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  • New submission to a specific pipeline on pipedrive (WPFORMS + Zapier + Pipedrive)
Question

New submission to a specific pipeline on pipedrive (WPFORMS + Zapier + Pipedrive)

  • 3 January 2022
  • 3 replies
  • 21 views
D

Hi 
I need  to send a website inquiry submitted using WPFORM to a specific pipeline on pipedrive CRM.

Currently i am able to send the submissions to pipedrive and it appears under the default pipeline but i need to send this to a specific pipeline in pipedrive.

I dont find any settings on my WPFORMS + Zapier + Pipedrive  ZAPS.

Below is my ZAP setting
Trigger - New Form Entry in WPForms

Action - Deal in Pipedrive

 

Is this possible?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

mzsadiek
Userlevel 3
Badge +4

Hi @DFF ! You can first search for a Deal, and afterwards update that deal. Have you tried that?

Fun Fact: Both my name (Zubair) and ⁦‪Zapier‬⁩ are written in the same way in Arabic: زبير
Nate
Userlevel 5
Badge +6

@DFF you should be able to select the specific pipeline stage in your “Create a Deal” action step.


Do you not see that? If not, would you be able to include a screenshot of the action step so we can figure out the problem?

Nathan Weill - Flow Digital
jesse
Userlevel 7
Badge +9

@DFF just checking in to see how things are going here! Were you able to try the suggestions from @mzsadiek and @Nate? Let us know - we want to make sure you’re good to go here!

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