Pipedrive webform reports?

Martin Bukacek

Hey! My team members struggle with spending too much time analyzing data we receive through Pipedrive webforms. Exporting sheets and running custom analytics is a time consuming hell. 

Does Pipedrive plan any easy report summaries of data users fill in through web forms? 

How do you folks handle that?

Inês Batata

Hi @Martin Bukacek !

I would use the pipeline and stage that the deals generated by your webforms go to as a condition when creating your custom report in Insights. Learn more about this here: Insights reports: Deal Performance.

That could be an option to make your life easier.