Current customers, sending forms to collect further information.
We survey our customers bi-monthly while they participate in a year-long program. We currently use Google Forms but would like to see if there is an option to collect this info within Pipedrive and then auto-save into Google drive.
The Pipedrive service recommendation was web forms, but now that we are trialling it, it is clunky and doesn't allow us to do what we want to do. For example "From 1-10 what is your current confidence level with ____" and then we ask this same question bimonthly to monitor the change.