Adding a Contact Us Form to your site

Hugo Sandall
Hugo Sandall Member Posts: 17 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

I have seen that there is a new option to be released soon I think.

This is where you create your own contact form and embed it in your site. Presumably it will trigger the formation of a new deal or contact supposedly?

I would like to hear from someone who has done this and are there any pitfalls?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 816 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    You can have the form submission create a new lead/deal.

    The downside of the tool is it does not have the ability to create custom upload fields.

    You also cant customize the design as much as you would a third party form tool. 

     

     

  • Hugo Sandall
    Hugo Sandall Member Posts: 17 VERIFIED MEMBER
    edited August 2020 #3
    Boris Tsibelman said:

    You can have the form submission create a new lead/deal.

    The downside of the tool is it does not have the ability to create custom upload fields.

    You also cant customize the design as much as you would a third party form tool. 

     

     

    Thanks V Much!

    Customised uploads are important so will bypass this and go for Ninja Forms.

  • Inês Batata
    Inês Batata Posts: 2,000 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited August 2020 #4
    Boris Tsibelman said:

    You can have the form submission create a new lead/deal.

    The downside of the tool is it does not have the ability to create custom upload fields.

    You also cant customize the design as much as you would a third party form tool. 

     

     

    Hi @Hugo Sandall !

    Our new webforms feature allows embedding and creating deals or leads from from submissions. It also allows redirection to another website upon submission, and the usage of custom fields to collect data. Take a look here and try them out: Web Forms (BETA). 😉

    We'd love to hear your feedback, as it's still a beta version that we want to develop more.

  • Cynthia W. Nixon
    Cynthia W. Nixon Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited August 2020 #5
    Boris Tsibelman said:

    You can have the form submission create a new lead/deal.

    The downside of the tool is it does not have the ability to create custom upload fields.

    You also cant customize the design as much as you would a third party form tool. 

     

     

    This has been part of Pipedrive (somewhat) and has moved into a new category that Pipedrive will charge to use now . :(  It was free but looks like you will have to pay to use forms now.  Totally bummed!  

  • Inês Batata
    Inês Batata Posts: 2,000 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited August 2020 #6
    Boris Tsibelman said:

    You can have the form submission create a new lead/deal.

    The downside of the tool is it does not have the ability to create custom upload fields.

    You also cant customize the design as much as you would a third party form tool. 

     

     

    Hi @Cynthia N. ! We sent out communications to all our users this week detailing how the new webforms will work for their particular case. Please check with your Admin user, they should have received an email from us. Check the Spam filter, sometimes it can have gotten stuck there.

    If any questions still remain, please reach out to our Support team and they will clarify further. Thank you!

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