Add a person to a Label in Pipedrive when a specific Convert Pro form is submitted
When a specific Convert Pro form is submitted.
Add a person to a Label in Pipedrive
Convert Pro → PipedriveEvents and actions
Use Convert Pro submissions to automate Pipedrive
Add people to Pipedrive when they submit your Convert Pro form. Choose the form and destination, match the email field, then test it.
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Create or update a person in Pipedrive when a specific Convert Pro form is submitted
- When a specific Convert Pro form is submitted.
- Create or update a person in Pipedrive
Available in Noptin
Pipedrive actions
People
2 actions
View actions
- Create or update a person in Pipedrive
- Remove a person from Pipedrive
Labels
2 actions
View actions
- Add a person to a Label in Pipedrive
- Remove a person from a Label in Pipedrive
Available in Noptin
Convert Pro events
Forms
1 event
- When a specific Convert Pro form is submitted.
About this connection
How the two tools fit together
Convert Pro: Convert Pro is an advanced lead generation popup plugin with a drag and drop editor that helps you create beautiful popups and opt-in forms to boost your website conversions. With Convert Pro you can build email lists, drive traffic, promote videos, offer lead magnets and a lot more.
Pipedrive: Pipedrive is a sales-focused CRM platform that helps teams manage leads, track communications, and close deals with an intuitive pipeline management system.
What information can you send?
First choose the Convert Pro form. Noptin then shows the answers that form collects, so you can send the right ones to Pipedrive.
Lists, tags, and custom fields depend on the connected Pipedrive account and the audience selected.
To add a contact, your form needs an email field. You can send other answers only if the form collects them.
Start here
Set up Convert Pro and Pipedrive with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Convert Pro and Pipedrive from Noptin → Extensions. How to activate your license.
- Install and set up Convert Pro on your WordPress site. Connect Pipedrive in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Select the Convert Pro form whose submissions should start the automation.
- Choose an action from Pipedrive in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
Ready to connect Convert Pro and Pipedrive?
Build the automation in your WordPress dashboard with Noptin.
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