Using first name and last name from name field

Graham Cox_55849
Graham Cox_55849 Posts: 37
10 Comments 5 Likes Name Dropper First Anniversary
edited July 21 in Sales CRM #1

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

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Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited March 14 #2

    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. 

  • Graham Cox_55849
    Graham Cox_55849 Posts: 37
    10 Comments 5 Likes Name Dropper First Anniversary
    edited March 13 #3

    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.

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited March 14 #4

    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