Webforms and contacts

yash
yash Member Posts: 1 VERIFIED MEMBER

Hello everyone

I have a question. and I am new here.

I have 2 websites. and I am using web forms on both sites. but I don't want to mix up contacts. how do I handle both site's databases (contacts) on Pipedrive?

Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 167 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes

    Hello @yash 👋

    I have a suggestion that might work for you.

    Within the submit options, there's a section to add a prefix, so you add a prefix to the lead or deal created and you'll know that lead or deal came from X webform. It doesn't work for contacts as there's no option to add a prefix to a contact, but if a lead or deal contains that prefix, then you'll know the contact added to it came from X webform.

    That section can be found here:

    Hope this helps!