Sprintplan Form Sync for Pipedrive

설명

Sprintplan Form Sync for Pipedrive connects your WordPress forms directly to Pipedrive CRM. No more manual data entry — every form submission is automatically synced to the right Pipedrive module.

This is an independent, third-party plugin and is not affiliated with, endorsed by, or officially connected to Pipedrive. The name “Pipedrive” is a trademark of Pipedrive OÜ.

Supported Form Plugins

  • Contact Form 7 – Most popular WordPress contact form plugin
  • WP Forms – Drag & drop form builder for WordPress
  • Fluent Forms – Fastest WordPress form builder with smart features
  • Formidable Forms – Advanced form builder with calculation capabilities

Supported Pipedrive Modules

  • Persons/Contacts – Create and update contact records
  • Organizations – Manage company accounts
  • Deals – Track sales opportunities with automatic value formatting
  • Leads – Capture potential customers with person association
  • Activities – Log calls, meetings, tasks, and deadlines
  • Notes – Attach notes to deals, persons, or organizations
  • Products – Manage your product catalog

Key Features

  • Visual Field Mapping – Easy interface to map form fields to Pipedrive fields
  • Module-level Sync Control – Enable/disable sync for each Pipedrive module independently
  • Smart Data Normalization – Automatic formatting for phones, emails, deal values, and dates
  • Sync Activity Log – Track all sync operations with success/failure status
  • Leads with Person Creation – Automatically create persons when adding leads

External Services

This plugin connects to the Pipedrive REST API (https://api.pipedrive.com/v1) to create and manage CRM records.

What data is sent and when:

  • API authentication check: When you save your API token on the Settings page, the plugin sends a request to GET /users/me to verify the connection. No user data is sent.
  • Field definitions: When you set up field mappings, the plugin fetches available field definitions from the Pipedrive API (e.g. GET /personFields). No user data is sent.
  • Form submission sync: When a visitor submits a mapped WordPress form, the field values you have mapped are sent to the Pipedrive API to create a record (e.g. a Person or a Deal). Only the fields you have explicitly mapped are transmitted.

This service is provided by Pipedrive OÜ:

  • Terms of Service: https://www.pipedrive.com/en/terms-of-service
  • Privacy Policy: https://www.pipedrive.com/en/privacy

Arbitrary section

Hook Reference

Developers can extend the plugin using these hooks:

  • wpspi_before_create_record – Modify data before sending to Pipedrive
  • wpspi_after_record_created – Run custom code after successful sync
  • wpspi_wp_modules – Add support for additional form plugins
  • wpspi_verify_ssl – Override SSL verification (default: true)
  • wpspi_normalize_module_data – Customize data normalization per module

설치

From WordPress.org

  1. Go to Plugins > Add New in your WordPress admin
  2. Search for “Sprintplan Form Sync for Pipedrive”
  3. Click Install Now then Activate

Manual Installation

  1. Download the plugin zip file
  2. Go to Plugins > Add New > Upload Plugin
  3. Upload the zip file and click Install Now
  4. Activate the plugin

Configuration

  1. Go to Sprintplan Pipedrive > Settings
  2. Enter your Pipedrive API Token (found in Pipedrive Settings Personal Preferences API)
  3. Go to the Synch Settings tab and enable sync for the desired modules
  4. Go to Field Mappings to map your form fields to Pipedrive fields
  5. Save your settings and test a form submission

FAQ

Where do I find my Pipedrive API token?

Log in to your Pipedrive account, go to Settings > Personal Preferences > API, and copy your API token.

Can I map one form to multiple Pipedrive modules?

Yes! You can map a single form submission to create a Person, a Deal, and an Activity simultaneously.

What happens if Pipedrive is down?

The sync activity log will show the failure with the error message returned by Pipedrive.

Does it support custom fields in Pipedrive?

Yes, all your custom fields in Pipedrive will appear in the field mapping dropdown.

Is my data secure?

All data is transmitted securely via HTTPS to Pipedrive’s REST API. Your API token is stored in your WordPress database as a plugin option.

후기

이 플러그인에 대한 평가가 없습니다.

기여자 & 개발자

“Sprintplan Form Sync for Pipedrive”(은)는 오픈 소스 소프트웨어입니다. 다음의 사람들이 이 플러그인에 기여하였습니다.

기여자

자국어로 “Sprintplan Form Sync for Pipedrive”(을)를 번역하세요.

개발에 관심이 있으십니까?

코드 탐색하기는, SVN 저장소를 확인하시거나, 개발 기록RSS로 구독하세요.

변경이력

1.0.1

  • Renamed plugin to “Sprintplan Form Sync for Pipedrive” to clarify third-party status
  • Replaced all cURL calls with WordPress HTTP API (wp_remote_get/post)
  • Improved input sanitization for sync settings
  • Renamed generic AJAX action hooks to use wpspi_ prefix
  • Removed redundant load_plugin_textdomain() call
  • Added external services disclosure to readme

1.0.0 – Initial Release

  • First release
  • Support for Contact Form 7, WP Forms, Fluent Forms, and Formidable Forms
  • Support for Pipedrive Persons, Organizations, Deals, Leads, Activities, Notes, and Products
  • Visual field mapping interface
  • Sync activity logging
  • Module-level sync controls