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CRM & Sales Tools

Pipeliner CRM Forms

By Pipelinersales Inc.
1.5K+ installations
4.5(2 reviews)

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Pipeliner CRM Forms screenshot 1

About this addon

Create Google Forms with Pipeliner CRM Fields Using a simple step-by-step wizard, you can create Google Forms from scratch or based on a simple template. You might want to create a registration form for an event, for example, or an online “Contact Me” form. The Add-on lets you link the options in those forms with the fields from a Pipeliner CRM Lead, Account or Contact record and assign the Owner for the newly created records. You can also select Pipeliner users who should receive a notification email when a new record is created. Attach Google Form into Website After you create a Google Form with your Pipeliner CRM fields linked to the form options, you can attach it to your website, share it via email or send a direct link to your customers. Capture records in Pipeliner CRM and in Google Sheets When somebody completes and submits the Google Form, the Pipeliner CRM Forms Add-On creates a new record in Pipeliner CRM. Pipeliner CRM Google Forms Add-On requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.

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