Using first name and last name from name field
Hi
I use a typeform to ask for first name on one question and last name on the next question, then import into pipedrive's first and last name fields via zapier.
Ideally I'd like to ask for the person's full name in one question, not two, but still be able to use just the first name for sending emails from pipedrive (Hi John, instead of Hi John Smith). Is that possible at all?
Thanks
Graham
Comments
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You can ask in 1 field [ie: full name] then through zapier split the first & last name, and pass it to pipedrive split up.
This way it solves your issue with asking the client for both separately, and you still get it into pipedrive separately.
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Boris Tsibelman said:
You can ask in 1 field [ie: full name] then through zapier split the first & last name, and pass it to pipedrive split up.
This way it solves your issue with asking the client for both separately, and you still get it into pipedrive separately.
Thanks Boris, I wasn't aware you could do that in Zapier. I'll check it out.
Much appreciated, cheers.
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Boris Tsibelman said:
You can ask in 1 field [ie: full name] then through zapier split the first & last name, and pass it to pipedrive split up.
This way it solves your issue with asking the client for both separately, and you still get it into pipedrive separately.
Its called "Formatter by Zapier" https://zapier.com/apps/formatter/integrations
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