Do the web forms on Pipedrive have a way where they can update a person information and even the dea

Micaiah Skelton
Micaiah Skelton Posts: 2
edited July 2022 in Apps and Integrations #1
Do the web forms on Pipedrive have a way where they can update a person information and even the deal associated with the person without creating a new deal entirely? Personally we deal with a lot of clients and some switch companies or locations so we have to update their information pretty regularly.
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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited January 2022 #2

    Hi @Micaiah Skelton 

    We can update the person/organization information from a Web Form if the name and/or email, phone nr or address match. However, we can't update deals with Web Forms at this point.

    You could potentially use a third party form for it which you can connect with Zapier and then set up the rule in Zapier to first see if there's a matching deal and if there is one decide to update it.

    Passing on your suggestion to our team though!

    https://community.pipedrive.com/user/micaiah_skelton

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