Give your inbound leads an easy and reliable way to share their contact information with you. Intuitive to build yet highly customizable, share or embed forms on your website or social media and let the leads roll in.
The Web Forms feature is available as part of the LeadBooster add-on, along with Chatbot, Live Chat and Prospector, and can be added to any Pipedrive CRM plan.
14-day Pipedrive trial incl. LeadBooster add-on
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Customize your forms to gather the information that’s relevant to your business. Use custom fields to get leads’ names, email addresses, phone numbers, and much more.
Even tailor details like your submit button, reCAPTCHA and success page.
Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:
Chatbot
Live Chat
Prospector
Web Forms
Chatbot
Live Chat
Prospector
Web Forms
Starting from
per company per month, billed annually
or $39 per company per month, billed monthly
When prospects feed in from multiple channels, large volumes of unfiltered leads can make personalized outreach efforts and targeted campaigns difficult. Web forms team up with your CRM to streamline the entire lead generation process.
Once a customer completes a form, that data is automatically synced to your CRM’s database. Use custom segments to group contacts by location, buyer behavior and more, to help marketing teams reach every demographic.
SOFTWARE FEATURE
Balancing several lead generation, marketing and sales tools can be a logistical nightmare for your business. When you have multiple data sources scattered across departments, your follow-up time increases and leads are more likely to go cold.
Web Forms syncs with your CRM to reduce the legwork. Data feeds directly to your pipeline and can be saved automatically as new deals, where you can segment contacts, get email notifications and design actionable workflows for your teams.
SOFTWARE FEATURE
Privacy is essential to both your clients and your business. If you can’t ensure data protection, you’ll lose your clients’ trust.
Web Forms removes the need for third-party apps and reduces the risk of data leaks by communicating directly with your CRM.
SOFTWARE FEATURE
Every completed web form is a sales opportunity for your business. Your sales teams need to be equipped with relevant information so they can strike while the lead is hot.
Customizable forms allow you to collect unique insights into each lead. Ask crucial questions and embed website forms onto download pages, event registrations, mailing lists and more.
Create contact pages to capture new web visitors or create forms to get important contact information from sales prospects.
Gauge your leads’ interest levels and target them with a personalized sales approach.
SOFTWARE FEATURE
Like any other lead generation component, web forms should allow you to breathe your brand into the content.
Pipedrive’s Web Forms builder gives you full control over your design.
Create visualized templates for contact forms, surveys, registration forms and more, and fit content fields around your branding.
Leave a lasting impression on leads with a simple yet eye-catching data submission process.
Sales managers can benefit greatly from sales lead forms. They provide a quick and easy way to acquire actionable data from interested prospects, and they remove the need for manual entry by feeding directly into your CRM workflows.
The right sales lead forms will provide:
Easy setup: Creating sales lead forms is as simple as selecting custom fields in your Web Forms builder and designing them to suit your brand.
Quality leads: With fully customizable forms, you can collect as much lead data as you need, right down to the specifics.
Lead scoring: Gauge purchase intent with form data validation and prioritize outreach efforts accordingly.
Integration: Sales forms integrate directly with leads and deals in your CRM and provide real-time lead updates for sales teams.
Shorter user journeys: Share lead forms anywhere so prospects can give you their information with fewer clicks.
Cloud sharing: Once a form has been filled and shared to your CRM anyone in your team can access the information and take action.
Once you have created your form, it’s time to place it in front of your audience. Embed it on landing pages, forward it to email contacts and post it on your social media.
Web Forms is but one part of our powerful lead generation toolset. Expand your lead generation arsenal with Chatbots, Live Chat and Prospector – all of which are included in our LeadBooster add-on.
As you start to collect data, Pipedrive automates workflows to sort it. Group leads into segments, send automatic marketing follow-ups and assign tasks to sales teams.
Pipedrive’s insights and reports features are designed to extract value from your data. Identify trends among form submissions, create an informed sales strategy and widen revenue opportunities.
Get creative with Web Forms and design around unique use cases. Use the form builder to generate leads and nurture your customer base with feedback surveys, competition entries, opt-ins and more.
Once you’ve started engaging web form leads, you can store and update contact information, schedule calls and move prospects through your pipeline. Your sales team can quickly view lead progress and track communication history.
Reliability Maintenance Solutions (RMS) were missing sales opportunities due to broken lead generation processes.
After switching to Pipedrive, RMS replaced their unappealing form design with Pipedrive’s Web Forms. Now, website visitors can order training support products in just a few clicks with the form’s dropdown menus.
“Web Forms is great and they are doing what I need them to do.”
Read the case study
Make your web form fit your brand so it’s inviting and trustworthy for leads. Customize your theme, style and template quickly and easily in the form builder.
Once you have designed your form, it’s time to choose what information you want to collect.
Share your form via link anywhere you like or embed the form on a webpage.
Pipedrive’s lead and deal management features take care of the data sorting legwork. Your CRM imports contacts, matches profiles to deals and segments clients based on custom fields.
B2B companies need to collect as much relevant information from leads as possible.
Web Forms allows you to gauge your leads’ interests and needs with succinct question fields, making segmentation and targeting a piece of cake.
Web Forms can make high-volume B2C lead management a breeze.
Forms sync directly with your CRM, kicking automated workflows into action and equipping your marketing team with real-time data.
There are two ways to share web forms:
1. You can create a direct link and share it via email, your social media channels and other media.
2. You can also easily embed your web form onto your website. Learn more.
Submitted web forms are added to your Pipedrive account as a new deal or lead – the choice is yours. You can also give them a special prefix to identify them at a glance. Furthermore, you can choose an owner who will receive an email every time a form is submitted.
Forms created with Web Forms can be set up to be GDPR compliant. Though they don’t include a consent field by default, you can create a custom consent form for compliance. Learn more.
Web Forms is part of the LeadBooster add-on. Apart from Web Forms, LeadBooster includes the Chatbot, Live Chat and Prospector – all tools are designed to get more quality leads flowing into your pipeline.