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Survey option Pipedrive
Hi Pipedrive, It's almost the end of the year and we are going to start asking our clients for feedback. We want to administrate this information in Pipedrive. Does anyone has a good suggestion for a survey tool connected with Pipedrive?
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Converting web forms to new format
I've started using the new (beta) web forms and like the improvements. I have one old format web form still which I have embedded on our website. When I go to the old tools > web forms page it says at the top: "There is a new version of Web Forms New Web Forms have been launched. You can create new forms there or convert…
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Export Webform Submissions
Gathering webform submissions in a list (excel) vs. forcing them to leads or deals would be very helpful. Also for uploading information into zoom, exporting this list is a must to prevent manual work. Is this on the roadmap?
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Webform Style Light & Dark Theme
Hi to all! I've a problem with the style of webform: my blog's theme switch automatically on Light or Dark colors scheme according to the users system preference: so, if you are watching my blog with your dark mode on, you will see my blog "black", otherwise if you don't have dark mode active, you will se my blog with…
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LeadBooster is now a 4-in-1 lead generation toolset with access to 400 million leads! 🧰 Capture high
A steady flow of leads is critical. This is why we’re excited to unveil our upgraded LeadBooster add-on! https://pipedrive.hubs.vidyard.com/watch/EHgW7BvyFELjuLPhXdWBysIncluded: * Prospector Pluck your next new lead from a global database of 400 million profiles and 10 million companies * Chatbot Your tireless team member…
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FIELD TYPE FILE ON FORMS
How can I add field type (file) in pipedrive form
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שליחת טפסים מאתר אל פייפדרייב
שלום לכולם, היכן אני מוצא דוקומנטציה על שליחה ותפיסת טפסים מאתר אל פייפדרייב? יש לי אתר שיושב על וובפלואו (מערכת לבניית אתרים) ואני מעוניין שכל טופס שנשלח על ידי האתר יגיע אל פייפדרייב. תודה!
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Os web forms agora são cobrados?
Tenho 1 webform instalado numa LP que não consigo editar. Agora aparece uma mensagem que os webforms são cobrados. Essa política veio do nada, sem aviso? Como será o procedimento?
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how do i add to a web form a section where the user can select several options from a list
how do i add to a web form a section where the user can select several options from a list
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Hi, I'm trying to figure out how to create a contact form so that all my inbound leads go straight i
Hi, I'm trying to figure out how to create a contact form so that all my inbound leads go straight in my pipedrive pipeline. In order to comply with GDPR, how do I add a Privacy Policy tab in the form? Thanks
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Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London
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Webinar replay: LeadBooster Soft Launch!
https://pipedrive.hubs.vidyard.com/watch/zHyeRfGtfSzQpyrq9fF5q3? Watch last week's webinar diving deeper into our new lead generation tool set LeadBooster. Lead Suite can be added to any Pipedrive CRM plan to help you get more high-quality inbound and outbound leads. In this webinar, you’ll learn about what’s included in…
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Webforms don't show all fields.
Hi there, I'm trying to use webforms and have some issues. If I generate a custom field (f.e. a custom date field), this doesn't always show up in the options available in the webform gernerator. Although it states that all of the option fields should be available. What am I missing? Best regards, S
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When I create a custom field, I cannot see it in the form I am building.
When I create a custom field, I cannot see it in the form I am building.
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Hello Please someone can tell me if is possible create a form mail with pipedrive similar at this fo
Hello Please someone can tell me if is possible create a form mail with pipedrive similar at this form mail in our website? https://www.evolutha.com/richiesta-informazioni. Thanks for your help!
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Web forms automation with Zapier
Loving the new web forms feature to collect leads. I was wondering how I can send those leads to another tool such as Intercom using Zapier. In Zapier, there is no trigger event for web forms. I can't use the 'new person' trigger for leads created by forms. Perhaps I'm missing something. Can someone please help?
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Hello I would like to test the web forms?
essential plan
Hello I would like to test the web forms? essential plan
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Adding a Contact Us Form to your site
I have seen that there is a new option to be released soon I think. This is where you create your own contact form and embed it in your site. Presumably it will trigger the formation of a new deal or contact supposedly? I would like to hear from someone who has done this and are there any pitfalls?
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Title of Deal/Lead in New Web Forms
In the new webforms currently in Beta, the title of the deal or lead created by the form defaults to the name of the person to whom the deal is assigned instead of the name of the company that has submitted the deal as webforms defaults to now. For example, if a company named "XYZ Company" were to submit a form request in…
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Web Forms
I see that we have web forms that (finally) allow us to track conversions, however, I noticed the following message: "The new Web Forms are currently free to test in beta. After the beta period ends, it will require an additional subscription. You will not be subscribed automatically." Does this mean that an addition to my…
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Leadbooster CAPTURE OPTIONS
It would be sweet if I could connect a web form to the CAPTURE OPTION in a Leadbooster card. EXAMPLE: the conversation gets to this question: Before I hand you off to a person, would you be willing to provide a bit of information? Answer 1: Sure, I'll provide some info now - HANDOFF TO WEB FORM Answer 2: I prefer speaking…
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PIPEDRIVEフォームのサンクスページを自社で設定したURLに指定する方法は知らないですか?もしくはGTMなどのタグをサンクスページに埋め込む方法を知らないですか?
PIPEDRIVEフォームのサンクスページを自社で設定したURLに指定する方法は知らないですか?もしくはGTMなどのタグをサンクスページに埋め込む方法を知らないですか?
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Notifications for Web contact form
I've been missing potential leads from the contact form on my website. Is there a way to receive email notifications when someone completes this form?
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Webform to Leads Inbox Status?
@Inês Batata I see many mentions of upcoming Webform to Leads Inbox functionality. The Pipedrive API now supports creating leads, so it would be possible to DIY a form to Lead solution, but I hate to do something custom that will be available soon. Could I get an update on the timing of this feature please?
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Can I use your Web form to gate keep some Whitepaper? i.e. only once the user has filled in the form
Can I use your Web form to gate keep some Whitepaper? i.e. only once the user has filled in the form, they get some "compelling content"?
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Questionnaires?
Hey everyone! We use a separate application right now to send a more in depth questionnaire to clients during an onboarding process. Can Pipedrive do this instead? It's a basic short answer format questionnaire, no multiple choice formatting. Just a text question and a box for the response. Our current software tool shows…
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Best integration for Surveys/Webforms
Best marketplace app or integration for converting webforms/surveys to deals in PD?? many do not correctly transcribe the data being entered into the deal like the company name. Closest I've gotten is a Zoho form to a deal but it was missing the organization and had some random person under the contact... But the deal name…
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Pushing data from Website (by WordPress) to Pipedrive
I know how to use WebForm, very useful indeed! It allows me to create a form in Pipedrive and replicate it in the website via code snippet. What if I need to pass name, email id and few other information from my website to Pipedrive, so it creates a new lead in Pipedrive.
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Responsive contact forms
Our contact forms created with Pipedrive tools disappears on iPhone after loading. Any solutions to make it work.