Web form

ABizzMom
ABizzMom Member Posts: 4
First Comment
edited July 4 in Sales CRM #1

How do you request documents in the web form l forgot how to do it and I can't find the video

Answers

  • Edie Mew
    Edie Mew Member Posts: 143
    100 Comments 25 Likes Second Anniversary First Answer

    Hi @ABizzMom I don't believe we can use attach here fields in web forms via Pipedrive. There is a small workaround if the person filling the form can provide a shareable link to the doc/image/video etc.

    Or you could use a 3rd party integration for capturing data via a web form

    Hope this helps!

  • ABizzMom
    ABizzMom Member Posts: 4
    First Comment

    That’s fine thank you , I think i’ve been getting confused with it all.

    i’ll Find a work around.