Lead or deal
Pick Lead or Deal per form. Deals take a pipeline and stage ID, and Core Forms checks that the stage belongs to that pipeline before it creates anything.
CRM & automation
Pipedrive in Core Forms
Create Pipedrive leads or deals, matched to the right person and organization.
Bundled with Core Forms, the WordPress forms plugin with every premium feature in the box. No add-on tax.
Core Forms turns a submission into a Pipedrive lead or deal. It matches the person by email and the organization by exact name, creates whichever is missing, then opens the lead or deal and an optional follow-up activity.
When more than one person or organization matches, the action stops instead of guessing. You clean up the duplicate in Pipedrive and retry, and nothing gets attached to the wrong contact.
What you get
How Pipedrive works in Core Forms
Person and organization matching
People match on exact, case-insensitive email and organizations on exact name. Existing people keep their email list.
Custom fields
Separate JSON maps for person, organization and lead or deal fields, keyed by Pipedrive's 40-character field API keys. Field tokens keep their submitted type.
Follow-up activity
Add a subject, activity type and due date to create a linked task or call for the rep who picks it up.
Value and currency
Set a fixed value or map one from a field. Zero is accepted, with a three-letter currency code.
Checkpointed retries
Each step is recorded, so retrying a failed activity does not create the lead or deal a second time.
Set it up
Connect Pipedrive in 3 minutes
- 1
Copy your API token
In Pipedrive, open Personal preferences → API and copy the token. Note your company subdomain from company.pipedrive.com.
- 2
Add the action
Form → Actions → Add Action → Create Pipedrive Lead or Deal. Enter the subdomain and token.
- 3
Map fields and choose the record
Map email, name, phone and organization, choose Lead or Deal, set the title, then run Test action with sample data.
Want the long version? Read the step-by-step guide with screenshots of every setting.
Inside Core Forms
The action in WP-Admin
Bundled with every Core Forms license.
Pipedrive and every Core Forms-built integration on this site are included with your license.