Shuttle - Webforms, Signatures, Documents
free

Shuttle - Webforms, Signatures, Documents

by Shuttle

free
free

Get more out of Pipedrive by connecting your webforms and landing pages to your pipeline and your onboarding process.

Attract new leads, Manage contracts

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Give Pipedrive a boost by making it easier to sign up new customers using one central portal. You can also reduce your sales admin costs by 50%.

  • Easy-to-build web forms to collect customer data from your website or through partner referrals
  • Manage incoming leads directly with your team
  • Cut down on paperwork with e-signing for contracts
  • Ask customers to upload any documents or forms you need
  • Communicate with leads using instant messaging and keep a record of all correspondence
  • For regulated business, complete any KYC/AML requirements with automated checks from partners such as Equifax, CreditSafe and Onfido
  • Get our unbranded version to mirror your company’s “look and feel”

Initiate the onboarding process immediately when a lead engages via your web form. Through Shuttle, you are notified, and all of the information you have collected in your initial form is submitted to your deal pipeline in Pipedrive.

It’s fast and easy to get started. We even build the first web forms for you.

We have exclusive offers for Pipedrive users. You can find out more by clicking below. Our offers include free web forms, discounts and priority support for Pipedrive users!

Installation instructions

You'll need a Shuttle account to install this app. If you don't have one, go to https://app.shuttleon.com/sign-up/company.

You will be redirected to a sign-up page for the Shuttle service. Our starter package is free, but you will need to provide your credit card details. After completing the registration, click on “Install now” on Pipedrive's Marketplace page.

Alternatively, you can install the app from our portal by going to “Shortcuts” -> “Integrations” -> “Pipedrive” and click on “Enable.” Make sure you have selected “OAuth” as access type, and the checkboxes labeled “Enable auto-upload of new applications” and “Always send application customers” are checked, then click on “Connect.”

Once you have signed up for Shuttle, we will schedule a call to help you set up your initial webforms and the integration for Pipedrive.

After installing the app, make sure to read our usage guide on the Pipedrive integration page in our portal.

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