Web Form - Find Data

Edie Mew
Edie Mew Member Posts: 166 VERIFIED MEMBER
Third Anniversary 100 Comments 25 Up Votes 25 Likes

It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link the conversation as a note against their Contact Detail page. Or you could customise the outcome, as there would need to be a consideration of if the system will search for Open / Won / Lost Deals as well?

What would be best - assign the existing customer web form submission against the Contact as a note or as an Activity with the Contact Owner as Activity Owner?

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