File Uploads for webforms

Hi there,

the new design of webforms is now very good, but I am missing the option to upload files.

Any plans to add the function? If yes, when?

Regards

Robert

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  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
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    edited February 24 #2

    Hi @Robert 

    Thanks for sharing! I spoke about this earlier with our team. It's still in the backlog, not being worked on right now but how hopefully we can deliver this in the future as an improvement. Glad you're already liking it!

  • Adam Metz_15020
    Adam Metz_15020 Posts: 9
    edited February 24 #3

    Mike, is there any way to do this via API in the meantime?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #4
    Adam Metz said:

    Mike, is there any way to do this via API in the meantime?

    @Adam Metz Currently it's not possible to add files to leads. We do have an API endpoint to add a file to Pipedrive: https://developers.pipedrive.com/docs/api/v1/#!/Files/post_files

    In the call you'd then need to specify the ID of the contact/org/deal it should link to. So you could potentially set up the web form to create a deal. Then fetch the ID's of the newly created data and link a file to it.

  • Adam Metz_15020
    Adam Metz_15020 Posts: 9
    edited September 2020 #5
    Adam Metz said:

    Mike, is there any way to do this via API in the meantime?

    Mike, to verify that I understand you correctly, can my colleague create a webform to allow a net-new contact (1) be created and (2) upload a file?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #6
    Adam Metz said:

    Mike, is there any way to do this via API in the meantime?

    Hi @Adam Metz 

    The default web form feature doesn't allow the file upload unfortunately. What I mean is that if you have someone with development skills on your end they could set up a custom web form where you allow a user to upload files as well. Then using our API you could still connect it all to Pipedrive. It will be a custom solution set up on your end though.

  • Adam Metz_15020
    Adam Metz_15020 Posts: 9
    edited February 24 #7

    Mike, thanks. Can you be rather specific about two different API questions here? I'd like to know how to use the API to (1) append this file to a specific lead and/or deal and (2) how to use the lead label via API.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #8
    Adam Metz said:

    Mike, thanks. Can you be rather specific about two different API questions here? I'd like to know how to use the API to (1) append this file to a specific lead and/or deal and (2) how to use the lead label via API.

    @Adam Metz 

    Endpoint to add files, just specify the ID of the item you want to link it to (lead is not available yet):
    https://developers.pipedrive.com/docs/api/v1/#!/Files/post_files

    Under this endpoint there's multiple related to lead labels. Adding, updating, etc:
    https://developers.pipedrive.com/docs/api/v1/#!/Leads

    If you or someone in your company has some development skills it should be quite straightforward.

  • Adam Metz_15020
    Adam Metz_15020 Posts: 9
    edited October 2020 #9
    Adam Metz said:

    Mike, thanks. Can you be rather specific about two different API questions here? I'd like to know how to use the API to (1) append this file to a specific lead and/or deal and (2) how to use the lead label via API.

    Great. What's the ETA on add-filed-to-lead? We'll need that.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #10
    Adam Metz said:

    Mike, thanks. Can you be rather specific about two different API questions here? I'd like to know how to use the API to (1) append this file to a specific lead and/or deal and (2) how to use the lead label via API.

    @Adam Metz unfortunately no ETA at the moment but I'll push our team and share it's important!

  • Adam Metz_15020
    Adam Metz_15020 Posts: 9
    edited October 2020 #11
    Adam Metz said:

    Mike, thanks. Can you be rather specific about two different API questions here? I'd like to know how to use the API to (1) append this file to a specific lead and/or deal and (2) how to use the lead label via API.

    Mike, thanks. If you can escalate priority on this AND adding a single text field on the book-a-time calendar I'd really appreciate it. I've been trying to reach Krishna and Nuno from product to connect them with CRM product lead at Zoom - we badly need Zoom integration on the calendar (or at least a single text line so we can paste our Zoom link). It's really, really hard to use a calendar if you can't insert a zoom link.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #12
    Adam Metz said:

    Mike, thanks. Can you be rather specific about two different API questions here? I'd like to know how to use the API to (1) append this file to a specific lead and/or deal and (2) how to use the lead label via API.

    Thanks @Adam Metz I'm passing it along. I hope you understand I can't make any promises.

    Regarding Zoom, we did recently release an integration there. Did you see that? Would this solve your needs? 
    https://support.pipedrive.com/hc/en-us/articles/360008910817-Pipedrive-Integration-Zoom-Meetings

  • Adam Metz_15020
    Adam Metz_15020 Posts: 9
    edited October 2020 #13
    Adam Metz said:

    Mike, thanks. Can you be rather specific about two different API questions here? I'd like to know how to use the API to (1) append this file to a specific lead and/or deal and (2) how to use the lead label via API.

    No, it didn't. We're trying to do this. All we want is a one-and-done conference invite that immediately gives the registrant the Zoom room URL and a couple of text messages so they don't no-show.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2020 #14
    Adam Metz said:

    Mike, thanks. Can you be rather specific about two different API questions here? I'd like to know how to use the API to (1) append this file to a specific lead and/or deal and (2) how to use the lead label via API.

    Hi @Adam Metz unfortunately this is not possible in our tool at the moment, I'll pass it on as suggestions to our team though. Right now you can only create individual meetings in your calendar where you add the Zoom link and send out an activity invite.

    So you can still on these individual meetings set up the zoom link and invite someone to it, however no follow up messages are sent from within Pipedrive. You can potentially set this up with a Zapier automation.

  • Robert_10088
    Robert_10088 Posts: 11
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    edited February 2021 #15

    Hi @Robert 

    Thanks for sharing! I spoke about this earlier with our team. It's still in the backlog, not being worked on right now but how hopefully we can deliver this in the future as an improvement. Glad you're already liking it!

    Hi @Mike van der Valk any news here? Date, when the function is available?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #16

    Hi @Robert 

    Thanks for sharing! I spoke about this earlier with our team. It's still in the backlog, not being worked on right now but how hopefully we can deliver this in the future as an improvement. Glad you're already liking it!

    Hi @Robert I checked in with the team and this is in the plans, however there is no ETA right now.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #17

    Hi @Robert 

    Thanks for sharing! I spoke about this earlier with our team. It's still in the backlog, not being worked on right now but how hopefully we can deliver this in the future as an improvement. Glad you're already liking it!

    Hi @Robert also here I got the news that it's in the plans, however there is no ETA to share at the moment.

  • Robert_10088
    Robert_10088 Posts: 11
    Second Anniversary First Comment Photogenic
    edited February 25 #18

    Hi @Mike van der Valk any news here? Date, when the function is available?

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
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    edited March 2021 #19
    Robert said:

    Hi @Mike van der Valk any news here? Date, when the function is available?

    Hello @Robert !

    We aren't very keen on giving out ETAs as things in software development can sometimes go significantly quicker or slower than expected due to depending on many moving parts. As priorities and resource allocations for development have to be distributed, unfortunately not everything can be built or at least built in the near future. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    Once we have news about it, we'll certainly post them here in the community. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
       
  • Adam Metz_15020
    Adam Metz_15020 Posts: 9
    edited March 2021 #20
    Robert said:

    Hi @Mike van der Valk any news here? Date, when the function is available?

    Inez, is this on roadmap for anytime this year?

  • Isaac Montaine
    Isaac Montaine Posts: 2
    edited February 25 #21

    Just took a trial of pipedrive, this feature is a must have, so unfortunately cannot continue with pipedrive

  • Isaac Montaine
    Isaac Montaine Posts: 2
    edited June 2021 #22

    Just took a trial of pipedrive, this feature is a must have, so unfortunately cannot continue with pipedrive

    nvm, found a good solution/work around, just use jotforms

  • Robert_10088
    Robert_10088 Posts: 11
    Second Anniversary First Comment Photogenic
    edited October 2021 #23

    Hi @Robert 

    Thanks for sharing! I spoke about this earlier with our team. It's still in the backlog, not being worked on right now but how hopefully we can deliver this in the future as an improvement. Glad you're already liking it!

    Hi @Mike van der Valk any news here? Date, when the function is available?

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited October 2021 #24

    Hi @Robert 

    Thanks for sharing! I spoke about this earlier with our team. It's still in the backlog, not being worked on right now but how hopefully we can deliver this in the future as an improvement. Glad you're already liking it!

    Hi @Robert unfortunately the priority has been pushed back. However, the team just confirmed to me it's still in the plans for next year but as we're currently in the middle of planning that year there's no rough ETA to share unfortunately :(

  • Katerina Prochazkova
    Katerina Prochazkova Posts: 9 PIPEDRIVE PRODUCT MANAGER
    5 Likes Name Dropper First Comment Photogenic

    hi Pipedrivers!

    it seems that things are finally moving forward with File upload for Web Forms. They are now work in progress and should be ready for first users as beta in few weeks. Anyone willing to join the first users and provide us with feedback? :)

    Maybe @Robert_10088 @Adam Metz_15020 if still relevant for you?

  • How to access? Trying to use the feature now...

  • @Katerina Prochazkova I would like to use it. I need new vendors to be able to send me their resale certificate.