quesihealy / cf7-pipedrive

Pipedrive Integration for Contact Form 7
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=== CF7 Pipedrive Integration === Contributors: lucasbhealy Tags: cf7, Pipedrive, Pipedrive Deal, Deal, Contact form 7 Requires at least: 3.6 Tested up to: 4.9.1 Stable tag: 1.3.1 License: GPLv2 or later License URI: http://www.gnu.org/licenses/gpl-2.0.html

CF7 Pipedrive Integration is a minimal plugin that creates a Pipedrive Deal using the form information when a Contact form 7 form is successfully submitted. Enter your API key and the forms you want Deals submitted for and you're done.

== Description ==

CF7 Pipedrive Integration is a minimal plugin that creates a Pipedrive Deal using the form information when a Contact form 7 form is successfully submitted. Enter your Pipedrive API key and the forms you want Deals submitted for and you're done.

This plugin makes use of Pipedrive's API by sending contact form data to their service. Pipedrive has their Terms of Service available here.

Tested with Contact Form 7 4.9. Known issues with Contact Form 7 version 4.3 and lower. Possible issues with version older than 4.9.

== Installation ==

Installation Instruction & Configuration

  1. Download the zip file and extract the contents. Upload the 'cf7-pipedrive' folder to your plugins directory (wp-content/plugins/).
  2. Activate the plugin through the 'Plugins' menu in WordPress.
  3. Go to Contact -> Pipedrive Integration, set your Pipedrive API, and select the Contact Form 7 Forms you want to submit a Deal.
  4. Using the tabs at the top of the Contact -> Pipedrive Integration page, select which input fields you want to be associated with each Pipedrive field.
  5. That's it.

== Frequently Asked Questions ==

= How do I add Pipedrive fields? Including custom fields? =

There are 3 filters included in the plugin that allow you to alter the Pipedrive fields available. Those filters are:

  1. cf7_pipedrive_organization_fields
  2. cf7_pipedrive_person_fields
  3. cf7_pipedrive_deal_fields

For more information on these filters you can read more here.

= What if I want a Pipedrive field to have a static value, not one from an input field? =

While I plan to allow you to submit values that are not Contact Form 7 input values in the future, in the meantime you can use hidden fields. These are essentially fields that you can set the value for, but will not be visible to the user. You can read more about hidden fields for Contact Form 7 on the official website's tutorial.

= It's not working. What should I do? =

  1. Is your Contact Form 7 plugin up to date?
  2. Is our Pipedrive API correct?
  3. Are the values being submitted to Pipedrive valid? For example, we can't use characters for a phone number field in Pipedrive.
  4. Submit an issue to the plugin support form and I'll get in touch with a solution. 

== Screenshots ==

== Changelog ==

= 1.0 =

= 1.1 =

= 1.1.1 =

= 1.2.1 =

= 1.3 =

= 1.3.1 =