Create or update a person in Pipedrive when a specific Beaver Builder form is submitted
When a specific Beaver Builder form is submitted.
Create or update a person in Pipedrive
Beaver Builder → Pipedrive
Connect Beaver Builder to Pipedrive
Send Beaver Builder submissions to your people in Pipedrive. Choose the form, match the details, and manage the automation from your WordPress dashboard.
Requires Noptin Premium, Beaver Builder, and an account with Pipedrive.
Beaver BuilderSomeone submits your selected form
PipedriveCreate or update a person in Pipedrive
Set up and manage the rule in WordPress.
Noptin is installed on 15,000+ websitesSee what users say ↗
Your form is the starting point.
Keep collecting enquiries and signups with Beaver Builder. Use Noptin to decide what happens next in Pipedrive, without copying each submission by hand.
Make the handoff your own
- Create or update a person in Pipedrive using submitted details.
- Add a person to a label in Pipedrive.
- Choose a specific form and map the details it collects.
How to connect Beaver Builder to Pipedrive
Follow these steps to create or update a person in Pipedrive when someone submits your Beaver Builder form.
For a quicker start, describe your automation to Noptin’s AI. Review the generated rule, check its settings, and test it before using it with visitors.
Open the automation rules guide ↗Install Noptin
Install and activate the free Noptin plugin on your WordPress site.
How to install Noptin
Choose your Beaver Builder form
Go to Noptin → Automation Rules and create a rule. Search for Beaver Builder and select Form > Submitted.
Next, select the exact form you want to use, then continue to choose an action. Its fields will be available for mapping and conditions.
Choose your Pipedrive action
Search for Pipedrive and select Pipedrive > Create/Update Person. Noptin will guide you through any required license activation, add-on installation, or account connection.
Connect the account you want this rule to use when prompted.
Fill in the person fields shown by the action. Map the email field to the submitted email address, then map any other details you want to send.
Review, test, and activate
In the automation editor, use conditions to choose which submissions run the action. For newsletter signups, add a condition so the action runs only when the signup checkbox is checked. Test the form with and without the checkbox selected.
Review the rule, save it, and activate it when you are ready to test. Submit the selected form with an address you control, then check the person, mapped fields in Pipedrive.
Before you connect
Can I use a form I already have?
Yes. Select an existing Beaver Builder form in the rule. Check that it collects the fields required by your Pipedrive action.
Will every submission run this automation?
The rule uses the form you select. Add conditions when only some submissions should run it, such as those with an accepted opt-in checkbox. Check the rule with submissions that should pass and ones that should not.
What happens if the person already exists?
Use Pipedrive > Create/Update Person for an existing person. Review its field settings and test with an existing email before enabling it for visitors. For label actions, check the settings for a missing person; do not assume that every action creates one.
What do I need to buy?
You need Noptin Premium for automation rules and access to the required connection add-on. You also need your own Pipedrive account. See the current Noptin plans for pricing.
Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a person to a label in Pipedrive when a specific Beaver Builder form is submitted
- When a specific Beaver Builder form is submitted.
- Add a person to a label in Pipedrive
Supported triggers and actions
Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.
When this happens (1)
- When a specific Beaver Builder form is submitted.
Do this (4)
- Create or update a person in Pipedrive
- Remove a person from Pipedrive
- Add a person to a label in Pipedrive
- Remove a person from a label in Pipedrive
Connect Beaver Builder to Pipedrive
Send Beaver Builder submissions to Pipedrive automatically and spend less time copying details by hand.
See plans and pricing