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.
应用详情更新日期:2023年10月24日
适用于:
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概览
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.
其他信息
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开发者
Pipeliner CRM Forms”将请求获得以下权限。了解详情
Pipeliner CRM Forms”将需要访问您的 Google 账号
这样可让Pipeliner CRM Forms
查看和管理您的 Google 云端硬盘中的表单
在 Google 应用的提示和边栏中显示和运行第三方网页内容
连接到外部服务
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以您的名义发送电子邮件
查看您的 Google 账号的主电子邮件地址
查看您的个人信息,包括您已公开的任何个人信息
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