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How to pull the name of the form onto a deal in Pipedrive?

  • 7 May 2024
  • 1 reply
  • 11 views

Hey!

 

Can I get some help with Pipedrive integration?

How do you pull through the name of the form onto a deal in Pipedrive? We have many typeforms integrated into our Pipedrive and we need to know which Typeforms people are coming from. 

We are getting the clients into the CRM (pipedrive), but we currently can't tell what form they've filled out - from which form they entered the funnel. We have created a customer field for it, but we don't know how to make it automatically show which form the client filled out.

 

Thank you 

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Best answer by Liz 7 May 2024, 13:06

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Userlevel 7
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Hi @ÉliB Welcome to the community! Happy to have you here. 

We don’t have an exact way to export the form name into Pipedrive, but could you use a hidden field to add the name into the URL? You could then map that hidden field to another field in Pipedrive

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