Customer Contact Log & Form


Do you need to register your customer’s contacts? It is now possible with the new Pipefy’s Customer Contact Log & Form Template. With this template, which contains a simple and intuitive look, it will become an easier task to register and store data.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start Form

  1. Company Name
  2. Contact Name
  3. Email
  4. Phone
  5. Reason for contact
  6. Address
  7. City
  8. State
  9. Zip Code
  10. ID

Data Completion

  1. Last contact
  2. Reason for contact
  3. Observations
  4. Is a follow-up needed?
  5. Method of contact?
    • Phone
    • Email
    • In person
    • Notes
    • Other
  6. Other
  7. Is a return contact needed?

Saved Contacts

Discarded Contacts

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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