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Pipedrive Integrations

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Pipedrive Integration: Optimize Your Business Processes with the Ultimate CRM Automation

Pipedrive integrations: Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with our sales CRM. Sign up for a 14-day free trial.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress form builders and other plugins with Pipedrive. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with Pipedrive.

Pipedrive Integration Tutorials

Process of Authorization of Pipedrive Integration

First, you have to select the Pipedrive from the actions page. To do this open your Bit Integrations dashboard then click on the Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select Pipedrive from the action page.

Pipedrive Integration with Bit Integrations - Pipedrive

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Pipedrive Integration with Bit Integrations - Set Integration Name

To get your Pipedrive API Token, follow these steps:

  • Navigate to your Pipedrive account.
  • Click on the profile icon at the top-right corner, then select Personal Preferences.
  • Access the API section.
  • Your personal token will be displayed.
  • Copy and paste your API Token into the designated field for integration API Token.

Once you have successfully entered your Pipedrive API Token, click “Authorize” to proceed. Once you have successfully authorized your account then click on “Next“.

Pipedrive Integration with Bit Integrations - Authorization is Success - Click Next

Module: Select a module from the drop-down option. For example: “Leads

Pipedrive Integration with Bit Integrations - Choose Module
  • Leads
  • Deals
  • Activities
  • Persons
  • Products
  • Notes

Organization: Select the organization under the respective module. When you select an organization under the respective module in Pipedrive CRM, you will be able to view all the people related to that organization in the selected Organization view.

Pipedrive Integration with Bit Integrations - Organization

Person: Select the person from the drop-down list that you have already created in your Pipedrive CRM.

Pipedrive Integration with Bit Integrations - Person

Related List

You also have the option to add the related list to a module. Just click on the plus (+) icon next to “New Record.”

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in Pipedrive. The “Title” field is the default field in Pipedrive, so you will need to map your form’s “Title” field to this field in Pipedrive. You have the option to map additional fields by clicking on the Plus (+) icon.

Pipedrive Integration with Bit Integrations - Field Mapping
  • Title – Mandatory Field
  • Value
  • Expected close date
  • Product Name
  • Subject
  • Due date
  • Due time
  • Duration
  • Note
  • Location
  • Latitude of Location
  • Longitude of Location
  • Public description
  • Project
  • Name – Mandatory Field
  • Phone
  • Email
  • Name – Mandatory Field
  • Product code
  • Price
  • Unit
  • Tax
  • Description
  • Cost Per Unit
  • Direct Cost
  • Content – Mandatory Field

Actions

Owners: This option allows you can set a record owner of the sent record.

Pipedrive Integration with Bit Integrations - Actions - Owner

Labels: This option allows you to add the label of the record to your Pipedrive.

Pipedrive Integration with Bit Integrations - Actions - Labels

Currency: This option allows you to set the currency to the sent record.

Pipedrive Integration with Bit Integrations - Actions - Currency

Visible To: This option allows you to control the visibility of the record that will be sent to the integration.

Pipedrive Integration with Bit Integrations - Actions - Visible To

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Pipedrive. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Conditional-Logics

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Pipedrive Integration with Bit Integrations - Finish and Save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

Pipedrive Integration with Bit Integrations - Timeline
Pipedrive Integration with Bit Integrations - Success

Use Case

Bit Form with Pipedrive

Bit Form Integration with Pipedrive using Bit Integrations. when a Bit Form is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

Elementor Form with Pipedrive

Elementor Form Integration with Pipedrive using Bit Integrations. when an Elementor Form is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

Gravity Forms with Pipedrive

Gravity Forms Integration with Pipedrive using Bit Integrations. when a Gravity Forms is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

WPForms with Pipedrive

WPForms Integration with Pipedrive using Bit Integrations. when a WPForms is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

Contact Form 7 with Pipedrive

Contact Form 7 Integration with Pipedrive using Bit Integrations. when a Contact Form 7 is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

Ninja Forms with Pipedrive

Ninja Forms Integration with Pipedrive using Bit Integrations. when a Ninja Forms is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

Forminator Forms with Pipedrive

Forminator Forms Integration with Pipedrive using Bit Integrations. when a Forminator Forms is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

Formidable Forms with Pipedrive

Formidable Forms Integration with Pipedrive using Bit Integrations. when a Formidable Forms is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

Fluent Forms with Pipedrive

Fluent Forms Integration with Pipedrive using Bit Integrations. when a Fluent Forms is submitted, Pipedrive will automatically generate new entries for leads, deals, activities, persons, and products, ensuring swift and efficient data integration.

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