Populating custom fields

PMG Group
PMG Group Member Posts: 2
First Comment
edited July 2022 in Workflow Automation #1

Is there a way you can use custom fields and auto-populate them with a merge field?

I want to be able to auto fill some custom fields from contacts already saved in the system

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited February 2022 #2

    You can use Zapier to auto-populate it as a merge field. 

  • PMG Group
    PMG Group Member Posts: 2
    First Comment
    edited February 2021 #3

    You can use Zapier to auto-populate it as a merge field. 

    I'm new to Pipedrive and don't know what Zapier is?? Is it part of Pipedrive or another program you use in conjunction with it?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    edited February 2021 #4

    You can use Zapier to auto-populate it as a merge field. 

    @PMG Group Zapier is an automation tool that works with Pipedrive: https://zapier.com/apps/pipedrive/integrations

  • Tecnic Sistemes
    Tecnic Sistemes Member Posts: 1
    edited March 2021 #5

    With typeform.com (a product to conduct polls on users) you can prepopulate the custom fields with GET parameters, so you can skip steps in your playbook for information you already know.

    Are there any plans for something similar with pipedrive? 

  • Keith Gereghty
    Keith Gereghty Member Posts: 58
    Name Dropper First Anniversary First Comment
    edited October 2021 #6

    You can use Zapier to auto-populate it as a merge field. 

    Boris, can you explain the process for using Zapier for auto-populating fields?