Our Users would like the ability to "reset" a web form's statistics with the click of a button. We don't want to have to create a new web form and update links every time we want to do this. This would allow for: Clearing out test data when building a form Using the same form (like a website contact form) from year to year…
Under all forms in Pipdrive the following sentence is displayed mandatory "Never share sensitive information (credit card numbers, social security numbers, passwords) through this form.". This is just annoying and also total nonsense. If I only ask for the name and email address in the form to subscribe to the newsletter…
We have an Internal Lead Intake Form that our company staff use to provide Leads to our sales team. Currently, they enter in the Org name into the field, and then someone has to go merge that to an existing Org or clean up the new record. Wouldn't it be awesome if the Web Forms' Org field allowed for an actual lookup of…
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
I would like to share some feedback regarding the Campaigns package in Pipedrive, particularly concerning the lack of a form feature to help grow newsletter subscribers. Many email providers offer a built-in form option as part of their standard package to make it easier for users to collect new subscribers. However,…
Hi. Can anyone help to understand this, as I presume, bug on the CRM's side? When you set in Submit Options inside the webforms - to redirect to another page, its not doing it. Page opens in the same iframe that form is in. And no redirection happens - url do not change. link to previous discussion where it clearly worked…
Hi, In our site, we need to create a form to capture and update customer information that we need to save in PipeDrive. These customers already have leads/deals going on in PD, so we don't need to create new ones. All we need to do is to update their profiles. Is this possible with PD's web forms? If it is not, are there…
Attaching just a file to Webforms is not enough in some cases, if it is not corrected I will cancel Leadbooster
It looks like you're new here. Sign in or register to get started.