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.
Fortegnelse opdateret:24. oktober 2023
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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.
Yderligere oplysninger
PrisIkke tilgængelig
Udvikler
Pipeliner CRM Forms anmoder om de tilladelser, der er angivet nedenfor. Få flere oplysninger
Pipeliner CRM Forms har brug for adgang til din Google-konto
Dette giver Pipeliner CRM Forms tilladelse til følgende:
Se og administrer dine formularer i Google Drev
Vis og kør tredjepartswebindhold i meddelelser og sidebjælker i Google-apps
Opret forbindelse til en ekstern tjeneste
Tillad, at denne applikation kan køre, når du ikke er til stede
Send mail i eget navn
Se den primære mailadresse på din Google-konto
Se dine personlige oplysninger, heriblandt personlige oplysninger, som du har gjort offentligt tilgængelige
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