Pipedrive

Overview

The Gravity Forms Pipedrive Add-On makes it easy to send leads, contacts, opportunities, and follow-up tasks from your WordPress forms directly to Pipedrive.

Create a Pipedrive feed for any Gravity Form and choose what should happen when the form is submitted. A feed can create or update a person or organization, create a deal or lead, or schedule an activity. Map form fields to standard Pipedrive fields—including names, email addresses, phone numbers, deal values, expected close dates, and activity details—without manually transferring submission data.

The add-on also retrieves supported custom fields from your Pipedrive account, allowing each form to collect and send the information your sales process depends on. Deals can be assigned to a selected pipeline, stage, owner, and currency, while leads and activities can be assigned to members of your Pipedrive team.

When creating a deal, lead, or activity, you can optionally create or update a related person and organization as part of the same feed. This helps keep CRM records connected from the start, so sales teams can see the customer, company, opportunity, and next step together in Pipedrive.

Flexible duplicate handling gives you control over existing contacts and companies. People can be matched by email address and organizations by name. When a match is found, choose whether to update the existing record, use it without making changes, or create a new record.

You can also add a note to the records processed by a feed or automatically schedule a follow-up activity after a person, organization, deal, or lead is saved. Gravity Forms conditional logic controls which submissions are sent, while payment integrations can delay processing until payment has been received.

After processing, the add-on stores the resulting Pipedrive record IDs with the Gravity Forms entry and adds direct record links to the entry notes. This makes it easier for administrators to confirm what was sent and move between the original submission and its related CRM records.

The result is a flexible way to connect lead-generation, quote, contact, registration, and payment forms to Pipedrive—without requiring staff to re-enter submission data manually.

Key Benefits

• Create or update Pipedrive people from Gravity Forms submissions
• Create or update organizations and connect them to related people
• Create deals in a selected Pipedrive pipeline and stage
• Create leads linked to a person, organization, or both
• Schedule standalone activities such as calls, meetings, tasks, deadlines, and emails
• Automatically create a follow-up activity after another record is processed
• Add submission details as notes on related Pipedrive records
• Map Gravity Forms fields to standard Pipedrive fields
• Map supported Pipedrive custom fields for people, organizations, deals, and leads
• Assign deals, leads, and activities to a selected Pipedrive user
• Send deal and lead values using a selected currency
• Map expected close dates for leads and due dates for activities
• Match existing people by email address and organizations by name
• Choose whether to update, reuse, or duplicate matching records
• Use Gravity Forms conditional logic to control when each feed runs
• Delay feed processing until payment has been received
• Store Pipedrive record IDs with the corresponding Gravity Forms entry
• Add direct Pipedrive record links to entry notes for convenient follow-up
• Configure multiple feeds to support different actions and submission workflows

How It Works

Connect the add-on to Pipedrive by entering your company subdomain and API token in the Gravity Forms settings. The connection status confirms whether the credentials are valid and identifies the connected Pipedrive user.

Next, edit a form and create a Pipedrive feed. Choose one of the available feed actions:

• Create or update a Person
• Create or update an Organization
• Create a Deal
• Create a Lead
• Create an Activity

Map the relevant Gravity Forms fields to their Pipedrive destinations. Depending on the selected action, you can configure details such as:

• Person name, email address, and phone number
• Organization name
• Deal or lead title and value
• Deal pipeline and stage
• Lead expected close date
• Activity subject, type, and due date
• Record owner
• Currency
• Supported Pipedrive custom fields
• Note content

For deals, leads, and activities, you can also choose to create or update a related person, organization, or both. When both are enabled, the organization is processed first, followed by the person, so the person can be associated with the organization before the primary record is created.

When someone submits the form, the add-on:

1. Checks the feed’s conditional logic and payment-processing requirements.
2. Maps the submitted values to the configured Pipedrive fields.
3. Searches for an existing person by email or organization by name when duplicate matching is enabled.
4. Updates, reuses, or creates the person and organization according to the selected duplicate rules.
5. Creates the configured deal, lead, or activity and links the related records.
6. Adds an optional note containing mapped submission details.
7. Creates an optional follow-up activity.
8. Stores the resulting Pipedrive IDs with the Gravity Forms entry.
9. Adds an entry note with direct links to the related records in Pipedrive.

This creates a connected workflow in which information collected through Gravity Forms is ready for qualification, assignment, and follow-up in Pipedrive.luded from feed mapping and are never written by the add-on.