Web Forms

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…
🆕 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.
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…
Merged: Can I use a webform to update a deal?
This discussion has been merged.
Submit webform through API
Currently I have to make three API requests in order to submit a form (if I don't want to embed the Pipedrive webform on my site, and I don't) from my website to Pipedrive: create a contact create lead attach note with message content to the lead Hubspot handles this in a way that's easier than Pipedrive by allowing…
Web Form Data Validation
When I try to collect a phone number and/or zip code from a Web Form, is there any way to perform data validation at the time of data entry/submittal similar to the email validation? The Web Form will throw an error if someone doesn't enter an email address in the proper format, however, someone can enter "No Thanks" in my…
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…
Label to webform/chatbot leads
It would be great to be able to set specific lead label to leads from different webforms or chatbots in the "submit options" panel.
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???
Web Form dynamic field trees
request for more advanced web form configuration - instead of having multiple webforms with one or more different question fields it'd be very valuable to have the ability to configure fields that only show if certain answers to questions are selected
Web Form - Find Data
It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link…
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…
📢 Tell us about your needs in terms of GDPR/Data Protection compliance in Web Forms (and elsewhere)
Dear community members, Do you use Web Forms to collect personal data from your website visitors? Are you obliged to process your customer data according to GDPR or any Data Protection regulation? Share with us your needs and pains regarding the data protection obligations, so that we can help you to stay compliant. How do…
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…
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)?
Integrate website form with WebForms?
Hii I'm currently not too happy with the functionality and speed of Pipedrive webform. Does anyone know if there is a way to integrate webflow forms with pipedrive? instead of all competed forms being directed to an email? Thanks! Michael

Web Forms

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