How to Import Google Analytics medium/source with New Deal.

Hi @ElkRiverTN,

Your zap should look like this:

1. Trigger: whichever webform you have on your site
2. Action: Pipedrive “Create Deal”

In the action step, make sure to include the medium/source in the Pipedrive custom fields. Or you can add a third “Create Note” action step to store the medium/source in the deal. You’ll have to make sure to include the “Deal ID” to link the note to the deal.

I hope this helps! 

Hi @Nate,

Thank you for your response! I’m trying to follow your instructions but I’m running into an issue with including medium/source.

1. Trigger Event: New Goals
2. Action: Create Deal in Pipedrive
   1. I don’t see any custom fields
   2. When I try to insert data into the notes field, I can’t find channels, source or medium as an option.

@ElkRiverTN you’ll need to create the custom fields in Pipedrive first.

@Nate Is there a way to include the medium/source in the Notes field that’s already available with a new deal?

@ElkRiverTN to add a note you’ll need to add a third step to your zap and select the “Deal ID” from step 2 to link the note to the deal. 

@ElkRiverTN 

I’d be happy to take a look if you can’t figure it out: https://zapier.com/experts/flow-digital

@Nate Thank you. I’m good with adding a note to the deal. But I don’t see the data available to add the medium/source from Analytics to it. I just see a bunch of options like: Name, Kind, Value, ID, etc.