Hello! Thanks for your questions!

1) Our plugin is an addon to `Contact Form 7`, it does not implement the form generator and does not include any scripts and styles to the open part of the site (only the administrative panel). The plugin can work in two modes of sending to Pipedrive: immediately when sending a form or `WP Cron` with a slight delay. Given your question, option `WP Cron` is suitable for you, which does not create a delay when submitting the form.

2) In addition to the main fields of the form, you can also use special shortcodes to, for example, send information about the page from which the form was submitted. https://contactform7.com/special-mail-tags/

3) Together with the deal, you can transfer a note. The plugin does not automatically generate a note, you just need to specify everything that should get into it.

4) Yes, the plugin supports working with custom fields of Pipedrive.

Please let me know if you have any questions.

Thanks!

I have removed the [utm_medium] for the Lead Source now.

The promotion code could be anything, the promo code changes depending on the publication the ad had been in. Should I use a different field for this? Not sure if the drop-down selection for this field will work for what is needed.

Again, thank you for your speedy response to this.

Yes, in this case you should use just the text field for promocode. Please change the field type in the Pipedrive or add a new field. After that, forcibly reset the field cache – just re-save the settings where you filled `API token` (also the cache is updated automatically 1 time per day).

Please let me know if everything works out.

Thanks!

Ok, super. I will give this a go. Many thanks!

Hello! Thank you for your choice!

Please specify at what stage did you have difficulty following the instructions? It will be great if you provide a screenshot of the problem or provide more details.

Thanks!

Hi,

I created 1 form using contact form 7.. There are 4 fields..Name, Email, Number and message. I want to check this form fields data in pipedrive CRM after form submit. Where i can check data in pipedrive CRM? For that what type of setting i need to change in contact form 7 and pipedrive CRM ?

Thanks

Please use the instructions – https://itgalaxy.company/contact-form-7-pipedrive-crm-integration-instructions/

Please let me know if you have any questions.

Thanks!

We are running version 7.65.3 and i am still getting that error.

Hello! Thanks for the feedback!

So that was just the first of the possible reasons.

Well, so as not to waste your time solving problems on the hosting, I just added a “no request” license check if the site could not make a normal request. Please install the latest version and just try to check the license again, activation will simply work (as if everything was successful) if the request is not completed again normally.

Please let me know if you have any questions.

Thanks!

It says verified now.

Hello! Thank you for your interest!

When setting up a form, you can choose what you want to create in CRM – deal, person & organization, activity or deal & activity.

Creating a note works for types – deal, person & organization and deal & activity. You also need to specify the data you want to get in a note, using text and field shortcodes. The plugin does not form any basic note – you form independently what should be sent.

The plugin provides you with the fields and you decide what data and in which field will be sent.

Please let me know if you have any questions.

Thanks!

Hey, Thank you very much for your response. The native web form of Pipedrive creates a note like this: http://tinyurl.com/yxntmlus after the deal is created. I want to make sure, your plugin could create a note like this. That is what our client requests. It’s ok if we need to customize that field.

Thanks again!

Hello! Thank you for your question!

So, just made an example of the form and fill in the notes to show. https://ibb.co/WHKygDN

That is, you can fill in the contents of the note as you like. As in the mail template, you can write text and use field shortcodes, which will be replaced with values when sent to CRM.

Please let me know if you have any questions.

Thanks!

Hello! Thank you for the information provided!

I apologize for the inconvenience.

Please clear field `Creator (creator_user_id)` or use user id.

Please let me know if everything will work out.

Thanks!

Hello! Thank you for your question!

Please click `Unverify` on the current site, then you can use the purchase code on any other domain.

Please let me know if you have any questions.

Thanks!

UPDATING TickeT:

I have found the “Unverify” option and verified again in the new domain!!! Awesome function!!!

Thank you guys this plugin rocks!!!

Hello! Thank you for your choice and detailed question!

Organization (Owner) – this is the user ID from your Pipedrive, if not specified, the value will be automatically set based on the owner of the API key. If you want to specify a value, then you need to use the user ID, and not his name.

Organization (People) – You can send through this field the number of employees in the organization if you request this information in your forms.

Deal (Creator) – works by analogy with `Organization (Owner)`, as a rule most do not use it.

[gaClientID] – You can use it if you have Google Analytics installed on the site and you use this data in analytics. This value is obtained from cookie `_ga`, which is recorded by Google Analytics script. For example, the cookie value is `GA1.2.162197406.1559909136`, the final value is [gaClientID] – `162197406.1559909136`

Please let me know if you have any questions.

Thanks!

Hello! Thank you for your request!

License successfully reset.

Please let me know if you have any questions.

Thanks!

Hello! Thank you for your request!

I apologize for the inconvenience.

Unfortunately, I can not reproduce any problem in working with the latest version WP. Please clarify what happens when you submit the form, does an error message appear or something else?

Thanks!

Looks like it’s working now. I don’t know what the problem was. I enabled it, then tested it out and now it works. Maybe there was a plugin conflict that required me to deactivate then active your plugin.

Hello! Thanks for the feedback!

Please let me know if you have any questions.

Thanks!

Hello!

I apologize for the inconvenience.

If I understand correctly, you get in PD text [your-message] instead of the field contents. This can only be due to the fact that you use the shortcode – but there is no field with that name.

You will see a list of shortcode fields at the top of the tab `Pipedrive CRM` when editing a form – they are located below the text “In the following fields, you can use…”.

Check, please.

Please let me know if you have any questions.

Thanks!

Hello! Thank you for your choice and detailed question!

So, the plugin always tries to find the existing `person` (by name / mail) and existing `organization` (by name) if there is data. If the `person` exists, then a new one is not created. That is, for example, 2 forms were sent to create a `deal` and at the same time the `person` mail was the same – as a result, there will be 2 deals related to one `person`.

Also, the plug-in previously did not know how to update `persons`, it simply searched for the existing one and missed creating a new one, using the existing `persons` to connect with the `deal`, `activity`, etc.

I have already added the ability to update `person` data (you will see the checkbox on the tab `Person fields`).

Please let me know if you have any questions.

Thanks!

Hello!

I apologize for the inconvenience.

First, check the field settings – maybe something is not specified. If it seems to you that everything is fine, then provide a screenshot of the tab with fields, as well as an example of a link with parameters, in which not all data was sent.

envato@itgalaxy.company

Thanks!

P.S.: Unfortunately, support has already expired 05/01/2019. Do not forget to extend support if you consider it necessary

Check, please, maybe you did not turn on the checkbox `Disable sslverify for request`, which is located after the field `API token`.

Thanks!

Yes, I have selected this option, but the error continues

Unfortunately, there is no way to make requests even less secure. You have too old version of library `openssl` installed. This is now very, very rare. Also using the old library is a security violation.

You can also consider the option of changing the version of PHP to a higher one, since most likely it will use a newer version of the library and the problem will be solved by itself.

Please contact your hosting provider (server administrator), as the very old version `openssl` is installed (you need to update the library `openssl`).

Please let me know if you have any questions.

Thanks!

Hello!

Already done.

Please let me know if you have any questions.

Thanks!

Thanks!

Nevermind, I saw your previous comment about file uploads. Thank you!

Hello!

Thanks for the feedback that you found the answer. A little did not have time to answer you

Please let me know if you have any questions.

Thanks!

Hello! Thank you for your question!

Unfortunately, this is impossible, someone must always be the owner.

Please let me know if you have any questions.

Thanks!

I already did this, check your email.

Ah, sorry! Already looking.

Thanks!

=)