Is it possible to use pipedrive web forms just to create contacts?
Hi guys,
I set up a registration form for people to sign up for a mailing list on my website using webforms in Pipedrive but then I noticed it automatically would generate deals also when people registered. This was unwanted on my part as these are mostly not potential customers (I run a recruitment company and these are mainly job-seekers) and they just create clutter that I need to delete later.
I looked and it is possible to toggle it to generate leads instead of deals, but I want just the contact to be automatically be generated, and nothing else. Do you know a way to do that?
Is the best way maybe to use a 3d party app integration like Wufoo or something and skip using webforms altogether?
Appreciate your help.
Andrés
Comments
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You can't do it straight with web forms
Your best bet is a third party tool and then route them into Pipedrive
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We just made a small change to our leads in Pipedrive: https://community.pipedrive.com/post/leads-inbox-improvements-for-users-in-all-plans-5f5207ea42e5de146e1c72e1
This means that leads coming from Web Forms will also create contacts (or link to existing ones). You could potentially use that. Otherwise you'd indeed need to use a third party that generates contacts only. Can also be set up with Zapier for example.
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