WP-Polls → PipedriveEvents and actions

Use WP-Polls events to automate Pipedrive

Choose an event from WP-Polls to start an automation, then choose from the Pipedrive actions listed below. The action settings show what information you need to provide.

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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 poll is created

When a poll is created
Create or update a person in Pipedrive

Add a person to a Label in Pipedrive when a logged-in user votes in a poll

When a logged-in user votes in a poll
Add a person to a Label 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

WP-Polls events and actions

Polls

3 events · 3 actions

View events and actions

Events

When a poll is created
When a poll is updated
When a logged-in user votes in a poll

Actions

Open a poll for voting
Close a poll
Delete a poll and its votes

About this connection

How the two tools fit together

WP-Polls: Add AJAX polls to WordPress.

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?

Connect Pipedrive, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the WP-Polls event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Pipedrive account and the audience selected.

Start here

Set up WP-Polls and Pipedrive with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for WP-Polls and Pipedrive from Noptin → Extensions. How to activate your license.
Install and set up WP-Polls on your WordPress site. Connect Pipedrive in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Choose an event from WP-Polls to 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 WP-Polls and Pipedrive?

Build the automation in your WordPress dashboard with Noptin.

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