Everest Forms Pipedrive v1.0.4

Everest Forms Pipedrive is an official add-on that connects Everest Forms directly to your Pipedrive account. It solves the problem of leads getting stuck in WordPress entries or email inboxes where they are easy to miss. Instead of manual copy and paste into your CRM, each submission creates structured Person, Organization and Deal records automatically, keeping your sales data accurate, organized and ready for follow up without extra admin work.

Freelancers, agencies and small business owners use it to turn Everest Forms into a front end for their Pipedrive sales process. A service site can send quote requests straight into a pipeline, a booking site can create contacts with follow up tasks, and an agency site can log full inquiry messages as notes. Day to day, you map name, email, phone, company and budget fields once, then every new submission appears in Pipedrive with the right owner and context.

Everest Forms Pipedrive Key Features

• Simple API Authentication: Connect by pasting your Pipedrive API token into the integration settings with instant validation and easy disconnect.
• Per Form Integration Settings: Enable and configure Pipedrive separately for each Everest Forms form from inside the builder.
• Visual Field Mapping: Map form fields like name, email, phone and message directly to Pipedrive Person, Organization and Deal fields.
• Automatic Person Creation: Create new Pipedrive contacts from submissions without manual data entry.
• Organization Linking: Attach each person to the correct company record using the mapped company field.
• Automatic Deal Creation: Open a new deal on submission with selected pipeline, stage, value, currency and owner.
• Conditional Logic Controls: Send data only when set conditions match, such as quote requests or specific budget values.
• Activities and Notes: Add follow up tasks and store full form messages as notes on the related record.
• Duplicate Handling: Update existing Person records by email matching instead of creating duplicate contacts.
• Custom Field Support: Works with your standard and custom Pipedrive fields so data fits your sales process.

Download Latest GPL Version of Everest Forms Pipedrive

Use the GPL files to test the Pipedrive connection in a safe staging setup before touching live sales data. Connect with an API token, check field mapping for persons, organizations and deals, confirm pipeline stages, deal values and conditional logic, and verify duplicate handling and notes. Staging tests prevent lost leads and CRM clutter, while an official license is best for live production and support.

Note: If you find difficulty to free download Everest Forms Pipedrive, contact us through Telegram or WhatsApp.