GS GravDrive

GS GravDrive is a premium Gravity Forms add-on that routes form submissions directly to Pipedrive CRM (API v1). It makes it simple to map form fields to Pipedrive Persons, Organizations, and Deals, and optionally attach Notes and schedule Activities automatically.

Features

• Real-Time API Connection Verification: Checks the validity of the Pipedrive API token and displays success/error indicators immediately upon saving settings.
• Organization Mapping: Automatically searches for existing organizations by name (exact match) and links or creates new organizations.
• Person Mapping: Seamlessly maps standard form fields to Person name, email, and phone. Checks for duplicate persons by email before creating a new one.
• Deal Creation: Link deals to the created/found Person and Organization. Dynamically fetches Pipedrive Pipeline Stages and caches them via Transients for superior dashboard performance.
• Note Attachments: Map form content or write customizable templates with merge tags to create Notes associated with the Deal, Person, and Organization.
• Activity Scheduling: Automatically schedule Pipedrive Activities (Calls, Meetings, Tasks, etc.) linked to the Deal and Person (linked safely via the modern participants array to avoid API deprecation warnings).
• Conditional Logic: Full support for Gravity Forms built-in conditional logic to execute routing only when specific form criteria are met.

Installation

1. Upload the gs-gravdrive folder to the /wp-content/plugins/ directory.
2. Activate the plugin through the Plugins menu in WordPress.
3. Navigate to Forms > Settings > GS GravDrive and paste your Pipedrive Personal API Token (retrieved from Settings > Personal preferences > API in Pipedrive).
4. Save settings and verify that the green checkmark indicator appears.
5. Create or edit a form, go to Settings > GS GravDrive, and add a feed to define your routing and mapping logic.

Developer Logging

This plugin integrates with the standard Gravity Forms Logging framework. To debug requests:

1. Enable Logging in Forms > Settings > Logging.
2. Select GS GravDrive and choose the logging level.
3. View the logs under the log link to trace Pipedrive API requests and responses.

License

This plugin is licensed under the GPL-2.0-or-later license.