Ninja Forms PipelineDeals CRM
Integration with the PipelineDeals CRM that is comprehensive and painless. By utilising updated lead generation forms, you can accelerate the rate at which leads enter your sales pipeline.
Are you fed up with manually moving consumer data back and forth between your website and PipelineDeals? Are you sick of having to manage an unreliable custom integration? Do you feel constrained by the limitations of the integration provided by your existing WordPress form builder?
PipelineDeals CRM is the customer relationship management solution that the modern sales team needs because it was developed to increase sales professionals’ productivity by providing a range of strong capabilities for the organisation and development of client connections.
With this fully automated solution, you can now connect your website straight to PipelineDeals with Ninja Forms!
Features
Seamless data flow between your forms and PipelineDeals
It is relatively easy to create new fields from within the Ninja Forms builder in order to synchronise data between your forms and PipelineDeals. The process of setting up a field to transfer data from a form to a CRM requires no more than a few clicks at most. You are free to include any of the following standard fields in your submission:
- Person
- Company
- Deal
- Task
- Note
Because these default settings are pre-installed and automatically linked, the only thing left for you to do is configure them and you’ll be good to go. To configure them, all that is required is to select the PipelineDeals location that you require from a dropdown selection. Whenever a form is submitted, PipelineDeals is instantly updated with the information from the mapped field, placing it precisely where it should be.
Custom PipelineDeals data? No problem.
Do you have particular, individualised entries put up in your account? The procedure of mapping a form field to your custom fields is quite similar to the process used for mapping standard fields. No problem, no worry, no hassle. They will appear alongside the usual fields in the Ninja Forms options that you have.
No more manual data entry, no more bulky custom integrations. You only need to map out what you require once, and Ninja Forms will take care of delivering it to the appropriate location.
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