If you’re already using Pipedrive CRM and your site runs on WordPress, you’ve probably felt the pain of copying leads from form submissions into your pipeline. Or worse, losing track of them entirely. Good news: you can push every WordPress form submission straight into Pipedrive (people, organizations, deals, leads, activities, even file attachments) using the Ninja Forms WordPress form plugin and our Zapier add‑on. This guide shows you exactly how to set it up in minutes.

Set it up: WordPress forms to Pipedrive in 5 easy steps

What you’ll need

• A WordPress site with the free Ninja Forms plugin installed.

• The Ninja Forms Zapier add‑on (available à la carte or included with select memberships).

• Accounts for Zapier and Pipedrive.

1) Open (or create) your lead form in Ninja Forms

Include fields you’ll want in Pipedrive: First/Last name, Email, Phone, Company, Message. Add optional fields like File Upload for RFPs or briefs—those can be attached back to Pipedrive records later.

With the Ninja Forms Zapier add-on installed and activated, you’ll have a Zapier action available to add to your form under the Emails & Actions tab of the form builder. Add that now and leave your form open in its own tab when you move on to Step 2.

2) Create your Zap

Thanks to Zapier’s new AI Zap builder, this is an absolute breeze. Just tell Zapier what you want to do. I told it:

when a new form is submitted in ninja forms, push submission data to pipedrive crm

And just like that, I have my Zap. Can’t get much easier than that!

3) Copy & paste Zapier’s webhook into your form

This is how your form and Zapier know how to talk to each other.

In your Zap, click Ninja Forms – 1. New Form Submission and copy the webhook from there:

Now back over to the tab you left open with your form and the Zapier action you just added.

1. Paste the Webhook into the Zapier Web Hook field of the action.
2. Save (Publish) the form
3. Preview the form
4. Submit the form

This established the connection between form and Zap. Head back over to your Zap now, same spot you copied the webhook from. Click Test Trigger. You should receive confirmation of the connection. If not, you skipped a step above. Just walk back through it, no worries.

4) Configure your Zap

Now back to your Zap. This time click on Pipedrive – 2. Create Deal.

First, doublecheck the Action Event (what the Zap creates in Pipedrive with each new form submission). Mine defaulted to Create Deal. But you have a full suite of options:

• Create Person (with support for multiple emails/phones and custom fields)

• Find or Create Person (dedupe via email/phone, then create if missing)

• Create Organization / Find or Create Organization

• Create Deal (assign pipeline/stage, value, owner)

• Create Lead (use the Leads Inbox)

• Create Activity (e.g., schedule a follow‑up call)

• Attach File (upload a document and link it to a deal/person/org/activity/note)
  All of the above are available within the Pipedrive Zapier app. Map each Ninja Forms field to its matching Pipedrive field (including any custom fields you’ve added in Pipedrive).

Tip for file uploads: Ninja Forms sends uploaded file URLs to Zapier. You can feed that into Pipedrive’s Attach File action to put documents right on the deal/person/organization.

Once you’re finished there, click Continue to move on. Here’s where you map your Ninja Forms fields to your Pipedrive CRM fields:

5) Test and turn on your Zap

Once you’re done mapping fields, click Continue in the Zap and Zapier will walk you through testing the Zap.

Submit the form again from your site and confirm:

• The Person (and Organization, if mapped) exists in Pipedrive.

• The Deal or Lead is created in the correct pipeline/stage.

• Any Activity and Note/File are attached as expected.
  Once you’re happy, publish the Zap—your WordPress form is now fully connected to Pipedrive.

Bonus! Advanced Mapping Tips

• Dedupe from the start. Use “Find or Create” for Person/Organization to prevent duplicates when the same lead submits multiple forms.

• Route by form. If you run multiple forms (demo request, contact, careers), add a hidden Source field and map it to a Pipedrive custom field for easy reporting.

• Auto‑assign ownership. Map a static Owner ID in the action, or branch by form input using Zapier filters/paths to assign the right salesperson

• Stage control. When creating Deals, set Pipeline and Stage explicitly so everything lands exactly where your team expects.

• Attach the brief. If your form collects files, attach them to the new Deal so reps have the context on day one.

You’re done—now every WordPress form feeds your Pipedrive CRM

By following these steps, you’ve eliminated manual data entry and made your WordPress form plugin the front door in your Pipedrive CRM workflow. New submissions create or update the right People/Organizations, open Deals or Leads in the correct pipeline/stage, schedule Activities, and even attach uploaded files.

To get started (or roll this out to client sites), just install Ninja Forms and the Zapier add‑on, then use Zapier’s Ninja Forms ↔ Pipedrive templates to build your first automation today!