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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…
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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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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.
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Campaigns’ double opt-in requests feature is alive – testers wanted
Hello, dear Pipedrivers! 🤗 We have been working on a new double opt-in feature a.k.a confirmed opt-in / confirmed subscription, and during June 6th - 14th we would like to conduct a couple of interviews to get your feedback on the created solution. Who we are looking for? * 3-4 volunteers * Users who are already familiar…
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What is the use case for multiple leads on the same contact?
Multiple deals for contact make sense, but what is the use case for multiple leads that can be created for the same contacts? I feel that this can make duplicate entities in my lead list if I try to add leads from webform and other ways using APIs or other tools. Has anybody faced this kind of an issue?
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Webforms: Font & loading delay
1. is there a possibility to change the font. I would also pay more if I could use the font from our CI/CD. 2. the loading time is very bad with the forms. there is always a loading delay for the forms. Can this be fixed somehow? Thanks a lot! Dani
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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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Anyone have experience with web forms?
Interested in knowing more about web forms! Anyone have experience with this? #webform
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Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
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Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
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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…
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Web forms email notification not working
Hi all, I've set up a couple of web forms with an email notification (see screenshot). The email is different from that of the form owner's. When the form is submitted, the form owner is notified via Pipedrive about the new lead, but the separate email is not notified. I think I have everything set up correctly. Is anyone…
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Custom field in web forms shown as dropdown field
It would be great if Pipedrive gives the option to configurate the "1 option field" as dropdrown in Web Forms instead of radio buttons.
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Creating a Web Form in Pipedrive that is GDPR compliant 📝
The implementation of the GDPR law in 2018 had a significant impact on Sales and Marketing companies, namely for lead generation, prospection, and e-commerce. You can learn more about GDPR compliance for your sales team in this blog entry. In Pipedrive specifically, the Web Forms feature is one of the most valuable tools…
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Link my own form to LeadBooster Web Form script
Has anyone tried linking a custom form to the LeadBooster Web Form script? For both style and data reasons I want to use my own forms on my website and submit the data via the LeadBooster Web Form script (e.g. I might combine two or three data fields from my form to be submitted as the "message"). Looks like if I create…
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Customised Drop Down Menu with Text field.
We have a web form where we ask "Where did you hear us from" and then let visitors to select the answer from a drop-down menu. At the end of the menu, there is an Others option. We want to have a text box (open clicking Others) where they can fill in custom values. Could you please let me know how we can do it?
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How to link your custom contact form without Zapier.
Looking for Integration of your forms (CF7, Planso, WPforms,...) on wordpress with Pipedrive? Advanced Form Integration plugin on wordpress allows you to integrate your usual contact forms with Pipedrive CRM. When a user fills a form on your website, the plugin will send the data to your Pipedrive account and create…
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Change text color in submit web form button
Hello! Is it possible to change the color of the form text? Look at the attached image. As you can see the text is not visible ... Thank you
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Separate name field in web forms into "first name" and "last name"
Hello, I'm trying to make web forms, but I don't see my fields for a person's "first name" and "last name", it is only showing me "name". We would like to have it separated because sometimes it creates funny names with our database, for example, when a person types two first names it doesn't split them correctly. Thanks
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So I’m looking for a more efficient way to manage pipeline for campaigns and automations that are tr
So I’m looking for a more efficient way to manage pipeline for campaigns and automations that are triggered and/or filtered by custom fields that are generated by livestorm (webinar platform) to separate them when a registrant selects any of the following option (sponsor inquiry or advertising requests) but none of the…
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Google Analytics goal trigger for Pipedrive form entries
We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…
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Web Forms Update Existing Contacts
Hi, Can you use Web Forms to update existing contacts as well as create new ones? Thanks, Jamie
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I embed the web form on clickfunnels. I want to change the form style e.g width, label color.
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Webform Redirection to Thank-you Page
Hi All, Please let me know if it is possible to redirect webform submission to the thank-you page?
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Has anyone figured out the logic on contacts that come from web forms?
I need to find all of the contacts that downloaded a whitepaper from our site. We have a web form and PD creates a deal when an inquiry is submitted. Then for a bizarre reason, an activity is created called with a Note using Webform Submission. But when u try to create a filter on activities for webform submissions, a note…
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Logo on Webforms
It would be nice to have an option to insert our Logo on our webforms
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Forms from Pipedrive
Hi everyone, I would like to know if there is a way from Pipedrive, to define the web-forms (from the Lead inbox) on a sticky pop-up on the bottom right of the screen ? I don't think so, because I couldn't see it on the integration process but I needed to ask to be sure. Thanks, Pierre-Antoine
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Set up PipeDrive forms on a Wordpress site
Hello, I would like to use Pipedrive forms in Wordpress (website).Has anyone already done this and have any feedback on it? Is it possible to customize the form? And if so, to what extent?
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Datenschutz Checkbox in Formularen
Hallo, gibt es irgendwo die Funktion zum einbauen einer Checkbox für Kontaktformulare?