Customer Contact Log & Form

Template

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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