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Discussion on Gravity Forms - Pipedrive CRM - Integration

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46 comments found.

Sonuts Purchased

Hello,

We made some changes on Pipedrive and we don’t see the new fields on wp. Can you help how to force api to push the new fields? thanks

Hello! Thanks for your choice!

Sorry, the process of resetting the field cache is not entirely clear, the cache is automatically reset once a day, but you can also do this forcibly – just re-save the settings where `API token` was specified.

You can also install the latest version, just changed this behavior, and now the field cache is reset via the `Reload fields data from CRM` button, which is available under the form where the `API token` is indicated.

Please let me know if you have any questions.

Hi,

I cant save the API token. So this plugin is useless.

Hello! Thanks for your request!

As far as I understand, you did not purchase the plugin, that is, maybe you mean some other plugin or maybe the purchase was made through another account, if so, please send your purchase code to the mail – envato@itgalaxy.company

Please let me know if you have any questions.

Hello – We have this working well on our website and instantly going into PipeDrive. However, PipeDrive is not notifying me when there is a new deal that comes in. It should activate a notification on the PipeDrive App and I also hav it set up that it should Email me. Neither of these notifications are happening. Wondered if you’ve heard of this before. Thank you.

Hello! Thanks for your request!

Unfortunately, I’m not sure that I can tell you something in this matter. There are no methods or parameters in API that can create or block notifications.

Information on setting up notifications – https://support.pipedrive.com/hc/en-us/articles/360000074009-Notifications

To be honest, it seems that at Pipedrive there is no way to send a notification about the creation of a new deal by email, since this cannot be done even through a custom workflow – for the trigger of creating a deal, the action of sending email is not available.

Perhaps you should talk about setting up notifications with Pipedrive support.

Please let me know if you have any questions.

ViaTim

ViaTim Purchased

Hi,

I’ve purchased multiple of your plugin over the last years and i’m always happy with the plugins an support. I’ve got one problem at the moment.

The first step in the proces is pushing a deal and person to pipedrive from a form. This works perfectly. The user gets an email and gets an other form to give more information to be pushed mostly to the person fields and one deal field. Al the person fields work perfectly but i cant get the one deal field to update.

I’m willing to give you acces to the site and pipedrive. You can contact me trough my profile email.

I hope you can help me!

Kind regards, Robby

Hello! Thanks for your choice!

I apologize for the inconvenience.

Sorry, but the plugin doesn’t update or find for existing deals. I think I didn’t quite understand you. Or maybe you’re talking about another plugin, for example `WC + Pipedrive`?

Please provide screenshots of the problem, as well as the plugin log.

envato@itgalaxy.company

Thanks!

I can’t get this to work and it doesn’t give me any errors. Don’t know what else to say as I can’t see what the issue might be

Hello! Thanks for your request!

I apologize for the inconvenience.

Please enable logging in the plugin settings, make a test form submission and provide a log file.

envato@itgalaxy.company

Hello Support,

I’m having trouble activating the plug-in after we pushed our new website live. Same domain, but different Wordpress files and database.

When I try to activate the license it says: “Already activated for another domain”, although I’m sure we are using the same domain.

Hello! Thanks for your request!

I apologize for the inconvenience.

Please send the domain of the site you are trying to activate on – envato@itgalaxy.company

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