Knowledge Base

Topics
Creating a Web Form
Form Editor
Input field
Message
Style
Share and embed

Web Forms

BF
Breandan Flood, January 17, 2023
Note: The Web Forms feature is part of the LeadBooster add-on. Web Forms can only be set up by the account admin user.


Pipedrive Web Forms 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.


Creating a Web Form

To begin creating a Web Form, go to the Leads section of your account and select Web Forms. If you've never used the feature, you'll need to select "Try Web Forms" to begin using the feature.

Click "New Web Form" to begin. You'll be asked to select a template, then click "Create form."

From there you will be taken the Web Form editing menu.


Form Editor

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.

To add a new block, hover over the form editor and click the "+" where you want the next block to be in the form.

There are two block types you can use: Input field or Message.

Input field

This block type allows you to collect information from website visitors such as name, phone number, email address or a variety of custom fields 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:

  • Text

  • Large text

  • Single option

  • Multiple option

  • Date

  • Address

  • Monetary

  • Numerical

  • Phone

There is also the attachment input field, which allows you to add a file upload to your web form:

Message

The other block type is Message, where you can add text throughout the form.

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The last block in your form is the Submit button, which is also mandatory. This block allows you to choose the text on the button and whether the form is spam-protected.

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Note: We use the latest version of reCAPTCHA when Spam protection is enabled. For more information on reCAPTCHA, visit their website.


Style

In the Style section, you can customize your web form’s appearance starting with the colors and background.

Note: Select custom colors using the dropdown boxes.

Choose between dozens of custom fonts and adjust the size and weight of the lettering.

You can also choose your form style, which includes the size, shape and position of your web form’s input boxes:

Finally, add images to your web form and toggle Pipedrive branding on or off.

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.

Share and embed

Once you have created your web form it is ready to be shared with your website visitors. There are two ways for you to share your web form. You can either share a direct link with your potential clients or embed the form on your website. Under the Share and embed tab, you have both of these options.


Previewing your Web Form

In the PREVIEW window on the right-hand side of the page, you can see how the form will appear when its embedded on your website, or when its a standalone option (direct link).


Sharing or embedding your Web Form

Under Share via link, you can select the option to "Copy to clipboard". Then, you can paste the link where you would like your potential clients to click on it or send it to them directly.

clipboard.png

If you would like to have the form visible on your website, you can learn how to do this in the Embed the form on your website section. Here, there are general instructions on embedding our web forms, as well as specific instructions if you use WordPress or Squarespace. Click on any of the options to expand the instructions.

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Consent fields for Web Forms

Although Pipedrive does not have a default consent field for your Web Forms, we do have a workaround that allows you to create a checkbox where your contacts can mark their consent.

First, you can create a single option field in your Pipedrive account, with Yes or No as your two options. Once you have added this to your account, you can then add it to your web form, and mark it as Required.

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For more information on how to create custom fields, you can read this article. If you would like to read more about Pipedrive and GDPR, click here.

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