Integration for Pipeliner CRM v1.0.0
Every form submission becomes a Pipeliner CRM contact with a linked lead, owned by the right salesperson; opportunities and stage sync in Pro.
No credit card for the trial. Pro from $5.75/mo, billed annually. 14-day money-back guarantee.
Stop copying enquiries from your inbox into Pipeliner CRM. Integration for Pipeliner CRM turns every form submission on your WordPress site into a contact with a new lead linked to it, owned by the right salesperson, so your team can follow up while the enquiry is still warm. When the person is already in Pipeliner CRM, the existing contact is used and its empty fields filled in instead of creating a duplicate. Pipeliner CRM is now called Coevera, and the plugin works with both names. This plugin is not affiliated with or endorsed by Pipeliner CRM or Coevera.
Free
$0 forever
- Works with Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Elementor Pro Forms, Forminator and FormForge, each with its own switch and field mapping
- Built-in lead form block and shortcode with spam protection; works without JavaScript
- Per form: a contact with a linked lead, a contact only, or a lead only, with name, email, phone, job title, company, address and your custom fields
- No duplicates: existing contacts are reused and their empty fields filled in
- Owner, sales unit, lead process step and lead source per form, read from Pipeliner CRM with one click
- Your existing tags added to the new lead or contact, and the message saved as a note with the form, page and campaign
- Optional sync of new WordPress users (by role) and WooCommerce customers
- Background queue that slows down when Pipeliner CRM asks, retries and one-click resend, masked log with CSV export, encrypted credentials
Pipeliner CRM Pro
$69 per year, single site
Everything in Free, plus:
- Opportunities per form submission and per WooCommerce order, valued at the order total and linked to the customer's contact
- Two-way stage sync: opportunity moves, wins and losses reach the order, and order status changes move the opportunity
- Revenue widget: what your site's opportunities won in the last 30 days
- Routing rules for owner, sales unit, lead step, tags and opportunity step, with round-robin owners
- More Pipeliner CRM spaces, historic entries backfill, mapping import and export, and a 7-day sync widget
Screenshots
Pro pricing
One licence covers updates and support for a year. Pick the number of sites you run it on.
Checkout and licensing run on Freemius, our merchant of record. 14-day money-back guarantee. Prices in USD; any applicable tax is shown at checkout.
Requirements
WordPress 6.4 or newer (tested up to 7.1), PHP 7.4 or newer. Works with the block editor and the classic editor.
Installation
- Download the free version or start the Pro trial above. Freemius emails you the zip and, for Pro, your licence key.
- In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and activate it.
- Pro: paste the licence key when the plugin asks for it, or later under the plugin's Account screen.
Stuck? Open a support ticket and include your WordPress and PHP versions.