Populating custom fields

PMG Group
PMG Group Posts: 3

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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

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

  • PMG Group
    PMG Group Posts: 3
    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 Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 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 Posts: 53
    10 Comments First Anniversary
    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?