Pipedrive
In this guide, you’ll learn how to activate the Pipedrive integration in Prepr CMS. This integration allows content editors to embed Pipedrive forms in their content items.
Introduction
Pipedrive is a sales CRM and pipeline management software.
Activating Pipedrive integration
Activate Pipedrive in Prepr
You can activate the Pipedrive integration in Prepr by logging in to your Prepr account, going to Settings → Integrations and choosing Pipedrive. Then, simply click the Activate button.
That's it. You’ve connected Prepr to Pipedrive making it possible to choose Pipedrive for form fields.
Make Pipedrive forms available in content items
Once the Pipedrive integration is activated, the form field becomes available for models and components. To allow content editors to include Pipedrive forms in their content items, follow the steps below:
-
Go to the Schema page and click the model or component for the content items that will include Pipedrive forms.
-
Click or drag the Form field type to add the form field to the model or component.
-
Enter a name for the form field and choose Pipedrive as the platform.
-
Instead of a field in the model or component, you can also update the Dynamic content field settings to enable the Remote sources and forms content type and check the Pipedrive option to include the form in a Dynamic content field.
That’s it. The Pipedrive integration is activated and you can embed Pipedrive forms in content items.
Was this article helpful?
We’d love to learn from your feedback