Send lead source data in Pipedrive

Table of contents

We want to send the lead source data from our form to Pipedrive.

This allows you to track sales and revenue generated by channel, source, campaign, term, and content, landing page, and landing page subfolder.

With this data, you can optimize your marketing budget by investing in the marketing efforts that generate your sales and revenue, and removing the ads that don’t bring new business.

We will show you 2 methods to send your leads from your form builder to Pipedrive:

  1. Inhouse integration
  2. Zapier integration

Inhouse integration #

If you are using one of these following form builder, it comes with an inhouse integration with Pipedrive.

Click on the links below to follow the instructions:

Zapier integration #

If your form builder was not listed above, no worries! We are going to use Zapier to send your lead source data to Pipedrive.

We will do it in 2 steps:

  1. Create custom fields in Pipedrive that will store the lead source data
  2. Send the lead source data from your form to Pipedrive using Zapier

Step 1: Create custom fields in Pipedrive

In this step, we want to create the Pipedrive fields that will store the lead source data: channel, source, campaign, term, content, landing page, and landing page subfolder.

To proceed, click on the user icon on the top right corner –> Click Company Settings

Scroll down the settings menu on the left panel to find Data Fields and click on it.

We will create our first custom field to store the Channel data.

Click the button “+ Custom Field“.

The Add lead/deal field popup opens, fill it out as follows:

  • Field name: Channel
  • Field group: Create a new field group. You can call it “Lead source“
  • Field type: Text
  • Under Places where shown, check the Lead/deal add view box
  • Click Save

Add the rest of the custom fields as follows:

Field nameField groupField typeLead/deal add view
SourceLead sourceTextCheck box
CampaignLead sourceTextCheck box
TermLead sourceTextCheck box
ContentLead sourceTextCheck box
Landing pageLead sourceTextCheck box
Landing page subfolderLead sourceTextCheck box

To view how your custom fields appear, head to your Deal page. Open one Deal.

You will see the 7 lead source fields grouped under Lead source.

Now that we have created custom fields, let’s send the lead source data to Pipedrive.

Step 2: Send lead source data using Zapier

Zapier is a workflow automation software that creates workflows between different tools. In our case, we will create the following workflow:

  1. When a new lead is captured by our form
  2. Create a new “Deal” on Pipedrive
  3. Add the lead source data in the custom fields (channel, source, etc.)

Note: this workflow adds your new leads on Pipedrive. You are probably already doing it with Zapier, or with another method. So make sure that you are not creating duplicate leads on Pipedrive by adapting this guide to your specific needs.

Sign up to Zapier.com (it’s free).

Create a new “Zap”.

The Zap editor opens.

Click in the Trigger box. Our trigger will be when a new lead is generated on our form builder. In our case, we use Typeform to collect leads. But you can connect another form builder – Zapier covers most popular form builders.

Search for your form builder in the search bar. Select it.

Set the Trigger Event as “New entry” – wording can vary.

Under Account, link your form builder account with Zapier.

Click Continue.

Under Form, select the form you want to connect.

Click Continue.

Click Test Trigger.

Click Continue with selected record.

The pop-up for the Action box opens. Here we are going to define the action we want to occur on Pipedrive when a new lead is generated in our form builder, which is “Create a Deal”.

Search for Pipedrive. Select it.

Under Action Event, select Create Deal.

Under Account, link your Pipedrive account to Zapier.

Click Continue.

Now we indicate the values we want to attribute to the new Deal that will be created in Pipedrive.

Under Title, select the name you want to give to your new Deal. I our case, we name it after the name of our new leads:

  • Click the + icon in the Title field
  • Select the Name field from our form builder

Under Status, we select Open.

Under Stage, we select Qualified, since we want to send new leads to this specific Pipedrive stage. But you can use any other Stage.

Continue to fill out the fields with the values of your choice, until you arrive to the lead source data (located at the end of the list).

To fill out the lead source data, we want to map the hidden fields captured in our form with the custom fields created in Pipedrive.

To do so:

  1. Scroll down to a first Pipedrive custom field, example Channel –> Let’s map this custom field with the Channel hidden field captured in our form
  2. Click the + icon in the Channel field
  3. Search and click on the Channel hidden field (this is the Channel hidden field of our form) –> We have just mapped the Pipedrive custom field “Channel” with the form’s hidden field “‘”Channel”

Repeat these 3 steps for the rest of the Pipedrive custom fields:

  • Source
  • Campaign
  • Term
  • Content
  • Landing page
  • Landing page subfolder

Click Continue to save. We have now indicated what values we want to attribute to a new Deal in Pipedrive, including how to populate the Pipedrive custom fields by mapping them to our form’s hidden fields.

Simply finalize your Zap by clicking Test step.

    And then, click Publish. You are done!

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