New: Source of the Deal / Lead

Manuel Oliveira

Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive.

What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as which ones generate the best leads or the most won deals.

When: Rolling out to all regions and companies throughout May 2024

Feel free to share any feedback in the comments below.

Emma Melling

Hi - for existing deals, what will be populated in these fields? If we create delas manually, will we be able to edit these fields?

Manuel Oliveira

Hi @Emma Melling ,source_origin and source_origin_id are system-generated fields. These can’t be edited and serve as data management and maintenance system information. So if you created a deal manually, it would show “manually created”; if it was a result of an import, it would show “import,” and so on.

source_channel and source_channel_id on the other hand, users can edit individually or in bulk.

MBrown

I'm sorry but that does not give us any "insight" yes it can tell us if it was a web form lead or if it was imported, but we already get that information in the lead anyway. True Marketing lead sources are things like a particular trade show, or a referral from another customer, or even a lead from a certain technician or staff member. We can add these into a custom field, so I don't know what the point of this is?

Aleix s

I agree with @MBrown . The intentions are good since tracking the source of the deals is lacking on Pipedrive, but this info you provide is not useful, at least for us.

I had to create a Deal custom field 'Origin'. For instance, when I send the leads from meta campaigns (meta forms leads), I send them via Make. Then I assign the Origin=Campaigns.

For landings or website, I use UTM's. But Pipedrive also offers nothing there, so I had to create custom fields and send the UTMs via my website forms.

To be honest, tracking the deal source and the UTMs is basic, Pipedrive should offer these features in my opinion. Outfunnel is a good solution but I think all that should come with the CRM.

Jakub

Guys, this is again quite an unhelpful function… It's a good idea but in fact, we already have those fields in the Custom Fields area. Maybe this can be useful but why we cannot set who has permission to edit the field as in common custom fields? Or why we don't have an option to add more fields to this section? This is totally for nothing and it will just disturb our users. Would be nice if the admin could at least hide it for regular users.

Veronika Danielova

Hello Pipedrive users, Veronika here, PM supporting this area :-)

First of all thank you very much for bringing your feedback to our attention @Jakub @Aleix s @MBrown @Emma Melling, this is very much appreciated and helps us PMs to improve our product

or the documentation ( https://support.pipedrive.com/en/article/lead-source-deals )for our customers.

Let me describe what might be pros for you to consider using the new Source fields structure in the future:

The new "Source" system fields are currently BETA version so the functionality is limited and at the moment seems more beneficial for new users who do not have to think about creating "Source structure" using Custom fields and spend Custom fields slots however what might be interesting for you is what is planned next:

• The source_channel and source_channel_id are about to be automatically populated for you if you use:
  • One of our Add-ons (eg. LeadBooster, Web Visitors, Campaigns…)
  • One of our Marketplace apps
• New Pipedrive Workflow Automations based on Source to be released

This might save our customers either the manual work or paid data exchange via external tools used nowadays.

What is available already in this BETA version:

• A customisable list of source_channels (Multiple options) based on your processes
  • See our Knowledgebase article to find details: https://support.pipedrive.com/en/article/lead-source-deals
• Pipedrive Insights to track the performance of your Sources
• Updated Public API to connect your external tools and populate your sources automatically

Thank you and please feel free to comment further so we can support your flows in the best way possible.

Veronika

Nikolai Sokolov

I think having native fields for tracking source and source IDs is a great idea. Reduces the need to make those custom fields (on literally every project).

Speaking of web visitors tho - that's an incredibly… useless as of now. It doesn't track individual visitors, but companies (which is rarely what people want to track). Couldn't sell or don't even know why I should sell this feature to any clients.

And speaking of campaigns - having an automated double opt-in process would make the feature useful. As of now, it is impossible to switch people from ActiveCampaign or Mailchimp to Pipedrive simply because telling them "oh yeah, you need to manually double opt-in everyone" is an immediate show stopper :) not having this covered by the webforms is quite annoying in terms of upsells of usability.

Martin Miersch

@Manuel Oliveira
Nice feature, but unfortunately, someone forgot to make the Origin ID also evaluable in the reports. Please add this. Note: It is accessible via the API and therefore relevant. Thank you!

Martin Miersch

Additionally, the quality rules for the fields are also missing.

Bronwen Fraser

For my use, I recently created two custom fields (in each of Person and Organization), Source (Original) and Source (Supplemental) and populated with fields that suit our searches, so if I found the Organization from Research (which covers the Web), or a Referral etc, I would put that in as Original, but if I then found more info and the Person via Prospector, I would put Prospector in Supplemental and vice versa etc. Seems to work so far for Insight Reports.

Sara Orsborn

Will Pipedrive ever make it so web visitors tracked include home computers or mobile as currently it just shows big corporates. We target small to medium operators so home office and mobile is key usage.
hubspot do all so I reckon Pipedrive could do it.

Nikolai Sokolov

Hi @Sara Orsborn ! Since pipedrive currently doesnt, one great alternative is outfunnel with active campaign. Automatic sync with pipedrive is great. Admittedly, pipedrive's web tracking is super basic rn and just won't do it.

Sara Orsborn

I have set this up with Outfunnel & giving it a try for 2 weeks. If they click on a campaign email from Pipedrive, will this then show in the outfunnel tab in Pipedrive

Martin Miersch

Unfortunately, the fields cannot yet be populated via automation (Lead Update). I would appreciate it if such a feature could be considered as a basic requirement right from the beta phase.

Sara Orsborn

I haven’t had any luck getting outfunnel & PD integration to work. We sent out campaign last week from PD from contacts in PD & if hasn’t shown the clicks in the ouffunnel section. Any tips here?

Sara Orsborn

what does the outfunnel Pipedrive sync do for you?

Nikolai Sokolov

Right, so Outfunnel expects ActiveCampaign or Mailchimp to be sending out campaigns, which it then syncs back to pipedrive. its basically a sync tool between pipedrive and email marketing apps. If you're sending email campaigns directly from pipedrive, nothing will happen, that is correct.

What Outfunnel does is registering events in email marketing apps as activities in pipedrive, which are much easier to use in automations than current pipedrive's campaign events.

Andrus Purde

Thanks for mentioning us @Nikolai Sokolov and sorry to hear you couldn't get things to work with us @Sara Orsborn! (I saw you had a call scheduled with one of my colleagues for today but it seems you didn't connect).

>what does the outfunnel Pipedrive sync do for you?


And thought I'd chime in here. As Nikolai mentioned, our bread and butter is syncing data between CRM's like Pipedrive and marketing automation tools like Mailchimp and ActiveCampaign. We keep contacts in sync between the tools and register email engagement in Pipedrive as Activities or custom field updates.

Additionally, we can identify web visitors when people click on email campaigns. The integration works best with Mailchimp but also with other email tools, including Pipedrive Campaigns. There's just an additional step of creating tracking links for each of the URLs of a campaign. Learn more about generating tracking links for tools like Pipedrive Campaigns in this article.

Sara Orsborn

Thanks for your reply here Andrus. I will give that a go with generating tracking link.

Diego_Valoon

Hi there,

The new "Source" fields feature sounds fantastic! When will these fields be available in the selectable action list in automations?

We need to automate setting the "Source Channel" of a Deal or Lead based on a custom Person field, "Contact Source." This would save us a lot of manual work and improve efficiency. Another user also pointed out the current limitation. It would be great if this could be addressed from the beta phase.

Thanks for your help!