Custom field needed to capture new organization name for a landing page

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Alex Giess
Alex Giess Member Posts: 16
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edited July 2023 in Sales CRM #1

 I have a developer that tells me I need to create a new custom field just to capture a new organization name when using a form on a landing page. It doesn’t make sense to me...Why can’t this information be saved in the existing field?

and if it can’t  I will get 2 fields for organizations....

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
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    edited December 2020 #2
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    Hey Alex,

     

    Your right -- That does not make sense.

    You can use the standard 'name' field on the organization to either match against one or create a new one if one does not exist.

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 373
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    edited December 2020 #3
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    If you remember, follow up and let us know how this turned out. What crossed my mind was a situation we deal with in certain cases with deals. We added a 'site name' to deal details because sometimes we have situations where the organization is the property management company but the deal has a site name specific to an apartment complex or maybe a condominium association that is professionally managed. So we need the name of the site on the deal but it wouldn't work to have that site name as the organization.  I wonder if you could be dealing with something similar. 

     

  • Alex Giess
    Alex Giess Member Posts: 16
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    edited February 2022 #4
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    thanks @Boris Tsibelman for confirming my intuition

    Befire I go back to the developer could @Inês Batata or @Mike van der Valk point me to where in the developer API documentation it says you can create a organisation along a contact ? 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
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    edited January 2021 #5
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    Alex Giess said:

    thanks @Boris Tsibelman for confirming my intuition

    Befire I go back to the developer could @Inês Batata or @Mike van der Valk point me to where in the developer API documentation it says you can create a organisation along a contact ? 

    Hi @Alex Giess your developer can use our API docs: https://developers.pipedrive.com/docs/api/v1/

    There they can first create an organization with all it's details. Then when adding a new person they can link the newly created org to it.

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