How to connect Pipedrive to wordpress

Since many businesses run their websites on WordPress, it’s highly convenient when a CRM offers integration with WordPress. Pipedrive CRM is one such platform, providing the ability to connect with the world’s most widely used CMS. In this guide, we’ll walk you through how to integrate Pipedrive with WordPress.

Step 1: Install a WordPress Integration Plugin

To integrate Pipedrive with WordPress, you will need a plugin that connects the two platforms. This plugin will create a bridge between WordPress and Pipedrive. There are several plugins available, but one of the most popular options is WP Forms. This plugin allows you to create contact forms that can be easily integrated with Pipedrive, automating the process of capturing leads.

Here’s how you can install WP Forms:

1.Log in to your WordPress dashboard.

2.Navigate to the Plugins section and click on Add New.

3.In the search bar, type “WP Forms” and find the official plugin.
4.Click Install Now and then Activate the plugin.

Alternatively, you can use other integration plugins like Zapier or Automate.io, which also offer robust solutions for connecting Pipedrive with WordPress.

Step 2: Create a Contact Form in WP Forms

Once WP Forms is installed, you’ll need to create a contact form that will send data directly to Pipedrive:

1. Go to WP Forms in your WordPress dashboard and click Add New.
2. Choose a pre-built template (e.g., Simple Contact Form) or create a custom form from scratch.
3. Customize the fields you want to include, such as name, email, phone number, and message. (It varies based on your business needs.)

Step 3: Connect WP Forms to Pipedrive

To establish the connection between WP Forms and Pipedrive, follow these steps:

1. Navigate to WP Forms Settings and select the Integrations tab.
2. Find Pipedrive from the list of integrations and click on it.
3. You will be prompted to enter your Pipedrive API Key. To get this, log into your Pipedrive account, go to Settings, select API, and copy the API key provided.
4. Paste the API key into WP Forms and click Connect.

Step 4: Set Up Form Notifications and Automation

Now that the integration is complete, you’ll want to set up notifications and automation to ensure that every time someone submits a form on your WordPress site, the information gets recorded in Pipedrive:

1. In your form settings, navigate to Notifications and configure the email notifications.
2. You can set it up to send a notification to your sales team or specific personnel.
3. Additionally, set up automation to create a new lead in Pipedrive whenever a form is submitted. You can do this by mapping form fields to Pipedrive fields in the Integrations section.

Step 5: Test the Integration

Before going live, it’s important to test the integration to ensure everything is working smoothly:

1. Visit your WordPress site and submit a test form.
2. Check your Pipedrive dashboard to confirm that the new lead information appears correctly.
3. Verify that notifications and automations are functioning as expected.

Conclusion

Connecting Pipedrive CRM to WordPress helps automate lead management, synchronize data, and streamline your business operations. With tools like WP Forms or Zapier, the integration process is straightforward and can significantly improve your sales and marketing workflows. Once set up, you’ll have a powerful combination of WordPress’s flexibility and Pipedrive’s CRM capabilities at your fingertips.