Pipedrive forms, submissions history [feedback and suggestion]
Being used to another CRM, I love a feature about forms which is form history, showing you all submissions through a form, and allowing you to create a campaign on those contacts directly.
for example, you create a form for e-book download, 3 months later you publish a new e-book, you can select all people who completed the form of the first e-book to send them the new e-book.
A basic forms feature which is not on Pipedrive.
Is that on the to-do for the product team ?
Comments
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One workaround for your specific example there which I've used before is to create a new form each time.
Otherwise - you should be able to see the specific details of each form that has been filled in in the person/org/lead/deal which was created - that's effectively the history.
So you could create a filter showing all the web form submissions and put them in date order. Then all the details about the form are in the person/org/deal.
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Aaron Douglass Bailey said:
One workaround for your specific example there which I've used before is to create a new form each time.
Otherwise - you should be able to see the specific details of each form that has been filled in in the person/org/lead/deal which was created - that's effectively the history.
So you could create a filter showing all the web form submissions and put them in date order. Then all the details about the form are in the person/org/deal.
Thanks for your help, this is a workaround indeed, but everything seems to be a workaround with pipedrive!!
We decided this week that we will be switching to another CRM before the end of the year !
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Hello @Victor Vuillier , thank you for your feedback! I have added the topic Feedback & Suggestions , so your request is automatically forwarded internally to our developers as a note for consideration 📝
In the meantime I recommend:
- Following What's Planned to learn about what we're currently working on 🔎
- Following What’s New for new release announcements and updates 📢
🛠Feel free to join Research and Beta Testing for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠
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