Web Forms

Please include a drop-down list option on the Web Form for use with countries and/or product lists.
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 forms Submit options_success page do not redirects
Hi. Can anyone help to understand this, as I presume, bug on the CRM's side? When you set in Submit Options inside the webforms - to redirect to another page, its not doing it. Page opens in the same iframe that form is in. And no redirection happens - url do not change. link to previous discussion where it clearly worked…
Web Forms to update customer information only (no new deals/leads)
Hi, In our site, we need to create a form to capture and update customer information that we need to save in PipeDrive. These customers already have leads/deals going on in PD, so we don't need to create new ones. All we need to do is to update their profiles. Is this possible with PD's web forms? If it is not, are there…
Webform only allows you to attach one file
Attaching just a file to Webforms is not enough in some cases, if it is not corrected I will cancel Leadbooster
Webform Default values
Can we have the ability to set the default value in a drop down field on a webform? Also be good if we could set a default value and then hide the field so the user can't change it (this can be done on Smartsheet forms). Currently I am using the title prefix function on the webform and then using an automation to populate…
How to automatically send a series of emails to someone who has downloaded an ebook #GDPR ?
Hello, I’ve created an ebook available for download on my company’s website via Webforms. I would like to send a series of emails to everyone who downloads my ebook, by creating an automated email campaign (people will be able to unsubscribe if they wish). My issue is that it's not possible to set the ‘marketing’ status to…
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…
Web Forms API filling
I didn't find a definitive answer to this in the documentation. If I create a Web Form, can it be filled out through the API? We have several highly customized forms on our site. We want to keep them as they are, but when someone submits them, send the answers to a 'sister' Web Form, this way we can map answers to specific…
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.…
Get UK date format in webforms
We created a webform in PD which links to our "get a quote" form on our website. One of the fields is "departure date" and has to be completed in UK date format, for example 05/02/2025 - 5th February 2025. However, when we receive the webform email notification from Pipedrive, it's always in this format 2025/02/05 and we…
Integration of webforms and scheduling
It would be neat to see an integration between webforms and scheduling. I currently have a lead fill out a form on my site and then redirect them to a 3rd party scheduler so that they can view my team members calendars. From here they can book an appointment, but they have to fill in their info twice. It would be great for…
Web form spam submissions
We are getting a lot of spam web form submissions with the Pipedrive web forms we have on our website. This ruins our conversion tracking and wastes our team's time sorting through and deleting them. Anyone know how we can fix this?
Newsletter web form issue
Hi, New Pipedrive user here….I'm trying to collect newsletter subscribers on my website using a PD webform. From what I can see, the only option (under the Submit Options tab, Saving Preferences) is to save anyone completing the form as either a Lead or a Deal. I don't want to save these contacts as this as they're not…
Ajouter balise GTM aux formulaires
Bonjour, Je souhaite installer une balise Google Tag Manager sur la soumission de mes formulaires intégrés Pipedrive. Sauriez-vous me dire comment ? J'utilise Webflow pour mon site web. Merci d'avance !
How to report webform submissions?
We have written several Books. Webforms within pipedrive make it easy for us make the books available. And I love that notes are generated to document who downloaded what. Is there a way to create a summary report that shows which ebooks are the most popular? Or a detailed report of who downloaded each ebook?
Need Write-Only API for the form submission
I am trying to connect my Webflow website's contact form to the pipedrive, but I am unable to find Write-Only API for the form submission. Can someone help me with this?
How to collect form with images and videos
Hello, I am new to Pipedrive, what is the best way to collect information and attachments from clients? So once someone submits an inquiry on our website, we would automatically send them a follow up form to fill out the information and submit images/videos. Is there a recommended form pathway to take? After inquiry…
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…
Pipedrive API leads custom fields or hidden fields in web to lead forms
We want that whenever a lead form is submitted on our website, we are able to get UTM values in Lead as hidden fields. We tried following: 1. Lead booster web forms are not an option because they do not have hidden fields through which I can send UTM values to track lead source. 2. We tried Contact Form 7 and Advanced…
Webform not displaying correctly on squarespace
Our webform has stopped displaying correctly on Squarespace - it only shows two fields. You can tab to the other fields but there is no submit. Is anyone else having these issues or does anyone have suggestions for a fix?
Webform Fields - Names, Phone Number, and Note Pinning
We're using the webform feature and are running into some limitations. Name field - I am having issues with people not filling out their full name in the name field. Can we split the name field into first name and last name? I've seen posts about making custom field for last name but I'd like the two to be tied together in…
Stretching out the Contact Us Form on Wordpress Site
I'm trying to stretch out the Contact Us form on our website, but every time I put it on there it takes up about 1/3 of the screen and isn't even centered. I've inserted the code for the form into a codeblock because that's what WordPress allows, but if anyone can help with this that would be appreciated!
Web Forms: Conditional Logic
Hello, I like the web forms. I just started integrating it into my website. I LOVE that I can actually change and hide the labels in the multi-choice inputs. But it would be great if it had some conditional and submission logic options. Prompting my leads based on their replies right on the website, as opposed to emails,…
Is there a way to insert a form into an email.
Is there a way to insert a form into an email. Basic questions abou received goods, if quality was ok and if documentation arrived complete
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…
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…
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…
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…
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…

Web Forms

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