Pipedrive API leads custom fields or hidden fields in web to lead forms

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Talha Saleem
Talha Saleem Member Posts: 7
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edited May 6 in Sales CRM #1

We want that whenever a lead form is submitted on our website, we are able to get UTM values in Lead as hidden fields.

We tried following:

1. Lead booster web forms are not an option because they do not have hidden fields through which I can send UTM values to track lead source.

2. We tried Contact Form 7 and Advanced Fields Integration plugins with wordpress but they only allow us to create person, organization, activity and deals. They do not allow us to create a lead. So this is also not what we need.

3. We tried to implement pipedrive API to create a lead in two steps. First created a person and then created a lead against that person but the issue is that pipedrive does not allow us to fill data in custom fields of leads when using pipedrive api.

We have only 2 options as per my knowledge:

1. Create deal instead of lead through contact form to get all the data that we need. Which is not ideal.

2. Create customs fields that we have for lead in person form and when a contact form is submitted on our website, we create a person instead of a lead. Then we use automation create a lead and map these fields to leads fields. Again not ideal because we will have the same fields in person as well as deals which is repetition and will not look good.


Any alternates that you can propose?

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Answers

  • Paul-Techy
    Paul-Techy Member Posts: 14
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    edited May 12 #2
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    Hello @Talha Saleem

    I'm not sure if this helps but I use a form builder company called fillout forms and zapier, you can create a lead in pipedrive through fillout combined with zapier and map the fields with pipedrive

    I have set up a zapier zap on new form submissions to search for a person in pipedrive by email, if person not found create a new person, then create a lead for this person.

    You could do tons with zapier, I believe you could possibly even create a lead only.

    Another form builder would be tally forms, I use fillout because of the many native integrations.

    The above form builders have advanced form logic, including hidden and conditional fields plus multi page and many others.

    I hope any of the above helps.

  • Paul-Techy
    Paul-Techy Member Posts: 14
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    Hello @Talha Saleem

    Here is a link to zapier for possibilities between fillout and pipedrive,

    https://zapier.com/apps/fillout/integrations/pipedrive

    If you scroll towards the bottom of the page you can see what's possible between the 2.

  • kafop
    kafop Member Posts: 1
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    The above answer makes sense. You can use something like Tally, Fillout, or Formester and then Zap it together to achieve your goal.

    I don't think any of them have native integrations for Pipedrive. It would be a plus if you could find a form tool with that.

  • adamturl
    adamturl Member Posts: 1
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    Hey @Talha Saleem

    We had a similar issue with a client. We ended using Ninja Forms in Wordpress with this plugin from helpforwp https://helpforwp.com/downloads/ninja-forms-to-pipedrive-crm/

    It can create Leads and it works very well

    Ninja Forms also lets you capture UTM Tags etc

    https://ninjaforms.com/blog/how-to-track-lead-sources-in-your-forms/

    Hope that is useful

    Adam

  • Paul-Techy
    Paul-Techy Member Posts: 14
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    Hello @Talha Saleem

    Here is a link to zapier for possibilities between fillout and pipedrive,

    https://zapier.com/apps/fillout/integrations/pipedrive

    If you scroll towards the bottom of the page you can see what's possible between the 2.

  • TTM_Tammy
    TTM_Tammy Member Posts: 1
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    @Paul-Techy, we use the web forms in Pipedrive. Could a Zap like this work with those forms?

  • Paul-Techy
    Paul-Techy Member Posts: 14
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    Hello @TTM_Tammy

    I am unsure if that is possible.

    @Mike van der Valk are you able to have someone from Pipedrive jump on this thread (webforms).

    Thanks

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 63 PIPEDRIVE TEAM
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    Hi everyone,

    It is so good to see the community coming together to brainstorm ideas and solutions :)

    @Talha Saleem While we do not have a native solution in the webforms to capture the UTM values, I can see you mentioned you were not able to add custom field values to Leads using API.

    I wanted to clarify: while creating a Lead using Pipedrive API, you can indeed use custom fields, and the API can create Leads with the custom field value in it. This is an example from an Add Lead request from Postman, and as you can see, I have added the API key of the custom field in the body of the request along with other information:

    And this is the Lead that was created:

    If you were having trouble with the API setup, I can suggest our dedicated Developer Community to get expert help on the topic. I hope this helps.