Replay Webinar : Mastering pipedrive forms capture more leads effortlessly

🌐 Using Pipedrive Web Forms to capture and automate leads

Pipedrive Web Forms are a simple and effective way to connect your website directly to your CRM. Instead of receiving form submissions by email or exporting them from a website tool, the information can be sent straight into Pipedrive.

This is especially useful because, for many companies, the website is one of the main sources of leads. When the website is not connected to the CRM, sales teams often have to copy information manually, import spreadsheets, or check separate tools. This slows down the sales process and increases the risk of missing opportunities.

With Pipedrive Web Forms, a visitor can fill in a form on your website and automatically become a contact, a lead, or a deal inside the CRM within seconds.

⚙️ Where to find Web Forms in Pipedrive

Web Forms are available inside the LeadBooster area of Pipedrive. In the demo, Alex shows that users can access this section from the Leads menu.

LeadBooster includes several tools, such as Web Forms, chatbot, and live chat. The webinar focuses mainly on Web Forms, but the speakers also show how these features can work together to improve lead capture.

One important point mentioned during the webinar is that LeadBooster is included in the Premium plan. This means many users already have access to these features and can start using them without adding another external form tool.

📝 Creating and customizing a Web Form

Creating a Web Form in Pipedrive is straightforward. Users can start from a template, such as a contact form, registration form, or download form, and then adjust the fields depending on what they need to collect.

A form can include standard contact information such as full name, email address, phone number, and company name. It can also include custom fields linked to deals, organizations, or specific business needs.

For example, a company could ask visitors to select a product type, a location, a preferred date, or the reason for their request. This information can then be stored directly inside Pipedrive and used by the sales team during follow-up.

The speakers also recommend being careful with field names. For example, instead of asking only for “Name”, it is often better to ask for “Full name” so the sales team receives more complete contact information.

🎨 Form design and submission options

Pipedrive allows users to customize the visual style of the form, including colors, fonts, labels, and confirmation messages. While it is not as advanced as a dedicated form-building platform, it is more than enough for simple and efficient sales forms.

After a visitor submits the form, Pipedrive can either show a thank-you message or redirect the person to another page. This can be useful if you want to send prospects to a booking page, a confirmation page, or a page with additional information.

Spam protection can also be activated, which is important to avoid receiving unwanted or fake submissions.

🤖 Automating the follow-up process

One of the strongest benefits of Web Forms is the ability to connect them with Pipedrive automations.

In the example shown during the webinar, a form submission automatically creates a new deal. Then, an activity is created for the sales team, and an email is sent to the prospect. This means the sales process starts immediately after the form is submitted.

This kind of automation helps sales teams react faster. Instead of waiting for someone to manually check a form submission, the CRM creates the next steps automatically.

A typical workflow could look like this:

Step	What happens
Form submitted	The visitor sends their information
Deal created	Pipedrive creates a new opportunity
Activity added	A call or follow-up task is assigned
Email sent	The prospect receives an automatic confirmation

This makes the process smoother for both the company and the prospect.

🔄 Assigning leads to the right salesperson

The webinar also explains how automatic assignment rules can be used with Web Forms.

For example, if a lead comes from France, it can be assigned to Lucas. If it comes from Portugal, it can be assigned to Alex. If the company works with different markets, products, or regions, Pipedrive can use custom rules to distribute leads automatically.

This is very useful for sales teams because each new opportunity goes directly to the right person. It also avoids confusion and reduces the need for manual dispatching.

Assignments can be based on different criteria, such as country, source, product type, pipeline, or custom fields.

💬 Chatbot and live chat possibilities

Although the webinar mainly focuses on Web Forms, Alex also presents the chatbot and live chat features available in LeadBooster.

The chatbot can ask questions, qualify visitors, collect contact details, and create leads or deals based on the answers. It can also follow different paths depending on what the visitor selects.

For example, if a visitor says they want to buy a voucher, the chatbot can ask for their email address, preferred location, name, and phone number. Once the conversation is finished, Pipedrive can create the contact and the deal automatically.

The live chat feature allows a salesperson to speak directly with a website visitor. If the team is online, they can answer immediately. If they are offline, the system can collect the visitor’s information and continue the process later.

📅 Adding a meeting booking link

Another useful feature shown in the webinar is the possibility to add a meeting booking link.

This can be done with Calendly or with the native Pipedrive Scheduler. The idea is simple: after a prospect fills in a form or interacts with a chatbot, they can directly book a call with the sales team.

This creates a faster and smoother experience. The prospect does not have to wait for someone to reply manually, and the sales team receives a qualified meeting directly in the calendar.

🚀 Why connecting your website to Pipedrive matters

The key takeaway from the webinar is that companies should not leave their website disconnected from their CRM.

When leads are handled manually, response times are slower and sales teams waste time on repetitive admin work. When the website is connected to Pipedrive, the process becomes much more efficient.

Web Forms help businesses capture leads instantly, qualify them better, trigger automatic follow-ups, and make sure the right salesperson takes action quickly. For many teams, this can have a direct impact on conversion rates and customer experience.