How the Integration Works

How the Integration Works

A Seamless Flow from Contact Form to CRM

Technical Implementation Made Simple

  1. Website visitor submits Contact Form 7 form on your WordPress site
  2. Webhook trigger instantly captures all form data in real-time
  3. Workflow checks if contact exists in Pipedrive using email matching
  4. New contacts are created or existing records updated automatically
  5. Contact is added to Pipedrive's lead inbox with proper categorization
  6. Associated task is created and assigned to the appropriate sales rep
  7. 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.