Integrate products to webforms

Jonas Holweg
Jonas Holweg Member Posts: 1 VERIFIED MEMBER
Second Anniversary 5 Up Votes
in Ideas and Product Feedback #1

I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals.

it would definitely make the automation / creating offers process much easier.

Tagged:
8
Up
8 votes

Submitted · Last Updated

Comments

  • Miguel CC
    Miguel CC Member Posts: 1 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    #2

    Hello, I'm trying to simplify our current landscape of tools and evaluating Webforms within Leadbooster.

    Today we have a form (from Wufoo provider) embedded in our website, and with the help of Zapier we can create the deal in Pipedrive.

    As of today, It is checking if the person exists in Pipedrive and if yes, the new deal is assigned to the user resposible for that person.

    Also, on the form the costumer is able to select the product is interested, and the deal in Pipedrive is created already with the product assigned (with help from Zapier). Is this possible with webforms? Does it have the capability to create the deal with products in?

    Thanks

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 100 PIPEDRIVE TEAM
    Fourth Anniversary 25 Likes 10 Comments First Answer
    #3

    Hello!

    Here Pedro, Engineering Manager of the Products feature.

    We have this item in the backlog but we haven't prioritized in order to solve other problems like Products + Subscriptions. We will consider it in the future. Thanks 🙏

  • geaorgeown33
    geaorgeown33 Member Posts: 2 NEW MEMBER
    First Comment
    #4

    thanks for good information all information was very well described

Categories