Workflow Automation: Specify Webform

Roland Meents
Roland Meents Member Posts: 7
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edited July 2022 in Ideas and Product Feedback #1

When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly.

In my case: I'd like to set a different label for leads which came from different webforms.

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  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
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    edited February 2022 #2

    Hi Roland! 

    Are you using Pipedrive Web Forms in this case? If yes, you can set up a prefix for incoming Leads/Deals (Lead title prefix (optional)). This way, you can set up different prefixes for different forms and based on these prefixes identify the submissions in the Workflow Automation also. 

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