Typeform Pipedrive integration First Name Last Name

Arcadia
Arcadia Member Posts: 3 NEW MEMBER
First Comment
in Apps and Integrations #1

Hi,

I have the typeform pipedrive integration setting up and working well apart from one issue.

On Typeform the contact details has separate entries for first name and last name. When setting up the integration and selecting where typeform data populates in pipedrive, pipedrive's option say 'add new customer name' with no option to add the first name and second name separately. I can only get either the first name or the last name from typeform to add to pipedrive this way, not both. How do I make both names appear in pipedrive?

Any advice greatly appreciated…

Thanks

Answers

  • andres
    andres Member Posts: 40 VERIFIED MEMBER
    Third Anniversary 10 Comments First Answer 5 Likes
    #2

    Arcadia, you could try using Zapier or Make

  • Arcadia
    Arcadia Member Posts: 3 NEW MEMBER
    First Comment
    #3

    Thanks, I am considering that but was hoping this integration just works without needed Zapier/Make.

    The instructions from Pipeline look like it should work, and all other fields map ok. It is just the issue with first nam/last name, wondering if I am missing something in the set up?

    https://www.pipedrive.com/en/marketplace/app/typeform/814e985877ffef46

  • Copida
    Copida Member Posts: 16 VERIFIED MEMBER
    10 Comments
    #4

    You can create a custom solution using Typeform's webhook and Pipedrive's API:

    1. Set up a webhook in Typeform: Configure Typeform to send response data to your server via a webhook.
    2. Build a small script: Write a script (in Node.js, Python, etc.) on your server to process the webhook data. Combine the first name and last name fields into a single string (e.g., "John Smith").
    3. Use Pipedrive API: Use Pipedrive's API to create a new contact and map the combined name to the "Customer Name" field.

    This approach offers complete flexibility. If we have any doubts regarding Cloudify, we can help integrate Pipedrive with Typeform and customize it to suit your needs. Cloudify is one of the leading Pipedrive integration experts!

    https://cloudify.biz/marketplace/packages/pipedrive-typeform

Categories