Web Forms

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…
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…
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.
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…
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…
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…
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.
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
How can I put a rule to autodistribute inbound request in the sales team ?
Hello, I have 2 questions regarding the autodistribution of inbound request we can receive. We created a web form in Pipedrive, and would like to autoditribute those inbound request between 2 sales person. There is a way to do with Pipedrive or integrator ? When a person asks for a quote in our website, we receive a new…
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…
Attaching a file into a form
Hi Pipedrive team, can we consider the ability to attach a file and send it through a Pipedrive form? For instance, a candidate can send us his/her resume through a Pipedrive form on our HR web page Thanks.

Web Forms

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