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 whatsapp marketing service 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:
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 the overall theme is the same 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.
Embedding on Websites
If you want the form to appear on your bzb directory website, Pipedrive lets you embed it easily. 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.Now, users won’t be able to submit the form without marking this block.
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.
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.