Since the release of version 4.1, users can now re-submit form entries to Pipedrive, offering a more flexible and efficient way to handle data. This functionality ensures that missed or incomplete entries can be sent to Pipedrive effortlessly, while also providing a valuable tool for debugging feed issues.
Location and Requirements
The re-submit button is conveniently located on the right-hand side of each form entry. However, it’s important to note that this feature requires an active feed to function. An active feed ensures the seamless transfer of data from the form to Pipedrive, making it essential for using this feature effectively.
Key Benefits of Re-Submitting Form Data to Pipedrive
- Easily Add Missing Data to Pipedrive
One of the standout benefits of this feature is the ability to quickly add form data to Pipedrive if an entry was missed or not properly submitted. Whether it’s a lead, deal, or contact, users can re-submit the data without the need for manual re-entry. This ensures that all necessary information is included in your Pipedrive account, helping to avoid gaps in your CRM system. - Efficiently Debug Feed Issues
For cases where a form entry fails to create a lead, deal, or contact in Pipedrive, this feature is a practical tool for debugging. By re-submitting the form data, users can pinpoint which specific field might have caused the failure, simplifying the troubleshooting process. This saves time and improves the overall reliability of your data integration.
Conclusion
The re-submit feature introduced in version 4.1 enhances the user experience by providing a straightforward and effective way to manage form data within Pipedrive. Whether you’re correcting missed entries or resolving feed errors, this update offers a valuable tool for streamlining your data flow and maintaining CRM accuracy.