Leadbooster

lead form - disclaimer - any way to suppress?
Is there a way to suppress the disclaimer on lead forms? When collecting name and email without a text box it seems silly to remind users to "never share sensitive information (credit card numbers, SSN, passwords) through this form.
Lead List Links
Hello! We are relying more and more on the Leads Inbox and running reports off this inbox for lead metrics. When I create a filter of Leads, I am not able to copy the URL and bookmark it for checking on this list "report" in the future. This exists for Orgs, Deals, and People. Could linkable filters be added to Leads, too?
Turn Off Leadbooster Section - Remove Campaigns and Projects icons
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
Leadbooster and contacts inquiry
Hello, Im a new user of Pipedrive for a Recruiting company in the sales and marketing department. I went through some tutorials but I m still not able to find out how the leadbooster works or basically how can I do to look for new clients. Which resources could be useful? Also, the label under contacts is the one where I…
Required fields are not required
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.
Custom Domain for Webforms
It would be great to be able to have a custom domain for the webforms along with custom slugs. This would make sharing direct links to the forms look much nicer and more trustworthy.
Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
Elementor integration
Hi, I would like to push my leads coming from WordPress - Elementor to the Leads section in my Pipedrive. What's the best option to do it?
Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
About Facebook integration, anyone is having troubles to connect it?
Here are some screenshots between META and PIPEDRIVE, there are missing chats
Multiple attachments in WebForms
There should be possibility to add more attachemts in Webforms within the total documet size limit.
Lead Scoring
Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
Is there a way to put the Leadbooster bot on the left side of the web? Thanks
Embed of webforms in your website is not working.
You might think, you are able to embed a webform to your website. Especially when you see this: You are wrong. This is not working and when I asked the support why, they asked the dev team and came back with the following answer: "I have just received feedback that you have discussed this with another colleague of mine,…
Leadbooster does not work.
Chatbot appears with white frame. Livechat is not available in the mobile app but shown in any video of Pipdrive. Webform cannot be embeded on a homepage in dark mode. You cannot upload your own fonts and use them.
[Closed] Attachments / File uploads in Web Forms are coming soon!!! 🚀 🎉
Update 12/12/2022: No more applications are being taken for this beta test. Thank you to everyone who applied. We are slowly but surely finalising new feature in Web Forms - File uploads (attachments) 🎉 And we are looking for first enthusiasts 👩🏻‍💻🧑🏽‍💻👨‍💻 to test it and give us their feedback. Looking forward to hearing…
About having different chatbot playbooks for different actions
First of all, a simple introduction: I am not a programmer, I am from sales and marketing. I have 3 or 4 WordPress forms implemented in our website. We use them to collect leads that later we move to Pipedrive Prospects manually. So, I want to implement the Pipedrive tools to create the prospects and leads in a better way…
🆕 Campaigns: Feature Updates and Roadmap
Hey, Pipedrivers. It's been a quiet few weeks from our side, but we are back with some updates. 🚀 Feature Updates Live: 🌱 * Email personalization is a winning strategy! Now all Person custom fields are available inside the email drag and drop editor as merge fields. This way, you can make sure your email campaigns feel…
Preventing fake/false submissions with lead capture forms?
I'm looking for advice or recommendations on how to resolve a problem: We have a WordPress website with a "Contact Form 7" plugin connected to PipeDrive via an API hook. These Contact Form 7 forms exist on nearly every page of our website and act as Lead Capture Forms for our business: People who submit the form become new…
Prospector Custom Field Syncing / Add Job Title Standard Field
I'd like to propose 2 changes (if not already suggested) that are related to one scenario I've run into. Firstly, I'd like to suggest adding Job Title as a standard Pipedrive field for Contacts. Secondly, I'd like to propose the ability for Prospector to automatically pull in data that matches custom fields. Scenario - I…
Prospector Company Name Matching
Currently, you need to know exactly how Pipedrive stores a company name and search precisely for that if you wish to search for leads at a specific company within Prospector's search/filter function. It does not pick up partial or keywords within a company name. This makes prospecting a lot more time consuming, especially…
Can I have hidden web form fields?
I'm testing the lead booster web forms feature to streamline our lead generation process. We need to send some lead custom field values that shouldn't be visible in the Contact us form. Do web forms support defining custom lead fields as visible/hidden? Can we set the values for hidden custom lead fields programmatically?…
LeadBooster proposal
Hi guys, LeadBooster such a great function, i really love it! But a very important thing that LeadBooster benefits from is the ability to receive instant alerts when a user requests LiveChat. I found an event in the API "conversationEnded". This is good, but there is a need for a missing event "conversationRequested". This…
WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.
WebForm QR Codes
I have a separate QR Code creator, but it would be nice to have a QR code generator in the Share and Embed section of Webforms.
Smarter design options for the Chatbot playbook?
The chatbot is great!! Though I'd love to have more flexibility when designing the playbook, for example: * The option to drag and drop cards to change their order (the same goes for the web forms actually!) * The possibility to merge two/several lines, so that they continue in one line (right now the line can only be…
Leadbooster Tracking
We just implemented Leadbooster on our website - as an aside this is a fantastic add to Pipedrive! We've designed our messaging tree/questions and launched it on our website. I can see in Pipedrive how many people clicked on the chatbot since we launched it, however we have not received any Qualified Leads through it yet.…
Hi, how can I track the click event on the LeadBooster chatbot with Google Tag Manager?

Leadbooster

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