{"id":1708,"date":"2012-08-21T13:09:48","date_gmt":"2012-08-21T13:09:48","guid":{"rendered":"http:\/\/www.123formbuilder.com\/docs\/?p=1708"},"modified":"2022-12-09T15:13:06","modified_gmt":"2022-12-09T15:13:06","slug":"pipeline-deals","status":"publish","type":"post","link":"https:\/\/www.123formbuilder.com\/docs\/pipeline-deals\/","title":{"rendered":"123FormBuilder and Pipeline Deals Integration"},"content":{"rendered":"<div class=\"defaultText\">\n<div class=\"text justify\">\n<div class=\"text\" style=\"text-align: justify\">\n<p>Integrate your forms with Pipeline Deals to have <b>People<\/b> and <b>Deals<\/b> added to your Pipeline Deals lists at every form submission. Go to <b>Integrations<\/b>, search for <b>Pipeline Deals<\/b> using the search bar, and press <b>Connect<\/b>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/pipelines.jpg\" alt=\"Pipeline Deals integration\" width=\"687\" height=\"500\" \/><\/p>\n<p>Provide your <b>API Key<\/b> in the customization lightbox and choose the type of <b>Object<\/b> that you want to create: <b>People<\/b>, <b>Deals,<\/b> or <b>People + Deals<\/b>. Needless to say that the first option sends information to the <b>People<\/b> section in your Pipeline Deals account, the second to <b>Deals,<\/b> and the third one to both.<\/p>\n<div class=\"text\" style=\"text-align: justify\">Click <b>Customize<\/b> to open the customization lightbox and create associations between the fields in your 123FormBuilder web form and the fields in your Pipeline Deals lists. New contact and lead information will be added to your Pipeline Deals account according to these associations.<\/div>\n<p>To use custom fields, make sure you connect your Pipeline Deals account to the form before going to the customization lightbox.<\/p>\n<p>Press <b>Customize<\/b> and you&#8217;ll see your custom fields on the left side, under the default fields. Associate them with your form fields and don&#8217;t forget to save upon exit.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/pipelines2.jpg\" alt=\"Pipeline Deals integration\" width=\"550\" height=\"500\" \/><\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Integrate your forms with Pipeline Deals to have People and Deals added to your Pipeline Deals lists at every form submission. Go to Integrations, search for Pipeline Deals using the search bar, and press Connect. Provide your API Key in the customization lightbox and choose the type of Object that you want to create: People, [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[83],"tags":[85,1290,1289],"class_list":["post-1708","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-applications","tag-aa_applications","tag-integrate-with-pipeline-deals","tag-pipeline-deals-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Pipeline Deals form integration | 123FormBuilder - Help<\/title>\n<meta name=\"description\" content=\"Use the 123FormBuilder - Pipeline Deals form integration to create contacts and deals through form submissions. Read our documentation on how to enable it.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.123formbuilder.com\/docs\/pipeline-deals\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"123FormBuilder and Pipeline Deals Integration\" \/>\n<meta property=\"og:description\" content=\"Use the 123FormBuilder - Pipeline Deals form integration to create contacts and deals through form submissions. Read our documentation on how to enable it.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.123formbuilder.com\/docs\/pipeline-deals\/\" \/>\n<meta property=\"og:site_name\" content=\"123FormBuilder Knowledge Base\" \/>\n<meta property=\"article:published_time\" content=\"2012-08-21T13:09:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-12-09T15:13:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/pipelines.jpg\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Pipeline Deals form integration | 123FormBuilder - Help","description":"Use the 123FormBuilder - Pipeline Deals form integration to create contacts and deals through form submissions. 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