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Connect your WordPress form with Pipedrive.

Every enquiry through your website form immediately becomes a deal in Pipedrive, with contact, company and message. Your form stays exactly as it is.

Typical savingapprox. 15 min per enquiry
EffortQuick to implement
Runs onServers in Germany
Tools
  1. Formenquiry is sent
  2. n8nchecks and cleans up
  3. Pipedrivecontact, company, deal
  4. Emailconfirmation and alert to sales
Starting point

Enquiries left sitting in the inbox

The contact form sends an email. Someone reads it, creates the contact in Pipedrive and copies the message into a note. When things are busy, an enquiry gets left behind and the prospect asks someone else.

How it works
  1. Your form also sends its entries to n8n. The email to you stays if you want it to.

  2. Phone numbers and email addresses are cleaned up, spam is filtered out.

  3. Pipedrive is checked for whether the person and company already exist. If so, the record is updated instead of duplicated.

  4. A deal is created in the “New enquiry” stage, with the message as a note and the page the enquiry came from.

  5. The prospect gets a confirmation, sales gets a notification.

Field by field

What gets transferred

These form fields end up in Pipedrive. Additional fields such as budget or preferred date come along too.

WordPress form → Pipedrive
WordPress formPipedrive
NamePerson
CompanyOrganisation
Email, phoneContact details of the person
MessageNote on the deal
Page of the enquiry“Source” field on the deal
Privacy consentRecord with date
Under the hood

What matters

An integration is only finished when the special cases work too. These are the typical pitfalls, and this is how we solve them.

  • SpamA spam filter and an invisible check field keep bots out before anything reaches the CRM.
  • Duplicate contactsBefore creating, the workflow searches by email address and company name.
  • Where did the enquiry come from?The page on which the form was submitted is recorded. So you can see which pages bring customers.
  • Fail-safeIf Pipedrive is briefly unreachable, the workflow tries again. No enquiry is lost.
Questions

FAQ

Which form plugins work?

Most of them: Elementor Pro, Gravity Forms, WPForms and many others can pass on entries via webhook. For Contact Form 7 there is an extension for this.

Doesn’t Pipedrive have its own web forms?

It does. But they load as an embedded window and often don’t match the look of the website. With this workflow you keep your own form in your site’s design.

Does this work without WordPress?

Yes. Any form that can pass on data can be connected, including hand-built sites like this one.

What does the integration cost?

After our initial call you receive a quote at a fixed price. What makes up the cost is explained in the guide What does automation cost?.

This integration for you? Let’s talk.
info@lumen21.de +49 8856 8690552 Initial call: 30 minutes, no obligation
Stefan Fuchs
You speak directly with me.Reply within one working day.
5.0 from 21 Google reviews