The Pipeliner CRM Google Forms Add-On allows you to quickly capture sales leads, contacts or accounts directly into Pipeliner CRM when a form is submitted by email, via a link or from a website.
Listing updated:October 24, 2023
Works with:
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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PricingNot available
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Pipeliner CRM Forms will ask for the permissions shown below. Learn more
Pipeliner CRM Forms will need access to your Google account
This will allow Pipeliner CRM Forms to :
View and manage your forms in Google Drive
Display and run third-party web content in prompts and sidebars inside Google applications
Connect to an external service
Allow this application to run when you are not present
Send email as you
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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