Web Forms

Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
Webforms that work in China
I have tried to use several of the webform that sync to Pipedrive from China. They all work but the loading performance when the user goes to the form is so poor we cannot use them. Has anyone found any China companies that offer forms that sync with Pipedrive?
Contact Form Notification
I'm using Pipedrive's web form as a contact form but I don't get a notification if someone uses it to contact us. Is there a way of getting an email notification or similar from this form?
Pipedrive web forms have suddenly stopped redirecting upon submission... Any one else experience thi
We use the leadbooster add on for capturing leads on our website when they want to download content and have started getting reports yesterday that it is no longer redirecting them properly. Anyone else experiencing similar issues? The submit button just endlessly spins.
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on web
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on websites like a Chilipiper but integration only with Pipedrive. It helps prospective clients (leads) to book a sales meeting the moment they submit the webform on your website and get meetings automatically booked & calls…
New Lead in Leads Inbox
When a new lead arrives in the leads inbox from a web form it appears to be highlighted as new with bold text and a dot next to it if I remember correctly. Does it hold that new look for each pipedrive user until they view it or when one person views it does it not appear as new anymore for everyone?
Mapping new leads/deals to existing organizations
Hi Community! We want to have our web forms create a new deal, but not a new organization. Right now, every new web form creates a new deal. (great!) BUT I don't want it to create a new organization if there is already one live! Is it possible to map this lead (create a look-up) and have them merged vs creating a new one?…
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?
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…
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?
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…
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…
FIELD TYPE FILE ON FORMS
How can I add field type (file) in pipedrive form
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!
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?
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
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
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
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…
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
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.
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!
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?
Hello I would like to test the web forms? essential plan
Hello I would like to test the web forms? essential plan
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?
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…

Web Forms

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