Compared to Pipedrive CRM, the Pipeline CRM (formerly known as PipelineDeals) offers the key features for twice as less. Keeping your costs to the lowest while growing your business, however, requires a cost-effective but powerful CRM system that Pipeline CRM is. So, if you are looking for an easy and cost-efficient way to connect Pipeline CRM to WordPress, we have you covered with the Pipeline CRM add-on.
Combining the Pipeline CRM add-on with our WordPress form builder, you can create upgraded lead generation forms and collect any custom data you want. It is the data that improve the quality of your leads and lead quality matters to every business.
There are probably many questions on your mind when it comes to connecting your WordPress forms with your Pipeline CRM account, so without further ado let’s get started it!
Table of contents
- How to integrate Pipeline CRM with WordPress
- Send custom data from your WordPress form to Pipeline CRM
- Sending sensitive data to Pipeline CRM
1. How to integrate Pipeline CRM with WordPress
To connect your forms with Pipeline CRM, you’ll need a free Ninja Forms plugin, an active Pipeline CRM account, and our Pipeline CRM add-on.
Linking your Pipeline CRM account to WordPress Forms
First, install the Pipeline CRM add-on. Next link your Pipeline CRM account to WordPress. Pipeline CRM account > Account Settings > Other > API Integrations by creating an API integration.
Enable the Allow Unregistered API from the API integrations tab to successfully make the connection between Pipeline CRM and Ninja Forms.
Once you click Allow Unregistered API, the pop-up will show up.
You’ll want to enter the information and save it. You can use Ninja Forms WordPress as your Application Name but you can give it any name you want. Click Create API Integration and head over to your API Keys tab to generate your API Key.
Now copy the API Key and head to your WordPress site and navigate to Ninja Forms > Settings > Pipeline Settings and enter the API Key.
After entering your API key, scroll to the bottom, click Save Settings and test your API connection. That’s it you just linked your Pipeline CRM account with your WordPress website. Now we will show you how you can create a Pipeline CRM WordPress form and send the data to your CRM account!
Add a contact from your WordPress form to your Pipeline CRM account (field mapping)
Now that you connected your WordPress forms to your Pipeline CRM account, you can start sending your contacts to Pipeline CRM. If you installed the Pipeline CRM, you will see the Add to Pipeline action under the Installed section.
To enable it, click the Add To Pipeline action. Notice the Pipeline Field Map under the action name.
Keep in mind, that the Pipeline CRM add-on creates new records and does not update existing records. This was done because any human or automated bot that enters a matching email address would have the ability to delete or overwrite all the entries in your account. For this reason, the decision was made to prevent spam-type submissions from corrupting valid data in Pipeline CRM in order to protect against malicious updates.
2. Send custom data from your WordPress form to Pipeline CRM
In order to send the custom data successfully from your form to your Pipeline CRM, you’ll need 3 things: create custom fields in Pipeline CRM, create form fields on your WordPress form, and finish mapping these fields on your WordPress form.
Create a custom field in your Pipeline CRM account
Head to your Pipeline CRM account to create custom fields that match your form fields. Navigate to your Pipeline CRM account > Account Settings > Data Entry and click Custom Fields.
If you want to add a custom field, click + Add Custom Field and select the form field type. Also, make sure you are creating the custom field under the correct Module. (Company, Deal, Person). This is important as you want to map your WordPress form field to the correct field in Pipeline CRM.
As an example, we selected the Dropdown field. Now keep in mind, that the Name you give to your custom field in your Pipeline CRM account has to match the name of your WordPress form field. (Label) Click save and you are done creating a custom field in the Pipeline CRM account.
If you want to learn more about custom fields in Pipeline CRM, make sure to check their documentation page.
Map custom fields data from WordPress to Pipeline CRM
If you successfully created a custom field in your Pipeline CRM, make sure the Name of your custom field is matching the Field Label on your WordPress form.
Mapping a form field to your Pipeline CRM custom field follows the same process as the standard fields displayed above. You will see your custom fields appear at the bottom of the Pipeline CRM dropdown list.
If your custom field in Pipeline CRM is a dropdown list, which means it allows only certain, pre-specified values, you have one additional step to ensure only the allowed values will be sent by your form. For more details on mapping custom field data, visit our documentation page.
3. Sending sensitive data to your Pipeline CRM account
Sometimes your organization stores sensitive data in your CRM system. Securing this sensitive data such as personally identifiable information (PII), or protected health information (PHI) is a critical concern for any organization. While Ninja Forms has security measures in place to prevent malicious code, Ninja Forms relies on the security of your server.
When you integrate your WordPress forms with Pipeline CRM, we don’t recommend saving sensitive data. The reason is all data is saved by default within the WordPress database.
Luckily, Ninja Forms gives you an option to disable the Record Submission action (just toggle off the button) to stop the data from saving to your server. Disabling this option your data is transferred straight to the Pipeline CRM system.
However, If you decide to store your submissions with personally identifiable information, you can set submissions to expire. Navigate to your Record Submission action, toggle on Set Submissions to expire, and type in the number of days you wish the submissions to expire.
You can also mark certain fields as Personally Identifiable Data. This means when Delete Data Request is processed, all Personally Identifiable Data (PII) on your form will be anonymized rather than deleted.
Want to learn more about General Data Protection Regulations? Make sure to check the following article!
Create a Pipeline CRM WordPress form in minutes!
Congratulations! You’ve just learned how to connect Pipeline CRM to WordPress using the Pipeline CRM add-on and a free Ninja Forms plugin. We also showed you how to send custom data from your form to Pipeline CRM, and how to handle sensitive data on your form.
With the Pipeline CRM add-on from Ninja Forms, you can easily make the connection between your WordPress site and your Pipeline CRM account without the need for third-party software that comes with extra expenses.
Go ahead and grab the Pipeline CRM add-on today! Pipeline CRM add-on is part of our Agency membership but unlike our competitors, we give you the option to purchase our add-ons individually for a single site, 5 sites, or 20 site license.
We don’t want you to worry about losing your money so we offer a 14-day money-back guarantee on all our add-ons and membership plans. This time should allow you to test and find out if our products fit your needs. If not, the full refund is on the way!
