How can I add a label to a contact by entering through a webform created within Pipedrive?

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Jack_4383
Jack_4383 Member Posts: 2
edited July 2022 in Sales CRM #1
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  • David Lorbiecke_3
    David Lorbiecke_3 Posts: 188 PIPEDRIVE TEAM
    First Comment Pipedrive Team
    edited April 2022 #2
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    Hi @Jack 

    What type of webform are you using? The Pipedrive Webforms don't currently support adding labels. 

    For other webforms, it would depend on how they're built out as our API does allow for adding Labels: https://pipedrive.readme.io/docs/working-with-labels

  • Demetrios
    Demetrios Member Posts: 9
    Name Dropper Photogenic First Comment
    #3
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    I was looking for this answer too and a bit annoying it cannot be added via a webform of the chat bot.

    However that being said I have created a work around using the automations and the title prefix.

    Basically in the prefix add the source i.e. webform, then create a trigger saying when a deal created containing the prefix name add the label 'website'

    Only downside is the deal title contains the prefix which I want to remove.


    Screenshot 2023-03-14 at 15.16.16.png


  • Demetrios
    Demetrios Member Posts: 9
    Name Dropper Photogenic First Comment
    #4
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    To add to this, add a second trigger saying update field, deal title and chose contact name and you remove the prefix.


    Screenshot 2023-03-14 at 15.29.29.png


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