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

Diego_Valoon

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!

Best,
Diego from Valoon

Manuel Oliveira

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

+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.