Quick summary
Pipedrive's Web Forms feature lets sales teams capture leads directly into their CRM pipeline without any coding. You can create a form, customize its fields using pre-built templates, and share or embed it anywhere in minutes.
Steps
- Go to the Leads tab from the left sidebar menu.
- Locate and open the Web Forms option.
- Note that you may be prompted to subscribe to this feature.
- Click on the + Try Web Forms button to get started.
- Choose from the available templates — these can be edited later, so pick the one that suits you best.
- Click on Create form to confirm your template selection.
- Review the form editor, which displays all current fields and customization options.
- Click the (+) icon between items to add a new field to your form.
- Select the field type and name, then click Save to apply the change.
- Once your form is complete, click Save at the top right to publish your changes.
- Your web form is now active in Pipedrive and will automatically reflect any updates where it is embedded.
- Use the three dotted icon next to the form and click Share and embed to distribute your form.
- Copy the embed link or follow the provided instructions to share via other methods.
