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?
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!
Mike, is there any way to do this via API in the meantime?
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.
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?
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.
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 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.
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_filesUnder 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.
Great. What's the ETA on add-filed-to-lead? We'll need that.
@Adam Metz unfortunately no ETA at the moment but I'll push our team and share it's important!
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.
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
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.
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.
Mike van der Valk said: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?
Hi @Robert I checked in with the team and this is in the plans, however there is no ETA right now.
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 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:
Inez, is this on roadmap for anytime this year?
Just took a trial of pipedrive, this feature is a must have, so unfortunately cannot continue with pipedrive
Isaac Montaine said: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
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
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.