How To Create A Form In Pipedrive

How To Create A Form In Pipedrive

1. Log In to Pipedrive: Access your Pipedrive account.
2. Navigate to the Forms Section: Find the 'Forms' option in the main menu.
3. Click on 'Create Form': Start a new form by selecting this option.
4. Choose a Template: Pick a pre-designed template or start from scratch.
5. Add Fields: Drag and drop fields like text, email, or dropdowns as needed.
6. Customize Field Settings: Adjust settings for each field, such as making them required.
7. Design the Form: Change colors, fonts, and layout to match your brand.
8. Set Up Notifications: Configure email notifications for form submissions.
9. Preview the Form: Check how the form looks before publishing.
10. Publish the Form: Make your form live and accessible to users.
11. Share the Form Link: Distribute the form link via email or social media.