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 ?

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  • Aaron Douglass Bailey
    edited February 25 #2

    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. 

  • Victor Vuillier
    Victor Vuillier Posts: 47
    edited July 2021 #3

    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 ! 

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 602 COMMUNITY MANAGER
    100 Comments 25 Likes 5 Answers Community Manager
    edited July 2021 #4

    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 🛠