WS Form PRO – Pipedrive

Streamlining Your Sales Process with WS Form PRO Pipedrive Integration

In today’s fast-paced business world, efficiency and streamlined processes are essential—especially when it comes to managing sales and customer relationships. One effective way to enhance your sales process is by integrating WS Form PRO with Pipedrive. This integration allows for seamless connections between your web forms and sales pipelines, ensuring that all potential deals are tracked and managed efficiently. Let’s delve into how you can leverage WS Form PRO Pipedrive to optimize your workflow.

Getting Started with WS Form PRO Pipedrive

To harness the capabilities of WS Form PRO in your sales funnel, first, you must install the Pipedrive add-on, which operates smoothly alongside the core WS Form PRO plugin. Once you’ve got it installed, activating the add-on requires a license key provided upon purchase. It’s crucial to distinguish this key from the one used for the base WS Form PRO.

Installation Steps:

1. Navigate to the WS Form section in your WordPress admin panel.
2. Click on Settings and select the Pipedrive tab.
3. Input your license key and hit the Activate button.

If the activation experiences any hiccups, double-check to ensure you are using the correct license key.

Connecting WS Form PRO to Pipedrive

Establishing a connection between WS Form PRO and your Pipedrive account is a straightforward process. All it takes are a few clicks:

1. Go to WS Form in the WordPress admin menu.
2. Click on Settings and again select the Pipedrive tab.
3. Hit Connect and proceed with the on-screen instructions.

For those without a Pipedrive account, setting one up on the Pipedrive website is quick and easy.

Creating Forms for Pipedrive

One of the standout features of WS Form PRO is its capability to create forms directly linked to your Pipedrive objects. Not only is this process quick (requiring only one click), but it also automates the setup so that your form is ready for immediate use.

Automatic Form Creation:

To create a Pipedrive form automatically:

1. Access WS Form from the WordPress admin menu.
2. Click on Add New.
3. Choose the Pipedrive tab at the top.
4. Select the desired pipeline and stage.
5. Sit back and observe as your form is generated.

If the pipeline you’re interested in doesn’t display, refreshing the Pipedrive tab can resolve any visibility issues.

Manual Form Customization:

Alternatively, if you prefer creating more tailored forms, you can manually configure an existing WS Form form to submit data into Pipedrive whenever a user submits their information. Here’s how:

1. While editing your form, click on the Actions icon.
2. The sidebar will open on the right—click the Add icon to introduce a new action.
3. From the action dropdown, select Add to Pipedrive.

Action Settings:

You’ll have several settings to customize:

• When Should This Action Run?: Choose whether the action should trigger on form save, submission, or both.
• Pipeline: Designate which pipeline the deal is to be pushed into.
• Stage: Identify the specific pipeline stage for the deal.

Field Mapping

Field mapping is a crucial component of this integration, as it establishes how your WP Form’s fields correspond to those within Pipedrive. For instance, you might want to link your email address field from your web form to the Person Email field in Pipedrive.

To set this up:

1. In the field mapping section, click the Add icon.
2. In the left column, select the relevant form field.
3. In the right column, choose the corresponding field from Pipedrive.
4. Repeat for all necessary fields and click Save to apply changes.

For every object type, ensure at least one of the following fields is mapped:

• Deal: Title
• Organization: Name
• Person: Name

Advanced Mapping Features

WS Form PRO also provides advanced options for custom mapping, enabling you to assign any value to Pipedrive fields, including the ability to use WS Form variables. This can be particularly useful for tracking lead sources or incorporating dynamic values, like submission IDs.

Implementing Custom Mapping:

1. Click the Add icon in the mapping section.
2. Enter your chosen value or WS Form variable in the left column.
3. Select the appropriate Pipedrive field on the right.
4. Save your settings afterward.

Adding Notes to Deals

You can enhance your deals, organizations, or persons in Pipedrive by attaching notes during the action operation. This feature ensures all relevant information is captured alongside the deal:

1. To add a note, click the Add icon in the notes section.
2. Fill in the left column with your note or a WS Form variable.
3. Indicate in the right column which objects the note should be associated with.
4. Save your changes.

Dealing with Duplicates

One of the biggest challenges when managing customer relationships is ensuring that duplicates don’t clutter your database. WS Form PRO Pipedrive integration helps you tackle this issue by allowing you to deduplicate records based on certain criteria like Organization Name, Person Name, Person Email, and Deal Title.

To Configure Deduplication:

You can access the deduplication settings during the action setup and check off the preferences that suit your needs. By ensuring deduplication is properly configured, your sales process can remain organized and streamline potential deal management.

Conclusion

With the integration of WS Form PRO and Pipedrive, businesses can significantly improve the way they handle leads and manage their sales processes. From easy installation to custom field mapping, this combination provides an invaluable tool for anyone looking to increase efficiency in their sales pipeline. Whether you opt for automatic or manual form creation, the possibilities for enhancing your customer relationship management are vast. Ultimately, using WS Form PRO Pipedrive not only saves time but also fosters better management over your leads, helping you stay ahead in the competitive landscape.