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Contact Form 7 - Pipedrive CRM - Integration

Contact Form 7 - Pipedrive CRM - Integration

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Contact Form 7 Pipedrive CRM Integration is a Pipedrive CRM integration plugin for WordPress that makes it really simple to send your Contact Form 7 forms directly to your Pipedrive CRM account. After the integration, submited the form are automatically added as lead, deal, person & organization, activity or deal & activity to the specified account in Pipedrive CRM, together with additional data.

BENEFITS OF OUR PLUGIN:

FEATURES:

  • Integrate your `Contact Form 7` forms with Pipedrive CRM.
  • You can choice that your want to generate – lead, deal, person & organization, activity or deal & activity.
  • When creating a lead/deal/activity, a person and an organization are created (or used existing if there is) and connected to it.
  • Fields are loaded from the CRM (including custom fields).
  • You can set up each form personally, specify which information your want to get.
  • Sending in two modes: immediately when submitting the form or with a slight delay through `Action Scheduler`.
  • Supports getting `utm` params from the `URL`.
  • Supports for sending `GA Client ID`.
  • Supports for sending `roistat_visit` cookie.
  • Supports uploaded files (for type `lead`, the files are added to person).
  • Multiple pipeline support.
  • Compatible with `Contact Form 7 Multi-Step Forms`. (when configuring, you need to fill in the fields with all the steps in the last form).
  • Integrate unlimited `Contact Form 7` forms.

IMPORTANT NOTES:

  • This plugin requires the `Contact Form 7` plugin.

HOW DO I GET UPDATES?

For information about the new version and the installation of updates, you can use the plugin from Envato – Envato Market WordPress Plugin.

CHANGELOG

v1.27.0

- Feature: new filter `itglx/cf7/pipedrive/fields-after-form-submission` (#185).
- Fixed: sending data to a field of type `double` (#182).

v1.26.0

- Feature: for type `lead` the files are added to person (#150).

v1.25.0

- Feature: improvement of the interface of the settings page (#117).
- Fixed: do not cast `duration` as time (#108).
- Fixed: enqueue assets on the page for adding a new form (#102).

v1.24.0

- Feature: new filter `itglx/cf7/pipedrive/ignore-sending` (#90).
- Fixed: checking built-in permissions `cf7` instead of additional (#91).

v1.23.2

- Fixed: filling non-numeric `enum` (#59).
- Fixed: field type `note` for `lead` (#43).

v1.23.1

- Fixed: generation php `notice` when replacing special tags (#41).

v1.23.0

- Feature: support for copying settings when duplicating a `form` (#39).
- Fixed: enqueue admin assets for non-standard interface (#40).

v1.22.0

- Feature: use `action scheduler` instead of `wp cron`.
- Fixed: using `note api` for `note` to lead.

v1.21.0

- Feature: merging values in multiple custom fields when updating an exising person.
- Feature: search for a person by phone & email instead of a name & email.
- Fixed: `limit` on the number of fields has been increased to the maximum possible 500.

v1.20.2

- Chore: deps update.
- Fixed: compatibility with `SG Optimizer`.
- Fixed: processing of uploaded files due to changes in CF7 5.4
- Chore: default log file path, moved to `WordPress` uploads directory.
- Feature: added support custom `deal` fields to `lead`.

v1.19.1

- Fixed: do not cast time to UTC for custom fields.
- Feature: the ability to fill in products in a deal by sending the names of existing products.

v1.18.4

- Chore: use `webpack` to build assets.
- Chore: the ability to select multiple labels to send (lead).
- Fixed: sending lead data, casting the value `owner_id` to a number, if filled.
- Chore: minor improvements in downloading the log through the admin panel.
- Feature: added support `lead` creation.

v1.17.3

- Fixed: prepare date/time values.
- Fixed: fourth parameter of the `wpcf7_special_mail_tags` filter.
- Chore: add actions `itglx_cf7pd_person_created` and `itglx_cf7pd_deal_created`.
- Feature: added the ability always create a new person, without searching for an existing one.

v1.16.3

- Chore: added filter `itglx_cf7_pipedrive_send_deal_fields`.
- Chore: ignore deal service fields.
- Fixed: compatibility `Drag and Drop Multiple File Upload PRO - Contact Form 7`.
- Feature: compatibility `Drag and Drop Multiple File Upload PRO - Contact Form 7`.
- Feature: using the new search API.
- Feature: support for processing utm tags when using caching plugins.

v1.13.2

- Chore: use composer autoloader.
- Fixed: populate select and multiselect.
- Feature: use any `utm_` params in `URL`.

v1.12.1

- Chore: the list of users id is displayed next to the field of the user type.
- Feature: support sending cookie `roistat_visit` to CRM.

v1.11.2

- Fixed: check may be the utm is already filled.
- Fixed: possible search error of the existing organization in part of the name.
- Feature: update for an existing person and organization.

v1.10.2

- Fixed: pipedrive date format.
- Fixed: special mail tags support.
- Feature: added compatibility `Contact Form 7 Lead info with country`.

v1.9.3

- Chore: more error handling.
- Fixed: `created_by_user_id` activity field is no longer used, its value is set automatically.
- Fixed: pipedrive date format.
- Feature: Support for uploaded files.

v1.8.1

- Feature: Add `note` to a `person` - for type `Person & Organization`.

v1.8.0

- Feature: added the ability to log requests to CRM (disabled by default).
- Feature: populate the value of the select and multiselect field from the form field.

v1.7.0

- Feature: Send crm by cron.

v1.6.0

- Feature: Support for `GA Client ID`.

v1.5.0

- Feature: Added compatibility `Contact Form 7 – Success Page Redirects`.

v1.4.1

- Fixed: special mail tags support.
- Feature: Create a `deal` and `activity` together.

v1.3.0

- Feature: Support for `activity`.

v1.2.0

- Feature: Support for `utm` params in `URL`.

v1.1.0

- Feature: Support for multi pipeline.
- Feature: Add `note` to a `deal`.

v1.0.0

- Initial public release
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