Webform Integration Pipedrive
The Webform Integration with Pipedrive module is designed to integrate
Drupal's Webform submissions with Pipedrive, a customer relationship
management (CRM) platform. This module enables seamless transfer of
form data from a Drupal website to Pipedrive, streamlining lead
management and data synchronization between the two platforms.
Features
1. Automatically sends Webform submissions to Pipedrive in real-time.
2. Provides flexibility to map Webform fields to specific Pipedrive fields.
3. Allows users to configure the integration easily by entering the Pipedrive Access Token and Endpoint URL in the configuration form.
Post-Installation
1. **Enable the Module**
- Navigate to Administration > Extend and Search for Webform Integration Pipedrive.
- Enable the module.
2. **Configure the Module**
After enabling the module, configure the Pipedrive API settings:
- Go to Administration > Configuration > Web Services > Webform
Pipedrive Configurations.
- Provide the following details in the configuration form:
- **Access Token**: Enter your Pipedrive API access token
for authentication.
- **Endpoint URL**: Provide the Pipedrive API endpoint URL,
e.g., `https://api.pipedrive.com/`.
- Save the configuration to enable integration.
3. **Add the Pipedrive Handler to a Webform**
- Navigate to Structure > Webforms and select the Webform you want
to integrate with Pipedrive.
- Click on the Settings tab of the Webform.
- Under Handlers, click Add handler.
- Select the Pipedrive handler from the list of available handlers.
4. **Map Webform Fields to Pipedrive Fields**
- In the handler configuration, you will see a list of Webform fields
and their corresponding Pipedrive fields.
- Map each Webform field to the appropriate Pipedrive field based on
your data requirements.
5. **Save the Configuration**
- Once you have mapped all necessary fields and completed the configuration,
click Save.
6. **Test the Integration**
- Submit the Webform and verify that the data appears in
Pipedrive as expected.
Depends on
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Activity
Releases
| Version | Type | Core | Notes | Release date | |
|---|---|---|---|---|---|
| 1.0.x-dev | Dev | Dec 24, 2024 |