Conecte Gravity Forms y Pipedrive para desbloquear el poder de la automatización
- No se requiere tarjeta de crédito
- Free para siempre para las funciones principales
- Prueba de 14días para funciones y aplicaciones premium
Configura tu primera integración
Conecte rápidamente Gravity Forms a Pipedrive con una plantilla Zapier.
Nuestra plantilla más popular
Cómo funciona Zapier
Zapier facilita la integración de Gravity Forms con Pipedrive - sin código. Vea cómo puede realizar la configuración en minutos.
Elija un trigger
Un trigger es el evento que inicia tu Zap, como un "Envío de formulario" de Gravity Forms.
Añade tu acción
Una acción ocurre después del trigger, como "Agregar descuento al trato" en Pipedrive.
¡Estás conectado!
Zapier se conecta sin problemas Gravity Forms y Pipedrive, automatizando su flujo de trabajo.
Desencadenantes y acciones compatibles
Zapier te ayuda a crear flujos de trabajo que conectan tus aplicaciones para automatizar tareas repetitivas. Un trigger es un evento que inicia un flujo de trabajo, y una acción es un evento que realiza un Zap.
- FormularioRequerido
- ¿Utilizar etiquetas de campo de administración?
PruébaloDesencadenarInstante- FormularioRequerido
AcciónEscribir- Nueva actividad
Se trigger cuando se crea una nueva actividad.
PruébaloDesencadenarInstante - Nuevo Trato
Se activa cuando se crea un nuevo trato.
PruébaloDesencadenarInstante
- FormularioRequerido
AcciónEscribir- Filtro de actividadRequerido
PruébaloDesencadenarSondear- Copiar
- FilterRequerido
- Estado del trato
PruébaloDesencadenarSondear- Nuevo cliente futurible
Se dispara cuando se crea un cliente futurible.
PruébaloDesencadenarSondear
Zapier es la plataforma de automatización elegida por el 87% de las empresas de Forbes Cloud 100 en 2023
93%
Clientes que dicen que usar Zapier los ha ayudado a mejorar en su trabajo
25m
Los clientes han creado más de 25 millones de Zaps en la plataforma
6 minutos
El usuario promedio tarda menos de 6 minutos en configurar un Zap
Formas prácticas de utilizar Gravity Forms y Pipedrive
Capture customer details into your CRM
When someone submits a form on your website created using Gravity Forms, Zapier automatically creates a new contact in Pipedrive with their details. This eliminates the need for manual entry, ensuring no lead is overlooked. It also saves time and supports better lead tracking by having everything centralized.
Propietario de un negocioPush form submissions into your campaigns
When a new form is submitted via Gravity Forms, Zapier sends the details to Pipedrive by creating a new deal. This enables your marketing team to incorporate campaign responses directly into their sales pipeline for better visibility and smooth communication between teams.
Marketing y operaciones de marketingCreate deals for leads from form submissions
When a prospective customer fills out a form built using Gravity Forms on your website, Zapier adds them as a new deal in Pipedrive. This ensures instant follow-up and helps improve sales conversion rates while reducing lead response time.
Operaciones de ventasAprenda a automatizar Gravity Forms en el blog de Zapier
Aprenda a automatizar Pipedrive en el blog de Zapier
Frequently Asked Questions about Gravity Forms + Pipedrive integrations
¿Eres nuevo en la automatización con Zapier? No estás solo. Aquí encontrará algunas respuestas a preguntas comunes sobre cómo funciona Zapier con Gravity Forms y Pipedrive
¿Cómo puedo integrar Gravity Forms con Pipedrive?
You can integrate Gravity Forms with Pipedrive by using a third-party tool like Zapier. This involves setting up triggers and actions where a form submission in Gravity Forms can trigger the creation of a new deal or contact in Pipedrive.
What are some common triggers for the Gravity Forms-Pipedrive integration?
Common triggers include new form submissions, specific field entries, or approval statuses in Gravity Forms that can trigger actions such as creating new contacts, deals, or activities in Pipedrive.
Are there any prerequisites for integrating Gravity Forms with Pipedrive?
Before integrating, ensure you have active accounts on both Gravity Forms and Pipedrive. Additionally, you'll need an integration tool like Zapier to connect them through triggers and actions.
Does the integration support custom fields mapping from Gravity Forms to Pipedrive?
Yes, during the setup of your integration workflow, you can map custom fields from your Gravity Form submissions to corresponding fields in Pipedrive. This ensures that all specific data required is accurately captured.
Can I update existing records in Pipedrive through this integration?
Our integration setup allows for updating existing records in Pipedrive based on new form submissions. You need to use an appropriate trigger-action configuration where an entry update in Gravity Forms modifies data within matching records in Pipedrive.
Is it possible to automate follow-ups using the integration between these two platforms?
Yes, you can automate follow-ups by setting up workflows where form submissions trigger tasks or activities within Pipedrive. This automation helps streamline follow-up processes without manual intervention.
What kind of error handling is available during the sync process?
In case of errors during the sync process between Gravity Forms and Pipedrive, we provide logs and notifications to help diagnose issues quickly. You'll also have access to retry options to handle temporary issues efficiently.
