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.
Na-update ang listing noong:Oktubre 24, 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.
Karagdagang impormasyon
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Hihilingin ng Pipeliner CRM Forms ang mga pahintulot na ipinapakita sa ibaba. Matuto pa
Mangangailangan ang Pipeliner CRM Forms ng access sa iyong Google account
Papayagan nito ang Pipeliner CRM Forms na:
Tingnan at pamahalaan ang iyong mga form sa Google Drive
Nagpapakita at nagpapagana ng web content ng third-party sa mga prompt at sidebar sa loob ng mga Google application
Kumonekta sa isang panlabas na serbisyo
Payagan ang application na ito na tumakbo kapag wala ka
Magpadala ng email bilang ikaw
Tinitingnan ang pangunahing email address ng iyong Google Account
Tumitingin sa iyong personal na impormasyon, kasama ang anumang personal na impormasyong ginawa mong available sa publiko
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