How to Connect Pipedrive to WordPress

#Overview

In this guide, you will learn how to install WP Fusion and set up a direct connection to integrate your WordPress website with your Pipedrive account.

To get started install and activate the WP Fusion plugin, then navigate to Settings » WP Fusion.

From the ‘Select Your CRM’ list choose ‘Pipedrive ’.

Screenshot of WP Fusion Settings page highlighting CRM integration options. Features API Configuration with a CRM dropdown set to Pipedrive and an Authorize with Pipedrive button. The License Key section displays a key box and a Deactivate License button.

Click ‘Authorize with Pipedrive’ to initialize the connection.

Screenshot of the WP Fusion CRM integration app installation page, listing required permissions: access to basic info, deals, contacts, and search data. Options to Cancel or Allow and Install are at the bottom. Users name and company are also displayed.

Log in to your Pipedrive account, and when prompted, click Allow and Install to install the WP Fusion app.

Once the connection is completed, click Save Changes below to save the changes.

That’s it! Your site is connected, and new WordPress users and customers will automatically be synced with Pipedrive in real time.

#Tags with Pipedrive

WP Fusion can segment contacts in Pipedrive using either Labels (built in) or a custom multiselect field, which can store a contact’s “tags”. For more information, see Pipedrive Labels.

#Webhooks

Using webhooks in Pipedrive, you can automatically sync tag changes and contact updates from Pipedrive back to WordPress. You can even import new users based on Pipedrive contacts.

Screenshot of a web application interface for creating a new webhook with WP Fusion CRM integration. It shows options for selecting events in Pipedrive, permission levels, and the endpoint URL. Fields for HTTP authentication details are present, and a Save button is visible.

For more information, see the documentation on Pipedrive Webhooks.

Was this helpful?

You may also like