<div class="support-note primary">
Note: The <a href="https://www.pipedrive.com/en/features/web-forms">Web Forms</a> feature is part of the LeadBooster add-on. Web forms setup is only available to users with deals admin permission enabled.</div>
Pipedrive <a href="https://www.pipedrive.com/en/features/web-forms">Web Forms</a> allow you to create your own personalized, embeddable forms for your website to collect your website visitors' information and funnel them into Pipedrive as deals or leads.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/j8fQEVKFqdiCfo4gCWg9WE.jpg" alt=""></figure>
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<h2 style="text-align: justify">
<a name="creating-a-web-form"></a>Creating a Web Form</h2>
<div class="support-note success primary">Note: If you’ve never used Web Forms, select "Try Web Forms” to use the feature.</div>
To create a Web Form, go to Leads &gt; Web Forms &gt; “New Web Form.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%207.jpg" alt=""></figure>
Select a starting template and click “Create form.” 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%201.jpg" alt=""></figure>
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<a name="C2IamCs"></a>
<h2 dir="ltr" style="text-align: justify">Form Editor<a name="form-editor"></a></h2>
The form editor is where you build and customize your web forms. You can add different blocks depending on what information you want to collect. 
The introduction block is mandatory for all web forms. To edit a block, click the pencil icon to expand the block.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-07-03%20at%2011-19-01.gif" alt=""></figure>
To add a new block, hover over the form editor and click the “+” where you want the next block to be in the form.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%202.jpg" alt=""></figure>
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<h2 dir="ltr" style="text-align: justify">Block Types<a name="block-types"></a></h2>
There are two block types you can use: Input field or Message.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%203.jpg" alt=""></figure>
Input field 
<div dir="ltr" style="text-align: justify" class="support-note success primary">Note: The “Required” box only appears for single-option custom fields, or multiple-option custom fields with only one available input. </div>
This block type lets you collect information from website visitors such as name, phone number, email address, marketing status and various <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank">custom fields</a> from your account. You can also decide if this block is needed for the form using the “Required” box.
Currently, our web forms support the following custom field types:
<ul><li dir="ltr">Text</li><li dir="ltr">Large text</li><li dir="ltr">Single option</li><li dir="ltr">Multiple option</li><li dir="ltr">Date</li><li dir="ltr">Address</li><li dir="ltr">Monetary</li><li dir="ltr">Numerical</li><li dir="ltr">Phone</li></ul>
<div>There is also the attachment input field, which allows you to add a file upload to your web form: </div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%204.jpg" alt=""></figure>
Message
The other block type is Message, where a user can add text to the form.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%205.jpg" alt=""></figure>
The last block in your form is the Submit button, which is mandatory. This block lets you choose the text on the button and whether the form is spam-protected. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%206.jpg" alt=""></figure>
<div dir="ltr" style="text-align: justify" class="support-note success primary">Note: We use the latest version of reCAPTCHA when Spam protection is enabled. For more information on reCAPTCHA, visit their <a href="https://www.google.com/recaptcha/intro/v3.html">website</a>.</div>
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<h2 dir="ltr" style="text-align: justify">Style<a name="style"></a></h2>
<div dir="ltr" style="text-align: justify" class="support-note success primary">Note: The Preview window on the right side reflects changes made while editing, so you can see how your web form will look to those responding. </div>
The Style section lets you customize the appearance of your web forms in four different ways. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2012.jpg" alt=""></figure>
Colors and background
You can pick colors for the background, foreground, submit button and labels. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%208.jpg" alt=""></figure>
<div dir="ltr" class="support-note success primary">Note: Select custom colors using the dropdown boxes.</div>
 
Fonts 
Choose between dozens of custom fonts and adjust the size and weight of the lettering.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%209.jpg" alt=""></figure>
Form style 
You can also choose your form style, which includes the size, shape and position of your web form’s input boxes:
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2010-2.jpg" alt=""></figure>
Identity and brand 
Finally, add images to your web form and toggle Pipedrive branding on or off.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2011.jpg" alt=""></figure>
<div dir="ltr" class="support-note success primary">Note: Image size requirements vary based on where the image is placed. Images only appear when the web form is sent directly via shared link (standalone,) not when embedded into a web page.</div>
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<a name="C5IamCs"></a>
<h2 style="text-align: justify">Submit options<a name="submit-options"></a></h2>
Next, you’ll choose how you want submissions from your web form users to be entered into your Pipedrive account. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2013.jpg" alt=""></figure>
You can choose how the data is saved to your account, the thank you message sent after submission and whether you want to redirect them to another website. 
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<h2 style="text-align: justify">Share and embed<a name="share-and-embed"></a></h2>
You have two options for sharing your web form link: Share as link or Embed the form on your website.
Click “Copy to clipboard” under either section to get the link for your web form. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2014.jpg" alt=""></figure>
You can send the Share as link URL directly to your clients for them to submit, or follow the steps under your chosen website and paste the URL into your web page. 
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<a name="C6IamCs"></a>
<h2 style="text-align: justify">Consent fields for Web Forms<a name="consent-fields-for-web-forms"></a></h2>
<div style="text-align: justify" class="support-note success primary">Note: The steps described below require a single-option custom field; you can learn how to create one in <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">this article</a>. </div>
Pipedrive doesn’t have a default consent field for your web forms, but there’s a workaround so you can create a checkbox where your contacts mark their consent. 
<ol><li>Create a single-option custom field, with options for Yes and No</li><li>Select this field in the input field for your submission block</li><li>Check the “Required” box </li></ol>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/web%20forms%2015.jpg" alt=""></figure>
Now a client won’t be able to submit their web form responses without filling out this block. 
<div style="text-align: justify" class="support-note success primary">Note: To read more about Pipedrive and GDPR, check out <a href="https://support.pipedrive.com/hc/en/articles/360000335129-Pipedrive-and-GDPR" target="_blank" rel="noreferrer noopener">this article.</a></div>

Web Forms

creating-a-web-form

Creating a Web Form

form-editor

Form Editor

block-types

Block Types

style

Style

submit-options

Submit options

share-and-embed

Share and embed

consent-fields-for-web-forms

Consent fields for Web Forms

<div class="support-note success primary">Note: This page is only available to admin users with the Web forms paid add-on.</div>
After you share or embed your Web Form, you will be able to monitor its performance and status.
Learn more about <a href="https://www.pipedrive.com/en/features/web-forms">Web Forms</a>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-06-11%20at%204.00.31%20PM.png" alt="web form performance"></figure>
<ul><li>Viewed – The number of times your web form has been viewed</li><li>Interacted – The number of times a viewer interacted with your web form. Interacting, in this case, counts as when something was typed into the form field but not submitted. </li><li>Submitted – the number of submissions completed</li><li>Conversion – The percentage of views that resulted in a submission</li><li>Status– Active or inactive. if you deactivate your web form, it will show up under "Inactive Web Forms" and show up as a broken link for viewers. </li></ul>
If you click on the "..." button next to each web form, you can edit, share and embed, deactivate, duplicate and delete the web form.

Web Forms: performance and status

<div class="support-note success primary">Note: These actions are available to global admin users and regular users with the correct permissions enabled. To have web forms available in your account, you must have the <a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">LeadBooster add-on</a> in your subscription. </div>
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 <a href="https://www.pipedrive.com/en/blog/gdpr-compliance" target="_blank" rel="noreferrer noopener">this blog entry</a>.
In Pipedrive, we have the <a href="https://support.pipedrive.com/article/web-forms">Web Forms</a> feature, one of the most valuable tools to capture leads from your website. However, as controller of the information and depending on the data you are gathering, you should notify your customers when and how you are processing their information to ensure GDPR compliance.
Learn more about <a href="https://www.pipedrive.com/en/features/web-forms">Web Forms</a>
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<h2 style="text-align: justify"><a name="custom-field-setup"></a>Custom field setup</h2>
The first step is to think about precisely what is required from your customers. For example:
<ul><li>I have read the Privacy Policy.</li><li>I accept the terms and conditions.</li><li>I want to subscribe to the newsletter.</li></ul>
Each authorization you need requires a <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">custom field</a> to obtain it, and we recommend creating person custom fields since it’s people you’re requesting permission from.
<div class="support-note success primary">Note: The <a href="https://support.pipedrive.com/article/what-types-of-custom-fields-are-there" target="_blank" rel="noreferrer noopener">type of custom field</a> you need depends on the options viewable on your checklist. A single option field must have two or more options to be used in a web form block (e.g., “Yes” and “No.”) To add a block with only one option (e.g., “Yes”), use a multiple-option field instead. </div>
Privacy policy
For privacy policy, create a multiple-option field, name it accordingly and add options for yes and, if applicable, no.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%201.jpg" alt=""></figure>
Terms and conditions
For terms and conditions, create a multiple-option field, name it accordingly and add options for yes and, if applicable, no. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%203.jpg" alt=""></figure>
Newsletter 
Since a newsletter subscription isn’t mandatory, you can use a single option field, name it accordingly and add options for yes and no. 
<figure><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%202.jpg" alt=""></figure>
Once you have your custom fields created, you can set up your web form.
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<h2 style="text-align: justify"><a name="web-form-setup"></a>Web form setup</h2>
Go to Leads &gt; Web Forms &gt; “Form editor,” then use the “+” above the submit button to add your blocks.
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%207.jpg" alt=""></figure>
Privacy policy/Terms and conditions 

Here are a few things to keep in mind when creating your web form blocks:
<ul><li>Use an input field block</li><li>Select the custom field you created from the drop-down under input field on the right</li><li>Highlight your text and use the “link” option to hyperlink any documentation </li><li>Use custom visibility if you only want only a single option available when filling out the form (e.g "Yes.") </li><li>Check the required box to ensure the question can’t be skipped</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%204.jpg" alt=""></figure>
Newsletter 
<div class="support-note success primary">Note: Unlike the privacy notice and the terms of use, users don’t need to accept or subscribe to your newsletter. </div>
The only big difference between your newsletter block and the others is you don’t need consent to send it, and therefore don’t need to limit the available submission options to one. 
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%205.jpg" alt=""></figure>
Once you finish adding your blocks to your web form, click on “Save” at the top right corner of your screen:
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gdpr%20web%20forms%206.jpg" alt=""></figure>
You can check our <a href="https://support.pipedrive.com/article/web-forms" target="_blank" rel="noreferrer noopener">article about web forms</a> to learn how to configure them.

Knowledge Base

Web Forms

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