How To Create A Form In Pipedrive

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Here is how to create or modify a Web Form in Pipedrive:

1. Go to the Leads tab from the left sidebar menu.
2. Locate and open the Web Forms option.
3. Note that you may be prompted to subscribe to this feature.
4. Otherwise, simply click on the + Try Web Forms button.
5. You will now have the option to pick from various templates. These can be edited later so pick the one you like best!
6. Once selected, click on Create form.
7. You will see a chart of all items in your form and plenty more options to customize your form. Feel free to explore.
8. You can click on the (+) icons between items to add a new field.
9. Select the type of field, name, etc. and click on Save.
10. Once your ideal form is ready, click on Save at the top right.
11. You now have an active web form in Pipedrive. If this was already embedded somewhere it should reflect the new changes.
12. Or use the three dotted icon to view more options. Click on Share and embed.
13. Copy the embed link or follow instructions for other methods.