描述
Sprintplan Form Sync for Pipedrive connects your WordPress forms directly to Pipedrive CRM. No more manual data entry — every form submission is automatically synced to the right Pipedrive module.
This is an independent, third-party plugin and is not affiliated with, endorsed by, or officially connected to Pipedrive. The name “Pipedrive” is a trademark of Pipedrive OÜ.
Supported Form Plugins
- Contact Form 7 – Most popular WordPress contact form plugin
- WP Forms – Drag & drop form builder for WordPress
- Fluent Forms – Fastest WordPress form builder with smart features
- Formidable Forms – Advanced form builder with calculation capabilities
Supported Pipedrive Modules
- Persons/Contacts – Create and update contact records
- Organizations – Manage company accounts
- Deals – Track sales opportunities with automatic value formatting
- Leads – Capture potential customers with person association
- Activities – Log calls, meetings, tasks, and deadlines
- Notes – Attach notes to deals, persons, or organizations
- Products – Manage your product catalog
Key Features
- Visual Field Mapping – Easy interface to map form fields to Pipedrive fields
- Module-level Sync Control – Enable/disable sync for each Pipedrive module independently
- Smart Data Normalization – Automatic formatting for phones, emails, deal values, and dates
- Sync Activity Log – Track all sync operations with success/failure status
- Leads with Person Creation – Automatically create persons when adding leads
External Services
This plugin connects to the Pipedrive REST API (https://api.pipedrive.com/v1) to create and manage CRM records.
What data is sent and when:
- API authentication check: When you save your API token on the Settings page, the plugin sends a request to
GET /users/meto verify the connection. No user data is sent. - Field definitions: When you set up field mappings, the plugin fetches available field definitions from the Pipedrive API (e.g.
GET /personFields). No user data is sent. - Form submission sync: When a visitor submits a mapped WordPress form, the field values you have mapped are sent to the Pipedrive API to create a record (e.g. a Person or a Deal). Only the fields you have explicitly mapped are transmitted.
This service is provided by Pipedrive OÜ:
- Terms of Service: https://www.pipedrive.com/en/terms-of-service
- Privacy Policy: https://www.pipedrive.com/en/privacy
Arbitrary section
Hook Reference
Developers can extend the plugin using these hooks:
wpspi_before_create_record– Modify data before sending to Pipedrivewpspi_after_record_created– Run custom code after successful syncwpspi_wp_modules– Add support for additional form pluginswpspi_verify_ssl– Override SSL verification (default: true)wpspi_normalize_module_data– Customize data normalization per module
安装
From WordPress.org
- Go to Plugins > Add New in your WordPress admin
- Search for “Sprintplan Form Sync for Pipedrive”
- Click Install Now then Activate
Manual Installation
- Download the plugin zip file
- Go to Plugins > Add New > Upload Plugin
- Upload the zip file and click Install Now
- Activate the plugin
Configuration
- Go to Sprintplan Pipedrive > Settings
- Enter your Pipedrive API Token (found in Pipedrive Settings Personal Preferences API)
- Go to the Synch Settings tab and enable sync for the desired modules
- Go to Field Mappings to map your form fields to Pipedrive fields
- Save your settings and test a form submission
常见问题
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Where do I find my Pipedrive API token?
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Log in to your Pipedrive account, go to Settings > Personal Preferences > API, and copy your API token.
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Can I map one form to multiple Pipedrive modules?
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Yes! You can map a single form submission to create a Person, a Deal, and an Activity simultaneously.
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What happens if Pipedrive is down?
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The sync activity log will show the failure with the error message returned by Pipedrive.
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Does it support custom fields in Pipedrive?
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Yes, all your custom fields in Pipedrive will appear in the field mapping dropdown.
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Is my data secure?
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All data is transmitted securely via HTTPS to Pipedrive’s REST API. Your API token is stored in your WordPress database as a plugin option.
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贡献者及开发者
更新日志
1.0.1
- Renamed plugin to “Sprintplan Form Sync for Pipedrive” to clarify third-party status
- Replaced all cURL calls with WordPress HTTP API (wp_remote_get/post)
- Improved input sanitization for sync settings
- Renamed generic AJAX action hooks to use wpspi_ prefix
- Removed redundant load_plugin_textdomain() call
- Added external services disclosure to readme
1.0.0 – Initial Release
- First release
- Support for Contact Form 7, WP Forms, Fluent Forms, and Formidable Forms
- Support for Pipedrive Persons, Organizations, Deals, Leads, Activities, Notes, and Products
- Visual field mapping interface
- Sync activity logging
- Module-level sync controls