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Pipeliner CRM Forms


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Overview

Capture sales leads, contacts or accounts from your website into Pipeliner CRM.
Pipeliner CRM Google Sheets Add-On for Submission Forms is built to quickly capture lead, opportunity, contact and account information from Google Forms attached to your website, or email, into the Pipeliner CRM Desktop app.

CREATE GOOGLE FORMS WITH PIPELINER CRM FIELDS
Using a simple step-by-step guide, you can create Google Forms. A registration form, for example, for an event or an online contact form and then link the options in those forms with the fields from a Pipeliner CRM lead, account or contact record.

ATTACH GOOGLE FORM INTO WEBSITE
After you create a Google Form with 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
If somebody fills the Google Form, Pipeline CRM Google Sheets Add-On creates a new record in Pipeliner CRM Desktop as well as in a Google Form dedicated Google Sheet on your Google Drive.

Pipeliner CRM Google Sheets Add-On for Submission Forms requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.

Details

Version: 15
Updated: October 26, 2017
Language: English