Using Web Forms in Pipedrive

Web forms are a powerful tool for gathering valuable data for your business. Whether placed on your website, shared in an email, or posted on social media, they help you capture important information from your audience. You can use them to collect customer feedback, generate leads, or even handle event registrations.

But here’s the thing: capturing data is just the start. 

The real value comes when you put that data to work by integrating those web forms with your CRM. This way, you can organize, track, and use that information to really make an impact. Instead of just storing details, you’re actively using them to grow your business.

This blog will cover everything you need to know about Pipedrive web forms—how to create, customize, and share them to collect data seamlessly.

Creating a Web Form in Pipedrive

Using Pipedrive, you can easily create personalized web forms to gather important information from your audience and funnel it directly into your Pipedrive account as deals or leads. 

The Web Forms feature is available as part of Pipedrive’s LeadBooster add-on, its lead generation tool. The web form setup is only accessible to users who have deals admin permissions enabled.

If you’re new to Pipedrive’s web form feature, don’t worry. The platform is designed to be intuitive and user-friendly. Before you begin, make sure you have an active Pipedrive account and are logged in to your dashboard. Then follow these steps:

1. Go to the Leads section.
2. Then, click on ‘Web Forms’. From there, select “New Web Form” to begin creating your form.

3. You’ll be prompted to choose a starting template. Pick the template that best suits your needs and click “Create form.”

If you are new to using these forms, simply select “Try Web Forms” to start exploring the feature.

Up next, you’ll customize your form to capture the exact details you need.

Customizing Web Forms

Now that you’ve created your web form in Pipedrive, it’s time to make it your own! The form customization process is straightforward and can be done using the form editor. Here’s how you can make your web form reflect your brand:

Using the Form Editor

The form editor is where you’ll build and customize your form. It allows you to add different blocks based on the information you want to collect from your audience. You can add, edit, and arrange blocks to suit your needs.

Adding and Editing Different Block Types

1. The Introduction Block is mandatory for all web forms and provides basic information about the form. To edit it, just click the pencil icon and add your own touch.
2. Then, there are two main block types—Input Field and Message:

• Input Field Block: This block allows you to collect information from visitors, such as their name, phone number, email, marketing status, and other custom fields from your account.
• Message Block: Use this block to add text to your form, providing additional information or instructions for your visitors.

3. The last block in your form is the Submit Button, which is also mandatory. You can customize the text on the button and turn on spam protection to keep unwanted entries out.

Styling Options for Visual Identity

Pipedrive offers various styling options to help you match your form’s appearance with your brand. You can:

• Choose colors for the background, text, submit button, and labels.
• Pick fonts and form styles to give your form a professional look.
• Add images to enhance your form’s visual appeal.
• Toggle Pipedrive branding on or off based on your preference.

These customization options help ensure that your web form looks appealing and collects all the information you need.

Sharing and Embedding Web Forms

Now that your web form is ready, it’s time to get it out there! You don’t have to be a tech wizard for this. Pipedrive gives you two simple options: you can either share the form via a link or embed it directly on your website.

Sharing via Link

If you prefer a quick and easy way to share your form, you can generate a shareable link. Simply click “Copy to clipboard” to get the link for your web form. You can then send this link directly to clients, post it in emails, or share it on social media.

Embedding on Websites

If you want the form to appear on your website, Pipedrive lets you embed it easily. Whether you’re using an AI website builder or another platform. Just follow the steps for your specific website platform, paste the provided URL into your web page, and the form will appear as part of your site.

Once your web form starts collecting responses, the next step is communication. If your form leads them to WhatsApp, TimelinesAI can help you manage those conversations effortlessly.

Using TimelinesAI’s Pipedrive-WhatsApp integration, you can send personalized follow-ups and continue conversations right from Pipedrive, ensuring a smooth transition from form submission to real-time messaging.

Adding Consent Fields to Your Web Forms

Although Pipedrive doesn’t have a default consent field, you can create one using a custom field. Here’s how to do it:

1. Create a single-option custom field with two options, such as “Yes” and “No.” This will serve as your consent checkbox.
2. Next, go to the input field section of your submission block and select the custom field you just created.
3. Check the “Required” box.

Now, users won’t be able to submit the form without marking this block.

Note: The steps described in this section require creating a single-option custom field.

Organizing Data with CRM Integration

Once your web form is live and it starts bringing valuable information, it’s time to plan your next move. All that unfiltered data coming from your prospects and customers across different channels can be a goldmine—only if it’s well-organized. 

That’s where integrating your web forms with a CRM like Pipedrive comes in. Here’s how that can help:

Automatic Data Syncing

When a customer fills out a form, their details are automatically synced to your CRM database. 

Segmenting Leads

After the data is stored in Pipedrive, you can organize the information to make it more actionable. For instance, you can group leads into custom segments based on factors like location, buying behavior, or other relevant criteria. 

This segmentation helps your marketing and sales teams focus on specific demographics, improving personalized outreach and campaign targeting.

Automatic Workflows

With Pipedrive, you can save data instantly as new leads or deals, set up email alerts, and create workflows to automate next steps like follow-ups or assigning tasks. This way, your team always stays on top of things.

Analyzing Web Form Data

Once your web forms collect data, it’s time to gain insights. Pipedrive provides tools to analyze customer behavior and trends, helping you turn this data into actionable steps. Use the insights to refine your sales strategy and improve targeting.  Additionally, leveraging web analytics can help you track form performance metrics like submission rates, abandonment points, and user interactions before submission. This data allows you to optimize form design, adjust field placements, and improve the user experience to boost conversions.

Pipedrive provides built-in reporting and analytics tools that give you a clear overview of how your web forms are performing. These reports help you track lead quality, conversion rates, and more so you can continuously improve your forms and sales processes.

Ensuring Data Security and Privacy

When it comes to handling customer data, security and privacy are a top priority. With Pipedrive Web Forms, you don’t need to rely on third-party apps, which means less risk of data leaks. 

Your forms communicate directly with your CRM, keeping things secure. Plus, you can easily make your forms GDPR-compliant by adding a custom consent field, so you’re not just collecting data—you’re doing it responsibly and keeping customer trust.

Why Use Web Forms?

Here’s why you should consider using web forms:

1. Engage with website visitors: Web forms help you connect with potential leads while they’re still browsing your site, giving you a chance to capture their interest before they leave.

2. Easy and reliable contact sharing: Web forms offer an effortless way for visitors to share their contact information, making it easy for your inbound leads to reach out without any hassle.

3. 24/7 lead capture: Web forms work around the clock. They can collect leads even when you’re not available, ensuring you never miss an opportunity.

4. Targeted communication: By gathering data through web forms, you can send the right content to the right people. For example, a contact form can ask visitors about their specific needs or interests, allowing you to follow up with tailored offers or information that matters to them.

A Quick Checklist for Good Web Forms

1. Ensure the form’s purpose is immediately obvious to visitors (e.g., subscription, lead capture, feedback).
2. Keep the form clean and uncluttered, focusing on essential fields to avoid overwhelming users.
3. Avoid long forms with unnecessary questions, as they can lead to drop-off. For example, research found that around 37% of users leave a form if they’re required to provide their phone number unless the field is optional.
4. Make sure your form looks and works just as well on mobile devices as it does on desktops.
5. After submission, provide a clear confirmation message so users know their information was successfully sent.
6. Use CAPTCHA or another form of spam protection to prevent bots from submitting fake entries.
7. Run A/B tests to experiment with different form designs, layouts, and field placements.
8. Double-check that the form works as expected on all devices and browsers.
9. For multi-step forms, show a progress bar so users know how far along they are.

This checklist will help ensure your forms are effective, user-friendly, and optimized for higher completion rates.

Conclusion

Web forms are a quick and efficient way to gather important information, and Pipedrive makes them easy to use—from creation to distribution. These forms can help you streamline your lead generation process, collect valuable customer data, and enhance your overall sales efficiency. 

Always keep your forms concise, visually appealing, and aligned with your specific business goals. Remember, every form submission is a potential opportunity – make the most of it using Pipedrive webforms.

Frequently Asked Questions: FAQs

Will I be notified when someone submits a form?

When a web form is submitted, it’s added to your Pipedrive account as a deal or lead, depending on your choice. You can add a prefix for easy identification and assign an owner who will receive email notifications whenever a form is submitted.

How do I integrate Google Forms with Pipedrive?

To integrate Google Forms with Pipedrive using Make, follow these easy steps:

1. Create a Make account if you don’t have one.
2. Go to the integrations section. There, choose Pipedrive and Google Forms and link them by following the prompts.
3. Choose what data (contacts, deals, etc.) you want to sync between Google Forms and Pipedrive.
4. Once everything is set up, activate the integration.