Everest Forms Pipedrive GPL v1.0.4

Everest Forms Pipedrive GPL Overview

The Everest Forms Pipedrive addon seamlessly integrates Everest Forms with Pipedrive, a popular CRM platform. This integration allows you to automatically send form submissions directly to your Pipedrive CRM, enabling you to manage leads and contacts from a single location. It simplifies lead management by automatically creating contact records and ensuring that all lead data is centralized in Pipedrive.

Key Features of Everest Forms Pipedrive GPL:

1. Automatic Contact Creation:
   • Automatically create a contact record in Pipedrive for every form submission received through Everest Forms. This ensures that all leads are instantly added to your CRM without manual data entry.
2. Seamless Lead Management:
   • Send leads from your form submissions directly to Pipedrive, making it easier to track, manage, and follow up on leads from a centralized CRM system.
3. Field Mapping:
   • Easily map form fields from Everest Forms to corresponding fields in Pipedrive. This ensures that the data collected through your forms is accurately transferred to the CRM, including custom fields.
4. Multiple Pipedrive Account Integration:
   • Connect multiple Pipedrive accounts with Everest Forms by generating and associating an API key with your account. This feature is useful if you manage multiple Pipedrive accounts for different teams or projects.
5. Customizable Lead Information:
   • Choose which form fields are sent to Pipedrive and how they are categorized. You can customize the lead information to match your Pipedrive setup, ensuring that it fits your workflow and processes.
6. Streamlined Workflow:
   • Once a form is submitted, the lead is automatically pushed to Pipedrive, reducing the need for manual data entry and allowing your sales or support team to focus on engaging with leads instead of managing them.

Benefits of Using Everest Forms Pipedrive GPL:

• Efficient Lead Management:
  • Automatically sending form submissions to Pipedrive ensures that all leads are stored in one place, making it easier to manage and follow up with potential customers.
• Time-Saving Automation:
  • Eliminate the need for manual data entry by automating the process of adding new leads to your CRM. This saves time and reduces human error.
• Customizable Integration:
  • The ability to map form fields to Pipedrive ensures that your data is transferred accurately and in the format that best fits your CRM setup.
• Multiple Account Support:
  • You can integrate multiple Pipedrive accounts, which is particularly useful for businesses that use separate accounts for different departments, regions, or projects.
• Improved Sales Funnel:
  • With all leads automatically added to your CRM, you can more effectively track and manage your sales funnel, ensuring no lead is missed.
• Enhanced Productivity:
  • By automating the lead capture process, your team can focus on converting leads into customers rather than manually entering data.

Conclusion:

The Everest Forms Pipedrive GPL addon is an essential tool for businesses looking to streamline their lead management process. By automatically sending form submissions to Pipedrive, it ensures that all leads are captured and organized in your CRM without manual intervention. With customizable field mapping and the ability to connect multiple Pipedrive accounts, this addon makes it easier to manage and track leads, ultimately improving your sales and customer relationship processes.