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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…
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🧨 Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
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Please include a drop-down list option on the Web Form for use with countries and/or product lists.
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Web form // download resource from web sites
I would like to create a web form. Customers/Prospects will fill the form, and I'm going to send him an attachment (or redirect to a download page) and insert an activities in to pipe drive (recall the prospect). Suggestion? (or 3rd party plug in)
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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…
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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…
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How can I add a label to a contact by entering through a webform created within Pipedrive?
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How do I update existing Pipedrive Deals or Person with a survey
Hi, I have deals in my CRM, at a certain stage, I want to automatically send out a survey to collect additional data. Once the survey is completed (by e.g. google forms), I would like the data to feed the existing deal, or its associated person, with a note. Is there any way to do this in Pipedrive?
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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.
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Webform - Enhance experience with more inputs like first, last, Radio Button & Check Box feature
you cannot stack two inputs in the same row (like first name, last name). You also can't edit the width of the form itself. Webform does not accept checkbox/radio input. It would be nice to see PipeDrive web forms to be on par with HubSpot web forms or better. See ideal features illustrated below... Illustration #1 is…
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Merged: Can I use a webform to update a deal?
This discussion has been merged.
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What is the best way to launch traceable surveys?
Hi everyone!!! I would like to launch a customer survey for our B2B Real Estate SaaS users. I would like to ask serveral questions to different profiles (segmented audience): Trial users who accesed the platform and didn´t sign a contract Trial users who haven't even accessed to our platform Current customers I am looking…
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Web Forms - Custom Width
Firstly, we would like to say that we think the newish web forms are a fantastic addition to PD. Like everything with the CRM, all data feeds in like a breeze. Thank you. One area we feel that they visually could be improved would be to have an option to customise the width of the div frame. From the below screenshot, you…
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Lead source tagging within the Webform
* If the visitor source is automatically tagged to every webform submission and stored as a field within the deal. That will be a really cool feature. It should be an easy feature since you are already tracking visitors now. * Which brings me to the second feature request - Within the website visitors tag if I can filter…
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PD Forms & Google Analytics? GTM?
I have a PD form and chatbot embedded on my website, that once sent, generates a new deal in my pipeline. How do i track this in Google Analytics or Google Tag Manager?? Surely this feature is possible?? How on earth is everyone tracking ROI on Ad Spend???
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Web Forms
A little thing, but... important: when editing a Web Form, is NOT possible to re-order fields with drag and drop... you have to delete all fields if you want to reorder or insert one new before another :-( So, in the future I hope web forms will be more customizable (like Google Forms!), in particular to insert text…
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Web Forms on LinkedIn
My understanding is that the Pipedrive Web Forms won't embed on LinkedIn due to LinkedIn restrictions. I've been told that a link to the Web Form CAN be included as part of a LinkedIn post. Does anyone have experience with this and what kind of results have been achieved? Have people gone the extra click and filled out the…
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How customer surveys help you produce targeted sales enablement content
Sales teams do their best work when they have all the resources and tools they need to engage with prospects. This means knowing who those customers are, what their journey looks like and how your sales process complements that journey. Use customer surveys to find out what kind of content and information they’d benefit…
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Facebook Pixel integration with Pipedrive Forms. Tracking Leads.
Hello! Is there some way to track Pipedrive Form with Facebook Pixel? My client has Wordpress webpage with implemented Pipedrive Forms (plugins). And it is not possible to setup tracking on Submit button with Facebook Event Setup Tool. So what would be the best solution (exept creating Thank-you page in webpage)?
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Live chat - post chat survey
Build in post chat survey to receive real time feedback on how customers are finding the company's service vice the LC function.
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Improvements in Web Forms - Volunteers for testing WANTED!!!
Dear community members, Are you Web Forms users? Would you like to help us with new improvements in Web Forms and give us your feedback? We’ve been working on some improvements in our Web Forms. We are looking for users who would share their feedback with us. We need approx 45-60 minutes of your time. In return, we will…
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Feature Request: Sorting on the Web Forms home page
Hey Pipedrive product team :D Big fan of what y'all are doing! Can we add column sorting on the Web Forms home page please? MVP: As a marketing user, I want to sort the Web Forms list by: 1. conversion rate, so that I can track which forms are performing better than others 2. alphabetically Roadmap: Full tabular view for…
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Is there an issue with the Web Forms?
I am trying to edit web forms by it's not allowing me to edit the message in each field - I have even tried creating a new form and still the same issue, is there a bug??
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Best Form Options to pull in fields within platform
Need recommendation of best form product to use that will pull in fields within the platform?
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More insight about webforms - where they fall off and what is the stats
The main problem. If we are doing changes to the webform, for example making it shorter with excluding a couple of questions to see if that will help to increase the rate of completed forms. Typeform has this functionality that it shows the stats of the questions, like where they fall off the form and that way if kinda…
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How can I set up my Pipedrive Form to send the leads into my CRM? I have created my form to make peo
How can I set up my Pipedrive Form to send the leads into my CRM? I have created my form to make people go to my CRM, but they are't going and I can only find the poeple who answered if I search for their names. And I can only see them in the Leads Inbox. How can I make them appear in my CRM as business oportunities?
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white label web form
hello. I'm paying for the web form in the Pipedrive lead booster. I would like to remove the "powered by Pipedrive" at the bottom of the form. Can anyone help? I found a posting on how to remove it from the webchat but can't seem to find it for the web form. If I can't remove it this would def be a deal-breaker for me as…