How to report webform submissions?

CSBA exec
CSBA exec Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

We have written several Books. Webforms within pipedrive make it easy for us make the books available. And I love that notes are generated to document who downloaded what.

Is there a way to create a summary report that shows which ebooks are the most popular? Or a detailed report of who downloaded each ebook?

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Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 123 VERIFIED MEMBER
    100 Comments Third Anniversary 25 Likes 5 Up Votes
    #2

    To make this work, I suggest creating a workflow automation that would attach a product to a deal when a webform is submitted.

    General idea:

    1. webform creates a deal, ideally with a prefix that indicates an exact book
    2. workflow automation triggers for newly created deals
    3. product is assigned based on the prefix assigned by the webform in the second step of the workflow

    repeat the workflow for each book (clone workflow, replace the instant condition to new prefix, add another product).

    You'll be able to create reports segmented by products after that, as well as quickly see all deals with any given book from the product page.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 123 VERIFIED MEMBER
    100 Comments Third Anniversary 25 Likes 5 Up Votes
    #3

    working with products would be the cleanest way. alternatively, create a custom field "Book" for a lead/deal of single or multiple options type. similar workflow, but updating the custom field will have a very similar outcome: reports segmented by that field's values.

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