
How the Integration Works
A Seamless Flow from Contact Form to CRM
Technical Implementation Made Simple
- Website visitor submits Contact Form 7 form on your WordPress site
- Webhook trigger instantly captures all form data in real-time
- Workflow checks if contact exists in Pipedrive using email matching
- New contacts are created or existing records updated automatically
- Contact is added to Pipedrive's lead inbox with proper categorization
- Associated task is created and assigned to the appropriate sales rep
- Detailed notes with all form data are attached to the contact record
Setup requires minimal technical knowledge with guided configuration notes included in the template.