Workflow Automation: Specify Webform

Roland Meents
Roland Meents Member Posts: 7 VERIFIED MEMBER
Second Anniversary Combo Breaker Name Dropper First Comment
edited February 27 in Sales CRM #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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Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 347 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    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. 

  • J D
    J D Member Posts: 1 NEW MEMBER
    First Comment
    #3

    How do you use the prefixes in the automations though? There is no trigger field or conditional field called prefix available.

  • Josh Monifi
    Josh Monifi Member Posts: 149 VERIFIED MEMBER
    250 Up Votes Fourth Anniversary 25 Likes 10 Comments
    #4

    @J D You could filter by Name contains: prefix!

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