fields`, click on the desired field, switch to the tab `Advanced`. In the field `Shortcode` there is a shortcode that can be inserted into the fields for the Pipedrive.

Additional shortcodes

  • [utm_source]
  • [utm_medium]
  • [utm_campaign]
  • [utm_term]
  • [utm_content]
  • [roistat_visit]
  • [gaClientID]
  • [meta_page_url]
  • [meta_user_agent]
  • [meta_remote_ip]
  • [form_name]