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Discussion on Gravity Forms - Pipedrive CRM - Integration

Discussion on Gravity Forms - Pipedrive CRM - Integration

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52 comments found.

hi, tnx for your recent update.

I’ve got two issues i cannot solve myself.

1) when i use the option Deal & Activity, there appears no activity in pipedrive at all. It should be linked to the deal directly i assume? what is going wrong?

2) i need to fill fields with an date. i want to automate it with ‘today()’. Then it creates the date ‘1 jan. 1970’. How to solve?

Hello!

I apologize for the inconvenience.

1) Check, please, maybe there is an empty required field on the tab `Activity fields`.

2) Please use built-in `gravity forms` tag – {date_dmy}. And also download the latest version of our plugin, as there really was a problem with the date format.

You can find more information about the built-in tags – https://docs.gravityforms.com/merge-tags/

Please let me know if everything will work out.

Thanks!

tnx. the date is fixed in the update and by using the merge. The problem with the activity isn’t solved. I see two required fields (subject and type). The field deal_id says ‘automatically’. There is no activity created in pipedrive.

Thanks for the feedback!

Please enable logging (you’ll find the checkbox next to the field to specify the API key), do 1 to 2 test form submissions and send me a file. iwant.tobeliwe@mail.ru

Thanks!

hi, i’ve installed gravity-pipedrive crm plugin. When i tested it, an new deal was attached to an existing organisation with ALMOST the same name.

problem: 1) doen’t it check on exactly this name? 2) doen’t it update an organisations fields when the organisation is exiting?

Hello! Thank you for your choice!

I apologize for the inconvenience.

1 – the problem is resolved. 2 – feature added.

Update already released. Please download the latest version.

To enable the update of the organization, you need to enable the checkbox on the tab `Organization fields`.

Please let me know if everything will work as you expected.

Thanks!

I’m having the same problem.. The plugin stops to send from my Pipedrive. Setup is OK, but don’t send my Deals.

Hello!

I apologize for the inconvenience.

Please enable logging (you’ll find the checkbox next to the field to specify the API key), do 1 to 2 test form submissions and send me a file. iwant.tobeliwe@mail.ru

Thanks!

Hello,

unfortunately I am having issues with the data workflow.

The Plugin is correctly configures: API code is set and the fields are correctly configured (including checkbox with send) but no info is being sent over to pipedrive.

This used to work but after yesterday it stopped working. I did some changes on the Pipedrive fields.

Additionally the other plugin pipedrive – wocoomerce started generating PHP errors on the checkout, making it impossible to purchase on our site. I deactivated the plugin temporarily.

I would appreciate your promt support.

I have sent the screenshots to the mentioned address.

Thanks,

Hello! Thank you for your choice!

I apologize for the inconvenience.

Sorry, but I did not receive a letter with screenshots. Please specify which mail you sent?

Thanks!

Hello,

thanks for your reply. :)

I sent the screenshots to iwant.tobeliwe@mail.ru

I will resent everything again now.

Thank your and best regards,

Alvaro

E-mail is correct.

For some reason, nothing comes to me :(

Please send request through the profile page. https://codecanyon.net/user/iwanttobelive

Thanks!

Hi, My gravity form and pipedrive is connecting, but no contact data in the deal. could you please reply me trough abby@growdigitalmarketing.co.nz. thanks Abby

Where do I find the documentation on how to use the pipe drive gravity forms plugin? I have tried searching the internet and the code canyon site. I can’t find it.

Hello! Sorry for waiting.

https://wordpress-plugins.xyz/gravity-forms-pipedrive-crm-integration-instructions/

Please let me know if you have any questions.

Thanks!

Where do I find the documentation on installing and setting up this plugin?

I’ve been unable to pass along “Notes” fields from GF to Pipedrive. I only seem to able to populate the “Deal Fields” within Pipedrive. Anything mapped under “Note fields” or “Activity Fields” doesn’t appear to be passed through to Pipedrive.

How can fix/troubleshoot this?

Hello! Thank you for your choice!

I apologize for the inconvenience.

Please send me screenshots of tabs with fields. iwant.tobeliwe@mail.ru

Thanks!

Hi,

This plugin is not working.

In form settings the field box tabs at the bottom of page for lead generation are all blank ie. Deal fields, Personnel fields..

Please advise, Thanks

Hello!

I apologize for the inconvenience.

Very strange behavior, as if CRM did not return the fields.

Please provide temporary access to the administrative panel of the site for problem analysis. iwant.tobeliwe@mail.ru

Thanks!

I can not activate the plugin. below the error displayed Parse error: syntax error, unexpected ‘[’ in /home/quintessenceluxu/public_html/wp-content/plugins/gravityforms-pipedrive-integration/includes/CrmFields.php on line 6

Hello! Thank you for your choice!

Please use PHP 5.4+

Please let me know if you have any questions.

Thanks!

It’s working now but I found other errors when I submit new entrie

the first error Notice: Undefined index: cbefe96a72cd125b7037769ac9ee5598f3d9f82f in /home/quintessenceluxu/public_html/wp-content/plugins/gravityforms-pipedrive-integration/includes/GF.php on line 220

then an Fatal error: Call to undefined function IwantToBelive\Gf\Pipedrive\Integration\Includes\array_column() in /home/quintessenceluxu/public_html/wp-content/plugins/gravityforms-pipedrive-integration/includes/GF.php on line 223

Hello!

Sorry for the inconvenience.

Already fixed. Please download the latest version.

Let me know if you have any questions.

Thanks!

Hey,

The lead details were received in pipedrive now, but there is no field mapping. I can’t see the contact details inside pipedrive.

I am saving it as ‘person or organization’

Also, I have some custom fields created in my gravity forms and I need all the lead data in pipedrive. please suggest the best way to do this. It will be great if you can send some tutorial/ indtructions.

please keep raje.kaur79@gmail.com in loop while replying to this query.

Thanks, I can share screen with you over a skype call, the skype id is same as gmail raje.kaur79@gmail.com . Can’t share credentials

Well, I think then the screenshots will be more effective.

Please make screenshots of the form settings and mark the problem fields.

Thanks!

shared via email

Hey there!

I am having troubles connecting this with pipedrive. my data doesn’t go anywhere.

I have entered the API key, Please help in this regard ASAP.

Hello! Thank you for your choice!

I apologize for the inconvenience.

It turns out you have specified an API key and have now proceeded to configure the forms.

Please check checkbox `Enable send` is activate and the required fields with an asterisk when configuring the form. For example, if you have selected type `Deal`, check the tab `Deal fields`.

Let me know if this will solve the problem of sending the data to CRM.

Thanks!

Hello,

I have try to install the plugin but its not activating i am getting error “To run the plug-in, you must first install and activate the Gravity Forms plugin.” Gravity form plugin is already installed and activated but i don’t know why i am getting this error.

Let me know what i need to do to fix this

Hello! Thank you for your choice!

I apologize for the inconvenience.

It seems that you have a non-standard situation when plug-in `Gravity Forms` is located not in the directory `gravityforms`.

If so, please rename the folder with the `Gravity Forms` plugin and activate it again, then activate our plugin.

The presence of the activated plug-in is checked by the standard method of `WordPress` – `is_plugin_active(‘gravityforms/gravityforms.php’)`

Please let me know if this solves the problem.

Thanks!

Hi, great plugin. We were previously using Gravity Forms Zapier integration, and this plugin is much easier. I would highly recommend this plugin.

I do have a problem nevertheless. The information does not go through from any checklists or radio options to the notes field. Could you please send me an email address I can send more details to?

BR Aaron

Hello! Thank you for your choice!

I apologize for the inconvenience.

iwant.tobeliwe@mail.ru

Thanks!

Hi, how can i sync a select field? When o try to map this kind of field, i can only manually select a value instead of map it to a gravity form fiel.

Hello! Thank you for your request!

I apologize for the inconvenience.

I will expand the functionality as soon as possible.

Thanks!

Hello! Sorry, for waiting, the task turned out to be somewhat complicated.

Please download the latest version.

When configuring, you will see the `Form value` field, opposite the select. Simply enter a shortcode into it, similar to the other fields.

Please let me know if you have any questions.

Thanks!

This looks like a great plugin, but I’m having a major issue with it!

Whenever I try to save the settings for a form, they all disappear and the “Enable Send” option is turned off when I go back to the settings page.

I have ran a test, and all data is saved within Gravity forms, but nothing has been pushed to our PipeDrive.

Any ideas what is happening, and why we cannot get it working?

Thanks!

Hello! Thank you for your choice!

I apologize for the inconvenience.

Please provide temporary access to the administrative panel, to analyze the problem. iwant.tobeliwe@mail.ru

Thanks!

Thanks. I have sent you an email.

Hello! Many thanks!

Answered your letter.

Hi there,

Great plugin for Pipedrive and even recognises the Custom Fields!

However one issue – when the form is triggered a new contact is generated but the Deal and Activity is not generated in Pipedrive. Have you had this issue before and how do I solve it?

Thanks, T

Hello! Thank you for your choice!

I apologize for the difficulties.

Please check that you have the type checked “Deal & Activity” and required fields are filled (required fields can also be in custom fields, required fields are marked with a red asterisk).

Standard required fields: Deal – Title. Person – Name. Activity – Subject and Type.

Please let me know if this is the problem.

Thanks!

Thank you for the very quick reply and support!

It was my fault and all works perfectly now!

Great Plugin – thanks again…...

Fine, I’m very glad that you have succeeded!

Please let me know if you have any questions.

Thanks!

Maybe not the right forum but can you maybe also make a Gravity Forms – Intercom – Integration Plugin, I will definitely buy it :D

Send me a request for iwant.tobeliwe@mail.ru. I will send you a prepared version. That is, the launch of the above is no longer needed. :)

You are great!

Many thanks! Waiting for your request to mail :)

Good morning, I have a question to ask: can I not import the person but only the activity? or assign a default as a person? I mean, I have to import on pipedrive data from wordpress forms that contain “name, surname etc.” I do not want pipedrive to create a new person but only the activity with the data taken from the form fields. thanks a lot and congratulations.

Hello, digitalmediadm3! Thank you for your interest!

You can fill the settings only on the `Activity fields` tab and leave others empty, then only `Activity` will be created.

Please let me know if you have any questions.

Thanks!

Hey great plugin, it creates a deal when a form is filled but it wont create and attach a person to the deal or won’t even create a person.

I hope my help was useful!

Please let me know if you have any questions!

Hey man so it wont seem to save the settings in the form backend. Ill set up all the shortcodes in the corresponding fields and then Ill click save and it refreshes and its blank. I would really appreciate any ideas you may have!

Hello!

Answered you in a letter.

Thanks!

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