--- title: Send lead source data to Pipedrive description: "**Prerequisite:**πŸ”—[Add the Leadsources script to your website](https://help.leadsources.io/docs/add-leadsources-code/) πŸ”—[Add hidden fields to your form](https://help.leadsources.io/docs/add-hidden-fields/) 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,…" url: "https://help.leadsources.io/docs/pipedrive/" updated: "2026-02-02" category: Connect CRM --- # Send lead source data to Pipedrive **Prerequisite:**πŸ”—[Add the Leadsources script to your website](https://help.leadsources.io/docs/add-leadsources-code/) πŸ”—[Add hidden fields to your form](https://help.leadsources.io/docs/add-hidden-fields/) 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 canΒ **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. Native integration 2. Zapier integration ## Native integration If you are using one of the following form builders, it comes with an native integration with Pipedrive. Click on the links below to follow the instructions: - [Fillout](https://www.fillout.com/integrations/pipedrive) - [Formcrafts](https://www.pipedrive.com/en/marketplace/app/formcrafts/1b95914ce05121be) - [Jotform](https://www.jotform.com/help/580-how-to-integrate-jotform-with-pipedrive/) - [Typeform](https://www.typeform.com/help/a/send-leads-instantly-from-typeform-to-pipedrive-360029624711/) ## 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 ****What is a custom field?**** To store the lead source data within each lead in Pipedrive CRM, we need to **create custom fields**. In Pipedrive, you currently use fields to populate additional information about your leads (address, name, company, etc.). With custom fields, we will allow Pipedrive to **store the lead source data in each lead**: channel, source, campaign, term, content, landing page, and landing page subfolder. Let's get started! To proceed, click on the user icon on the top right corner --> Click **Company Settings** ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-4.webp) 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**". ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-20-1024x657.webp) 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** ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-21-1024x657.webp) Add the rest of the custom fields as follows: | **Field name** | **Field group** | **Field type** | **Lead/deal add view** | | --- | --- | --- | --- | | Source | Lead source | Text | Check box | | Campaign | Lead source | Text | Check box | | Term | Lead source | Text | Check box | | Content | Lead source | Text | Check box | | Landing page | Lead source | Text | Check box | | Landing page subfolder | Lead source | Text | Check 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**. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-22-1024x657.webp) 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: **When a new lead is captured in our form ➑️ Create a new Lead in Pipedrive** **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](https://zapier.com/) (it's free). Create a new "Zap". ![](http://help.leadsources.io/wp-content/uploads/2024/11/Monday-CRM-7-1024x461.webp) The **Zap editor** opens. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-8.webp) Click in the **Trigger** box. Our trigger will be: 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. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-9.webp) Set the **Trigger Event**as "New entry" - wording can vary. Under **Account**, link your form builder account with Zapier. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-24.webp) Click **Continue**. Under **Form**, select the form you want to connect. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-10.webp) 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. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-13.webp) Under **Action Event**, select **Create Deal.** Under **Account**, link your Pipedrive account to Zapier. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-2.webp) 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. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-14.webp) 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" ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-19-1024x657.webp) Repeat these 3 steps for the rest of the Pipedrive custom fields: - Source - Campaign - Term - Content - Landing page - Landing page subfolder ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-16.webp) 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**. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-17.webp) And then, click **Publish**. You are done! ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-18.webp) ### Step 3: Test the automation test the automation: 1. Empty the cache of your browser 2. Visit your website from the channel of your choice You can use this link to emulate a Google Ads click: > πŸ”— *https://yoursite.com/landing-page***?gclid=123456789&wc_clear=true**&UTM_source=Google+Ads**&UTM_campaign=Your+Campaign+Name&UTM_term=Keyword+Clicked&UTM_content=Ad+Name** > > ➑️ Replace the italic URL with your landing page URL Fill out your form and submit it. Head back to Pipedrive. You should see your newly added lead appear, open it. The custom fields should be populated with the lead source data captured in your form (channel, source, etc.).