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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, giving you control over where the data goes once the customer provides it for you.
1. How does it work?
A web form is an online page used to gather and store information. In Pipedrive, that means that you can construct a web form that asks for specific information, and when a customer provides you with that information, it will automatically stored within Pipedrive — as a Deal, Person, or Organization — based on the questions asked.
You can also add up to ten email addresses to be notified when a new web form is submitted. Doing so allows you to impress your prospective customers by using those notifications to immediately put your best foot forward and get started closing your sales.
2. How to configure a Pipedrive web form
- Go to Settings > Web forms.
- Click on 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.
3. What fields can I configure?
Within the Pipedrive web form, you can customize the following fields.
- Web form Title: This is internal and will not be shown to customers, it's just to help keep you organized.
- Web form 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 web form.
- Pipeline Stage: The pipeline stage that your web form-created deals will be created in.
- Deal Prefix: A prefix for deals created by the web form so you can easily see them in your Pipeline
- Introduction Message: This custom message will be visible to customers when beginning to fill in the web form.
- 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 web form.
To add a new field into your web form, click the +Add new field button, and select the intended field from the dropdown list.
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 the specific wording of the question or statement of the form, based on your needs.
Note: Any field can be made mandatory. This means the web form cannot be completed until the mandatory field is filled out by the customer. Some fields are Required — such as Person Name and Organization Name — since those Pipedrive items cannot be created without a name.
- 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, which is the date that specifies where the 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 Email: 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: Custom fields of the text, single-option, or multiple-option type from your People, Organizations, and Deals can be documented in web forms.
Once you've customized your web form, you have the option to preview it, to have an idea of how it would appear to the customer. You also have the ability to customize certain color options in your web form, to match the page you wish to host it on.
Now you can save your form, by clicking the Save button.
Once saved, that form can then be altered, by clicking the Edit button, where you can Duplicate, Disable, or Delete that specific web form.
4. How to use your web form in your website
When in the Settings > Web forms area, any existing web form will have a Share button. Clicking on that share button will provide you with both the 'Link' and 'Code Snippet' for that unique Pipedrive web form.
For most sites, the provided code snippet can be pasted into the appropriate place within the source file of your website. In standard, open-source tools — like Wordpress — you can paste the code snippet into the body of your created page or post.
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.
To set up a code block for your Squarespace site, read through this provided information.
- When editing your web page, from the left menu click Add > More > HTML code.
- Press Enter code, and paste the embed code from Pipedrive.
- Remember to drag the code box to match your form size.
- When editing your webpage, drag the embed from the left menu to your webpage.
- On the embed code field, press Edit custom HTML
- Copy the embed code from Pipedrive