Pipeliner CRM Online Forms

Turn every interaction into instant CRM action. Pipeliner CRM Online Forms isn’t just a survey tool; it’s a fully integrated growth engine that seamlessly bridges your digital touchpoints with your critical sales dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.. Stop manually transferring data and start fueling your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. with real-time, accurate, and actionable insights.

The Pipeliner CRM Online Forms feature delivers maximum impact by focusing on key selling points (KSPs) that translate directly into CRM advantages. For example, our Direct CRM Sync eliminates the need for copy/paste, ensuring real-time data accuracy and facilitating immediate follow-up. Using Personalized Links means higher conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. with zero friction, which drives higher completion rates and a better customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. experience. Furthermore, the ability to use the form submission as an Automatizer Trigger turns form data into automated sales action, significantly accelerating the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers. by automating next steps. With Conditional Fields, you build more innovative forms that adapt to the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service., gathering more specific, high-quality data relevant to the inquiry. Finally, the feature’s capability for Related Record Creation simplifies complex transactions, allowing you to handle use cases like Quote Requests directly from a web form.

The Power-Packed Benefits You’ll Love

Instant CRM Integration & Record Creation

• No More Manual Data Entry: Forget tedious, error-prone data transfer. Every form submission automatically creates or updates the corresponding record (e.g., LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., Contact, Opportunity) directly in Pipeliner CRM.
• Fuel Your Pipeline CRM Instantly: Whether it’s a website lead capture or a quote request, the data is routed directly to the relevant entity, ensuring zero lag between interest and action.
• Intelligent Record Matching: Utilize intelligent identity matching to update existing records with fresh information, or automatically create a new one if a match isn’t found.

Seamless Web & Email Deployment

• Embed Anywhere, Hassle-Free: Generate JavaScript embed code for simple integration into any website, or use an Iframe for maximum flexibility.
• Personalized, High-Converting Links: Drive engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience. with Pre-filled or Personalized Links that instantly populate form fields with known CRM data, dramatically boosting completion rates.
• Secure Your Data: Protect your forms from bots and abuse with built-in reCAPTCHA integration, ensuring you capture real leads.

Automation & Workflow Mastery

• Trigger Next-Level Workflows: Form submission isn’t the finish line—it’s the starting gun! Use the submission as a direct trigger for Pipeliner CRM Automatizer processes.
• Automate Follow-Up: Instantly assign tasks, send internal notifications, or launch tailored email campaigns based on the form’s completion.
• Multi-Purpose Forms: Design complex forms that can not only update the primary record but also create or update related records (e.g., a Quote related to an Opportunity).

Design & Customization That Converts

• Fully Branded Experience: Customize the color schemes, headers, and images to match your brand identity and website aesthetic perfectly.
• Optimized Layouts: Enhance user experience with multi-column containers and drag-and-drop editing. Create single-page forms or smooth, multi-step sections for long surveys.
• Conditional Logic Magic: Use conditional rules to dynamically show or hide fields based on previous answers, creating a smarter, more relevant experience for every respondent.

Advanced Control & Compliance

• Set Clear Response Limits: Automatically deactivate forms when a response threshold, deadline date, or file storage limit is reached—perfect for events or limited-time offers.
• ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. & Quote Capabilities: Incorporate Products & Services fields directly into your forms to enable instant quote requests and order collection.
• Comprehensive Tracking & Reporting: Every response is logged in the CRM Feed, featuring dedicated Form Summary analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). and full support for Standard and Pivot Table Reports, providing a comprehensive performance overview.