Is there a way to insert a form into an email.

Christoph Suwelack
Christoph Suwelack Posts: 28
edited July 2022 in Sales CRM #1

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

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited June 2020 #2

    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.

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