Web Forms

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…
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…
Multiple attachments in WebForms
There should be possibility to add more attachemts in Webforms within the total documet size limit.
Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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…
Problem: reCAPTCHA hint under the web form makes no sense and is incorrect
If the reCAPTCHA is activated for a form, under the embedded webform it shows the text "This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply."? We don´t want to have that there because this is already in ower data privacy policy and I don´t want to have it there again. Pipedrive was…
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…
New mandatory field in Web Forms
Hi, today it is possible to ask for Consent in Pipedrive web forms and that puts Marketing Status as Subscribed. But if the form is "Signing up for newsletter" the person can still choose not to mark the checkbox for consent and then we cant send the Campaign newsletter even if the person requested it. Therefor I want a…
How to prevent attacks from web forms?
Today we experienced an attack on our web forms. Same email test@test.ie and phone 999999999. Can you help us investigate who is attacking us and help us to prevent this in the future? Does PipeDrive detects bots (like Google does)?
Adding Custom CSS to Web Forms
I have an embedded pipedrive form setup and working on a wordpress site and noticed any custom styles I try to implement are not getting applied. Is there a way to add custom css to the web forms?
Privacy checkbox for webforms with html-link
Hi there, in order to be save with GDPR and general privacy laws we need to add a checkbox with a link to our Privacy Policy before the send button in webforms. I tried several workarounds and talked to Pipedrive support, but it seems there is no legal solution at the moment to get an opt-in by the user and directly link…
Web forms design
Hi team, I don´t know if someone posted about this, I don't understand why it is not possible to do. In the webforms design space, should be possible to move the boxes up or down when you forget or need to add a new box. Normally new ideas or needs comes during the design process. Right now once you create the box you…
Multi-language forms & chat
Hello! It would be nice if the website is available for users in different countries to be able to use web-forms and chat in different languages as well. These should recognise the language of the person using it to show them the fields according to their language preference.
WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
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…
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,…
[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…
Please include a drop-down list option on the Web Form for use with countries and/or product lists.
🆕 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…
Webform - upload file to existing lead
Hello. Is there any solution to upload file to existing lead. I have a flow: contact webform with name and email send and email to person with some text and unique link to second form second form - file field to upload a pdf I don't want to create a new lead from second form. I want to upload a file to existing lead which…
Checkbox list on web forms to not be limited to 4 answers
The way the forms work currently when selecting a multiple choice custom field is that if more than 4, it becomes a list you select from. This wouldn't be an issue if you could from this list just select one, however for some reason this then allows you to select various answers, which makes it really hard and fidgety (for…
Google Tag Manager and Pipedrive forms. Still no? Or any worarrounds?
Hey community, I tried to track pipedrive form submission with GTM but seems like I got stuck. * No way to trigger event with visible element when 'thank you' message occurs. GTM hear zero events in pipedrive iframe. I tried to get a class #app > div > div > div > div > div * No way to trigger with GTM;s auto listener * No…
Web form - "other" option
One feature massively missing from the webforms is the other option. We use pipedrive for programme recruitment and that often includes asking what sector they are in. This varies programme to programme so the option to only include certain fields works fine, but the fact an "Other" option with a text field cannot be input…
Merged: Add hidden fields to Web Forms to collect campaign UTM tracking source parameters
This discussion has been merged.
File Uploads for webforms
Hi there, 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? Regards Robert
Responsive images in WebForms (display on mobile devices)
Images within a PD WebForm should be responsive including the header image. Today a target group consists of a lot of user that use mobile devices to display content such as a PD Web Form. The header of a Web From can be an image with resolution 480x160px. However, the image currently cuts on each side when the Web Form is…
Web Forms - image not responsive on mobile
Hello I set up a Web Form with PD which will be mainly used on mobile devices. The header is an image that I uploaded in 480x160px. However, the image is always cut on each side when I open the form on my mobile device. Any ideas how to avoid this? The site should be fully responsive. Thanks a lot Jan
Web forms
I would love to see the potential for a step-by-step webform We can start with basic questions and some information from them and once that is done, the link in the thank you form is the next webform where I get more information, or to the questions. In order to do this it is imperative to be able to pass the information…
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.

Web Forms

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