Predefined drop-down from the customer landing page with pre-selected product in the
The option of a predefined drop-down from the customer landing page with pre-selected product in the Pipedrive forms.
I have customers with a form loaded with the selected product on the website. From here, it would be nice if this product could be tracked in the Pipedrive lead/deal, not as an open field depending on the customer's response, but, as I said, with the selection made.
Is there anything in the roadmap in this sense? Does anyone have a similar problem? How do you solve it?
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Hello @Xavier Framis,
I hope you are doing well!
This is really good feedback and we appreciate it.
Great news! 🎉 While this isn’t possible by default, there are some awesome workarounds to make it happen!
One option is to leverage Workflow Automations in Pipedrive. Here’s how:
✅ Create a single-option custom field listing all the products you have in Pipedrive. This will be the field users select from on your form.
✅ Set up a Workflow Automation that triggers when a new deal is added.
✅ Use a filter like:- Custom product field is not empty
- Custom product field equals Product X
✅ The action should be "Update a deal", where you choose the option to attach a product—specifically Product X from your Pipedrive account.
✅ You’ll need to create a similar automation for each product, ensuring the right one gets added to the right deal.
Another great alternative is to use Zapier, which allows you to achieve the same result with seamless integrations! 🚀
Let me know if you have any doubts :)
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I don't think I expressed it well. What I need is for the Pipedrive form to somehow reload data from the website automatically, based on a preload based on the product page of the website. I don't know if I'm making myself clear.
The form is the same throughout the web, but reloads a product field from the web, starting from the database and assigning the product url. I would like to be able to load this data in the Pipedrive forms.
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