Note: Admin rights are required to perform certain actions listed in this article. Click here to learn more.
Pipedrive web forms
Pipedrive's new web forms make life simple; no more fussing around with outside integrations or complicated processes. You can now set up your own personalized web form for your website, and it will feed directly into the pipeline of your choosing.
Pipedrive web forms give you supreme control over where your data goes once your customers submit their information. No need to copy from other sources or import data.
How does it work?
A web form is an online page used to gather and store information. It usually has several information fields which a user completes and submits. Most common usage is to solicit and store contact information.
Pipedrive's web forms can be used to gather leads, product or service ideas, contacts, feedback or any other information that is valuable. No limitations. The forms are completely customizable.
When a customer submits a web form, it will always create a new Deal, Person and/or Organization.
You can also add up to 10 email addresses to be notified when a new webform is submitted. That way you can wow your prospective customers by using those notifications to jump on any leads and make sure you convert them into sales.
How to configure a Pipedrive web form
Navigate to Settings > Web forms.
Next, click Create form to begin.
From here, you can configure which fields you want to prompt your customers to fill in their form. You'll be able to select from a dropdown of various Pipedrive fields, which you can customize a customer-facing message for.
You can mark specific fields as mandatory which will not allow any forms to be submitted unless there are characters in the field.
What fields can I configure?
You can customize the following fields:
- Webform Title: This is internal and will not be shown to customers, it's just to help keep you organized.
- Webform Description: As with the title, this is not public and only for organizational purposes.
- Owner: This user will be the owner of any deal created from the webform.
- Pipeline Stage: This determines into which stage of your Pipeline deals created via the webform will go.
- Deal Prefix: A short prefix for deals created by the webform so you can easily see them in your Pipeline
- Introduction Message: This custom message will be visible to customers on beginning to fill in the webform.
- Success message: This custom message will display for your customers once they've submitted the web form.
- Fields: These are the required fields customers will need to enter when filling in the webform (see below).
3 - Add new field
These are the fields your customers will fill out in the form. This populates specific fields in the Deal, Note, Person and/or Organization created by the web form. When your customer is prompted to fill out any of these fields you can customize how the question is asked with your own personal style when presented to the customer in the web form, but they still direct to specific fields in Pipedrive.
Mandatory field: Every form comes with at least one mandatory field for your customers to fill out; this is the (Person) Name or the (Organization) Name. This is mandatory because Pipedrive needs the name of a person or organization in order to create a deal and contact.
Deal Title: Allows the customer to customize the title of your deal for you.
Deal Value: Allows the customer to specify the monetary amount of the deal. Only a number can be entered. Your default currency will be applied to the number.
Deal Expected close date: Allows the customer to specify the expected close date. Remember this is the date that specifies where your deal shows up in the Forecast view.
Person - Name: Allows the customer to specify their own name.
Person - Phone: Allows the customer to specify their phone number.
Person - E-mail: Allows the customer to specify their e-mail address.
Organization - Name: Allows the customer to specify the name of the organization they represent.
Organization - Address: Allows the customer to specify the physical address of the organization they represent.
Custom fields (Text or Single/Multiple-choice): Custom fields from your People, Organizations, and Deals can be documented in web forms. The custom field-types supported are Text or Single/Multiple-choice option.
Once you've customized your web form to your liking, you have the option to preview it as your customer would see:
Now you can save your form! From here, you can edit it, duplicate it, or delete if necessary.
How to use your web form in your website
There is an embed code under the share button - all you need to do is copy-paste it to the appropriate place in the source file of your website. If you're using a standard open source tool like Wordpress, simply create a new page or post, paste the embed code into the body and publish. Of course, this also allows you to style the page according to your needs.
There are a few ways to share your signup form on a Wordpress site. The method you’ll use depends on whether you use WordPress.com or WordPress.org. WordPress.com is a hosted web platform, typically used to create blogs and small websites, while WordPress.org offers a customizable, self-hosted web platform for more advanced websites.
If You Have a WordPress.com Site
Copy your form's URL from Pipedrive, and insert it as a link in your WordPress site's main navigation, sidebar, or footer. Visitors can click the link to go to the form and then return to your site when they're done.
If You Have a WordPress.org Site
Paste the Pipedrive embedded form in any HTML-ready area of your site, like Posts and Pages, or in Text widgets.
You'll need to set up a code block for your Squarespace site. Click here for extensive instructions on this.
- When editing your web page, from the left menu click Add->More->HTML code.
- Press Enter code.
- Paste embed code from Pipedrive.
- Remember to drag the code box to match your form size.
- When editing your webpage, from left menu drag embed code to your webpage.
- On the embed code field press Edit custom HTML
- Copy embed code from Pipedrive