-
Microsoft Forms integration for sending out surveys out of Pipedrive
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
-
Please include a drop-down list option on the Web Form for use with countries and/or product lists.
-
How to Pre-fill Pipedrive Form Fields through URL Parameters?
I know this can be done. But not how it’s done in Pipedrive. In a nutshell, I need to pre-fill a Pipedrive from field with a value at the end of the form’s URL like this: [form URL]?FIELD-ID=FIELD-VALUE FIELD-ID being the filed ID/name in the Pipedrive form and FIELD-VALUE being the information I need that field before the…
-
Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
-
If someone opts-out on your Pipedrive newsletter, automatically opting in again isn't possible.
Sadly I found out it's not possible for someone to overwrite their own opt-out with an opt-in. I'll frame the issue here. Someone (she) subscribes on our newsletter, but isn't a customer. Then unsubscribes 4 months later. Afterwards, let's say 1 month after unsubscribing, she becomes a customer through our website…
-
Custom forms layout - horizontal fields
Would be useful to be able to layout/display form fields horizontally in circumstances where the embedded location doesn't have room for stacked fields.
-
Merged: Automatically send double opt-in requests after filling out a web form
This discussion has been merged.
-
Problem: notice about credit card data in forms is customer-unfriendly
Under all forms in Pipdrive the following sentence is displayed mandatory "Never share sensitive information (credit card numbers, social security numbers, passwords) through this form.". This is just annoying and also total nonsense. If I only ask for the name and email address in the form to subscribe to the newsletter…
-
Automate Data Input from Documents to Pipedrive
Hi, Just seeking advice. We have documents and files that we receive from clients. These are critical info that needs to be in Pipedrive. We are looking for possible apps/integrations to enhance our workflow efficiency and reduce manual tasks in handling client documents within Pipedrive. Specifically, we aim to automate…
-
adding custom tracking script to web lead forms
Hi, We are using the web forms to get leads from our website into pipedrive. We want to add a tracking script to get 3rd party tracking on the web forms so we are able to track the source/medium etc of the leads coming in. How do we do this and if not is there a workaround somehow?
-
Request: specific forms should be able to trigger specific email sequence
While testing the web forms we've encountered an issue limiting our automation workflows. Concretely we want to automate specific email sequences linked to completing specific web forms. For example: download report on landing page --> add as lead --> confirmation email --> invite to set-up meeting email --> reminder if no…
-
Web Forms Should Pull from Existing Records
Hi Pipedrive! I have an idea on how to make Web Forms a little better. We use Web Forms for a variety of uses (and we love it!). One of those uses is to gather leads from internal folks (most of which do not have a Pipedrive account). Our current Lead Intake form has a field for the lead's Company (organization) and while…
-
Hidden Fields in Web Forms to Capture Pre-defined Data
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
-
Web Form Improvements
Web Forms is awesome! And we are rolling it out to more teams for different functions. But I have two improvements that it needs: The ability to grant someone access to edit Web Forms without having to make them an admin. Basically, how can this be added to the list of functions that can be toggled on/off in our…
-
Web form notification
Hi product team, the notification function is available just for the total form, what happened in case I need to notify just from an item from a drop down field? If you select from a list of depts (HR, Financial, Support, etc) the system should send the notification just to that person (user or not) associated to that…
-
Web Form speed
How can you speed up loading of web form. Sometimes it takes a while before the form appears on the web page? Is it allowed to put this part in the header of web page or are there any other tips. <script src="https://webforms.pipedrive.com/f/loader"></script>
-
Allow Contact Us web form to have Appointment setting link
Pipedrive's cool feature of including a link in emails for people to book appointments in the sender's calendar, sadly cannot currently be used in web forms such as Contact Us forms. Can you please add this ability and in the settings for the Appointment field when it's added to, say, a Contact Us web form, allow us to…
-
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.
-
Button text color in Web forms
Is it possible that you have to go with white text on button only? Not possible to change it via CSS and Java Script I tried and failed miserably :) Any suggestions?
-
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.
-
Is it possible to let us know which page the web form was submitted from?
We reuse the same web form on multiple pages, but it would be nice to know which page the web form was submitted from to help with our analytics. This would be better than duplicating the form 10 times and placing a different form on each page to achieve the same thing. When we get an email when someones has submitted from…
-
Webflow integration -> Wrong date in date field in Deal
Hi everybody, I have implemented an integration between a Webflow form and Pipedrive via Zapier. In the webflow form we are asking for a date via date picker. In the Zap the output of the date is correct (e.g. 2023-11-07) and the data is transferred to Pipedrive. The deal is created with all the correct data BUT the date…
-
Web Forms: How to stop loading external google fonts (GDPR issue)
We use the Web Forms very intensively for lead generation on our website. As we are a company based in Germany, the most GDPR-compliant implementation of our website plays a (unfortunately) major role for us. Among other things, we are not allowed to load external fonts. In principle, loading local fonts is not a problem.…
-
Looking for a way to integrate Google Ads and Pipedrive in order to use conversion value bidding
The current situation is my client uses Pipedrive to manually record leads and deals. We're looking to move this along to be fully automated from their website forms. I believe that currently, they are using some kind of WordPress form. My understanding is that in order to build the connection required in Zapier, we'd need…
-
Problem with Webform website integration
We're having a problem with webforms getting cut off when trying to embed them in a page on our website. No matter where I place it on the website, longer forms seem to get cut off. Just wondering if anyone has a solution to this issue?
-
Workflow Ideas: LinkedIn to Pipedrive Leads & Deals
Hello! Our marketing department is interested in tracking the full life cycle of our LinkedIn ad campaigns, from ad to sold service. I am looking to hear from the Community about how you built this utilizing Pipedrive's tools and reporting. Details on what Marketing wants to track and our draft process (which we don't…