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Frequently Asked Questions about Pipedrive + WPForms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and WPForms
How does the integration between Pipedrive and WPForms work?
The integration allows you to automatically create a Pipedrive deal or contact from new form submissions in WPForms. Using Triggers and Actions, once a form is submitted in WPForms, it can trigger actions that update records in your Pipedrive CRM.
What are the key triggers available when integrating WPForms with Pipedrive?
Key triggers include a new form submission in WPForms. This trigger activates the action steps which can create or update contacts or deals in your Pipedrive account based on the details provided in the form.
Can I filter form submissions before they are sent to Pipedrive?
Yes, you can set up conditions and filters within our platform to ensure that only specific form submissions trigger actions in Pipedrive. This way, not all submissions will automatically create or update records, allowing for more personalized data management.
Is it possible to update existing contacts in Pipedrive through this integration?
Through our service, you can use actions set up during the integration process to find existing contacts and update them with new information from WPForms submissions, preventing duplicate entries.
What fields from WPForms can be mapped to Pipedrive fields during integration?
During setup, you have the ability to map any field from your WPForms submission to corresponding fields within your Pipedrive records. Common mappings include name, email address, phone number, and custom notes.
How quickly do changes reflect in Pipedrive after a form submission?
Once a form is submitted through WPForms and triggers are activated, changes generally reflect almost instantaneously in your Pipedrive account as long as both systems are operational.
Are there any limitations on the number of forms that can be integrated with Pipedrive?
We do not impose specific limits on the number of forms you can integrate with Pipedrive. Each form can have its own unique setup for creating or updating information within your CRM system.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.