Ninja Forms PipelineDeals CRM 3.0.1

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Complete, effortless integration with PipelineDeals CRM. Increase the flow of leads into your sales pipeline with upgraded lead generation forms!

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Description

 


Seamless data flow between your forms and PipelineDeals

From your Ninja Forms builder, creating new fields to sync data between your forms and PipelineDeals is incredibly simple. It takes literally just a few clicks to set up a field to transfer data from the form to CRM. You can add any of the following standard fields:

  • Person
  • Company
  • Deal
  • Task
  • Note 

These standard options are built-in and automatically linked so that you need to do nothing more than set them and go. Setting them is as simple as selecting the PipelineDeals location that you need from a dropdown list. On form submission, data from the mapped field is automatically populated into PipelineDeals, right where it needs to be.

Need data passed that is not entered or even viewable by the person filling out the form? You can do that too. Embedding your own “behind the scenes” information enables you to have a standard process and naming convention for your sales team rather than relying on the form submitter to name everything through the form.


Custom PipelineDeals data? No problem.

Have specific, custom entries set up in your account? Mapping a form field to your custom fields follows the same process as standard fields. No problem, no fuss, no hassle. They populate in your Ninja Forms options along with standard fields.

No more manual data entry, no more clunky custom integrations. Just map out what you need once, and let Ninja Forms send it where it needs to go!

 

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