Is there a way to insert a form into an email.
Basic questions abou received goods, if quality was ok and if documentation arrived complete
Hi @Christoph Suwelack !
Yes, you absolutely can, all you have to do is insert the link to the form in your email. You can even create your webform in Pipedrive, and use email and/or link tracking to know when someone has clicked the link to the form.
Whenever they submit their responses, a new deal will be created in PIpedrive with all the data collected. You can even have a dedicated pipeline or stage for those deals, if that works best for you.