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.
WordPress admin dashboard:
Manual upload — FTP, SSH, SFTP etc:
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.
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.