Hi Freelancers,
I would like to integrate my Gravity forms setup with my Pipedrive CRM setup over at: [login to view URL]
The idea here is to add a lead into Pipedrive every time a lead is submitted through Gravity Forms.
Here is how it is done:
I have already done the first 3 steps required which according to Pipedrive and the Gravity form support, is to:
1. Add the following function to the [login to view URL] of my theme.
[login to view URL] (refer to Example 4)
The purpose of this is so that it outputs Gravity form confirmation emails in plain text format instead of html format.
2. Enable the Email API Feature within Pipedrive
3. Use the special email provided by Pipedrive and add it to Gravity forms notification emails.
Reference: [login to view URL]
------------------------------------------ Up to this point, I have done already------------------------------------------------------
4. The next step according to the support email I received from Pipedrive support is to customize the lead notification email sent by Gravity format to be in the following format:
{
"item_type": "deal",
"title": "Title of the deal",
"owner": "",
"stage_id": "1",
"person": {
"name": "John Doe",
"email": ""
"phone": "XXXXXXX"
}
}
The only 3 variables above would be the person's name, email and phone
Thank you for reading my project brief.
Kindly bid only if you are confident of doing this task.
Many thanks.
we have wordpress developer. so we can do this. you can contact with us.
thank you.........................................................
note:it is our test profile
Hi there, I took the liberty to read, and below is a description of my plans:
It looks like you have the steps correct but I would like to double check.
After that, I would like to "catch" the output(that's supposed to email pipedrive), and see if that's correct.
If all else fails, direct API calls are usually easiest.
I'm new here as you can see by my lack of ratings. You can contact my by skeeqyp(filtered word) with the id iautomationclients. I'm a very experienced web developer, and I can assure professional talk and work. I'm also looking for long term work if that's available.