Web form // download resource from web sites

Massimo Fubini
Massimo Fubini Posts: 10
edited July 24 in Workflow Automation #1

I would like to create a web form.    

Customers/Prospects  will fill the form, 

and I'm going to send him an attachment (or redirect to a download page)

and insert an activities in to pipe drive (recall the prospect).

Suggestion?  (or 3rd party plug in)

Comments

  • Damian Scattergood
    Damian Scattergood Posts: 11
    edited July 6 #2

    Right now we do this with email templates.

    We create an email template with the file attached to it. You can save it all as a template.

    The use webforms:

    When someone completes the form in pipedrive we automatically send the email to them - so they get the file they requested. Then we schedule a new activity in pipedrive. 

    It's not perfect but it works.,

    D

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited May 2020 #3

    Right now we do this with email templates.

    We create an email template with the file attached to it. You can save it all as a template.

    The use webforms:

    When someone completes the form in pipedrive we automatically send the email to them - so they get the file they requested. Then we schedule a new activity in pipedrive. 

    It's not perfect but it works.,

    D

    Hi @Damian Scattergood , this is a good solution! You can also include a second action in that same automation workflow to create the activity for you, so you don't have to create it manually.

     

    @Massimo Fubini Take a look at Damian's solution above and see how it works out for you. I can also tell you that we're currently working on a new version of webforms that will include the possibility to redirect the prospect to download a file, so stay tuned!

  • Markus Ehart
    Markus Ehart Posts: 3
    edited July 6 #4

    Right now we do this with email templates.

    We create an email template with the file attached to it. You can save it all as a template.

    The use webforms:

    When someone completes the form in pipedrive we automatically send the email to them - so they get the file they requested. Then we schedule a new activity in pipedrive. 

    It's not perfect but it works.,

    D

    Hi Ines,

    I just ran into this discussion. two years later, and I am coming up with the same need.

    Was somthing already realized?

    I would have expected from the download template, that at during configuration I would have to store the file within the download web from and the (personal) link creation and sending an email with Link is done by Pipedrive.

    Best

    Markus