Pipedrive: Create and embed lead registration forms

Demo summary
Demonstration of creating a custom web form in Pipedrive, adding fields like WhatsApp number, and viewing the submitted lead data in the CRM.
All demos from “Pipedrive tutorial for Absolute Bginners 2026”
32:207:53Configure Pipedrive Chatbot and Lead PlaybooksThe video demonstrates how to set up a live chat playbook in Pipedrive to automatically qualify leads and capture contact details like name and email.Pipedrive· AI inbound qualification
45:009:50Using Pipedrive Prospector to find leadsA walkthrough of the Pipedrive Prospector tool, showing how to filter by industry, job title (e.g., Engineer), and country to generate a lead list.Pipedrive· Build a list from ICP filters
54:5210:27Create and embed lead registration formsCurrentDemonstration of creating a custom web form in Pipedrive, adding fields like WhatsApp number, and viewing the submitted lead data in the CRM.Pipedrive· AI inbound qualification
1:11:1813:11Setting up email campaigns and sender accountsShows how to connect a Gmail account to Pipedrive Campaigns, verify subscribers, and compose an email template with tracking enabled.Pipedrive· Build a cold-email sequence- Watch “Pipedrive tutorial for Absolute Bginners 2026” →
AI inbound qualification
40:083:48Creating and Embedding Web FormsThomas walks through building a custom web form in Pipedrive to capture inbound leads and automatically create deals in the pipeline.Davame - Pipedrive
12:162:43Setting up Pipedrive Leadbooster ChatbotDemonstrates configuring a live chat widget and chatbot for a website to capture and route inbound leads.Dominic The CX Guy
32:207:53Configure Pipedrive Chatbot and Lead PlaybooksThe video demonstrates how to set up a live chat playbook in Pipedrive to automatically qualify leads and capture contact details like name and email.CloudMita
54:5210:27Create and embed lead registration formsCurrentDemonstration of creating a custom web form in Pipedrive, adding fields like WhatsApp number, and viewing the submitted lead data in the CRM.CloudMita
0:421:38Configure Pipedrive Chatbot for lead qualificationShows how to customize the chatbot's appearance and build a logic flow to qualify or disqualify website visitors based on their responses.CRM Coach
2:500:25Setting up Live Chat in PipedriveDemonstrates adding a live chat card to the chat bubble to connect website visitors with a human sales representative.CRM Coach
Pipedrive