Request: Automate Linking of Lead/Deal field "Source Channel" from custom field "Contact Source"

Diego_Valoon
Diego_Valoon Member Posts: 4 VERIFIED MEMBER
5 Up Votes Photogenic First Comment
edited July 2024 in Ideas and Product Feedback #1

Hi Pipedrive Community,

I would like to suggest a feature to improve our workflow. Currently, we can't automate setting the "Source Channel" of a Lead or Deal from a Person's custom field. (we created one called "Contact Source"). This would save a lot of manual work and improve efficiency.

Customer support confirmed this isn't possible yet because the "Source Channel" is a newer field of the entities Lead/Deal. They suggested creating a custom text field for Lead/Deals, but it would be much better if we could directly link the official "Source Channel" through automation. Currently Source channel is not available in the Automation set of actions (see image attached).

I believe many users would benefit from this feature, so I'm posting here to give it more visibility. Thanks for considering this improvement!

Screenshot 2024-07-01 225741.png

Best,
Diego from Valoon

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Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,498 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #2

    Hi @Diego_Valoon thank you for the feedback!
    I believe having the source channel in automations is being planned for a later stage, depending on the performance and adoption of the new "source channel" fields. I will mark your post as feedback so our product team can take note, and other users can comment and upvote.

  • Boppa
    Boppa Member Posts: 56 VERIFIED MEMBER
    10 Comments First Anniversary 5 Likes 5 Up Votes
    #3

    +1 here - I have so many forms and sources that come from other sources than PD that we want to auto-populate. Really want to be able to report on their success by having Source Channel available in automations.

  • jnjh
    jnjh Member Posts: 2 VERIFIED MEMBER
    First Anniversary Photogenic First Comment
    #4

    +1 here. You can't set Source Channel and Source Channel ID via Automations, and you can't set them via a Make integration, for example to attribute Facebook Lead Ads. I'd be grateful if anyone knows a workaround.

  • Rodrigo Mendonca MKT
    Rodrigo Mendonca MKT Member Posts: 13 VERIFIED MEMBER
    Second Anniversary 10 Comments Photogenic Name Dropper
    #5

    Hey Guys! How are you doing?


    Any news concerning this matter?

  • RichardS
    RichardS Member Posts: 5 VERIFIED MEMBER
    Photogenic First Comment
    #6

    +1 - Same as above, I am trying to drive Web leads from Typeform and update the Source Channel, either direct form Typeform or through Automations, but it itsnt possible

  • Tara
    Tara Member Posts: 2 VERIFIED MEMBER
    First Comment
    #7

    Similar question… We have just set up a lead form from our website and want to be able to trace leads in Pipedrive. We have an automated process to convert webform contacts to leads, but we are unsure how to make them reportable against leads from other channels. Any help appreciated : )

  • Michael DV
    Michael DV Member Posts: 2 NEW MEMBER
    First Comment
    #8

    +1 here, feels weird that automating field updates for native fields is not possible! We also use custom source field as a workaround

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