Web Forms to update customer information only (no new deals/leads)

ma_wove
ma_wove Member Posts: 10 VERIFIED MEMBER
Name Dropper First Comment
in Sales CRM #1

Hi,

In our site, we need to create a form to capture and update customer information that we need to save in PipeDrive. These customers already have leads/deals going on in PD, so we don't need to create new ones. All we need to do is to update their profiles.

Is this possible with PD's web forms?

If it is not, are there any other suggestions? If using PD's web forms would it be wise to create a new deal, and then automate its deletion?

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    Use a form solution and Relay.app to update the deal. Pass on the deal ID as a hidden field.

    • Formaloo: AI-powered survey maker for lead capture and data collection and management (like Airtable?).
    • Fillout: Simple drag-and-drop, conditional logic for small businesses.
    • Typeform: Expensive, but the OG form solution providing conversational user experiences.
    • MakeForms: Code-free, file uploads, e-signatures, calculated fields.
    • GoZen: AI-powered autofill for repetitive data entry.
    • JotForm: 10,000+ templates, payments, approvals, enterprise security.
    • ConvertCalculator: Excel-like calculation forms with powerful formulas.
    • Gravity Forms: WordPress plugin, conditional logic, databases, payments.
    • TallyForms: Free, intuitive form builder, a lot like Notion.

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