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Question

PipeDrive and custom fields for leads

  • 18 February 2021
  • 3 replies
  • 211 views
S
Userlevel 1

Hi, I trying to create a lead in Pipedrive via Zapier. But there is no option to fill our custom field.
Custom fields aren't between action in zappier :(

Is there any possibility how to set Pipedrive custom fields?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

GetUWired
Userlevel 7
Badge +12

Hi @Semrad 

Leads in Pipedrive need to be associated to either a person or an organization. It might be better to use the create a person action instead, which should support filling custom fields. 

S
Userlevel 1

Yes, i know. 

But my custom filed is “Source” I need it in the deal when sales create it. Use it for many insight in Pipedrive also outside Pipedrive.

 

But yes its an option, add it to a person and then update the custom field in the deal via automation, maybe...

Troy Tessalone
Userlevel 7
Badge +14

Hi @Semrad 

Were you able to get this squared away based on the previous suggestions?

Please let us know, thanks.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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