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.
商店資訊更新日期:2023年10月24日
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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.
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Pipeliner CRM Forms 將會要求下方所示的權限。瞭解詳情
Pipeliner CRM Forms 將需要存取您的 Google 帳戶
這項操作將授予「Pipeliner CRM Forms」下列權限:
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