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Ninja Forms – Pipedrive CRM – Integration

Ninja Forms Pipedrive CRM Integration is a Pipedrive CRM integration plugin for WordPress that makes it really simple to send your Ninja Forms forms directly to your Pipedrive CRM account.
35$
Updated: 31 January 2024
Sales: 67
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Step 1 – Installation

WordPress admin dashboard:

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

Manual upload – FTP, SSH, SFTP etc:

  1. Unzip `Ninja Forms – 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 `Ninja Forms` -> `Pipedrive CRM`.

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

Save settings.

If you made changes to the fields in CRM, do not forget to return to the settings page and reset the cache of fields so that the changes are reflected in the settings on the site.

Step 3 – Form settings

Go to the `Ninja Forms`. Open the form which your want to send to Pipedrive CRM.

Open setting tab “Emails & Actions” and click “Add new action” button in the lower right corner.

Click on the type you need Lead, Deal, Activity or Person & Organization.

Fill fields and click “Done” button.

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

Below is an example of the filled-in fields.

Pay attention that on each type there are minimized sets of fields. Fill them in if necessary.

For example action `Deal`.

When filling, use the built-in functionality `Ninja Forms` by clicking on the icon in the end of the field.