Hi there, Daniel from Cyclr, again, today we’re going to be looking at integrating Contact Form 7 with Pipedrive.
The first thing we’re going to want to do before we create the workflow is go over to our Documentation section, which is docs.cyclr.com where we actually have a contact form seven plugin, which will help you actually be able to do this.
If you go there, the URLs on the screen, read the first bit and install the plugin, we can go from there.
Right, so now in the Cyclr builder, we’re going to be using a Contact Form 7 plugin connector here. We’re also going to be going into our Pipedrive connector, which should be installed already.
We’re going to be first using the form entry method which we drag on to the builder.
When you open up the step here for setting up, they’ll give you a webhook address that you can actually paste into the the plugin that you’ve just installed, all the details are in the documentation. Put that in and that will trigger the entire workflow.
What we’re going to want to do is we’re going to want any of these form entries to then be added as a new person in Pipedrive. We will drag that onto the builder as well.
There is probably gonna be a few things we want to do beforehand, we want to make sure there’s no duplicates. We do that by looking at the ‘list people’ method and connecting that to our form entry. Then we use some logic using our decision step. What we’re going to be wanting to do is to look at the new form entry, and see if the email address is already in the list of people we have in Pipedrive.
We set this up and we’re asking if the new email address that’s been submitted in the Pipedrive ‘list of people’s’ what list complete email addresses. Then we have the true or false red or green action based on that. We’re looking for if people aren’t in that, then we can add a new person.
Using the red branch we connect that to the ‘add person’ and map the fields.
With Pipedrive, you’re going to want to have a complete name rather than first and last. You do that with the type value here.
With this step you can add multiple fields together and that will stop any incomplete fields being passed.
There we go, we put in the basic details here. Those are be created within Pipedrive when a new person contacts you via Contact Form 7.