Jotform / Pipedrive integration

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    hempsisales
    Asked on February 12, 2020 at 07:08 PM

    Hello,

    We are using the above mentioned integration and I would like to know if there is some way to pull in some type of data from the form that I could then match to the Pipedrive field, Label. This way I will know when looking at the person in Pipedrive, where they came from, ie. Jotform.

    https://www.screencast.com/t/l3D6pk73r


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    KrisLei
    Answered on February 13, 2020 at 12:48 AM

    Hi,

    Apologies for the confusion.

    To clarify, are you referring to data that refers to a person's location? Please elaborate when you say, "This way I will know when looking at the person in Pipedrive, where they came from, ie. Jotform."? Or are you referring to categorizing the submissions in your Pipedrive, so that you would know if the submitted data came from Jotform?

    For your reference: Pipedrive Integration

    Looking forward to your response.



  • Profile Image
    hempsisales
    Answered on February 13, 2020 at 01:50 AM
    Hello,
    I am referring to this: Or are you referring to categorizing the
    submissions in your Pipedrive, so that you would know if the submitted data
    came from Jotform?
    Thanks.
    ...
  • Profile Image
    IvayloK
    Answered on February 13, 2020 at 08:22 AM

    I believe that you can add a hidden field on your form, which will have a value "Jotform". Then you can map this field in the Pipedrive integration.

    So, the submissions from Jotform will have this label and you will be able to recognize them.

    Please give it a try and let us know if you need any further assistance.

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    Michelle 
    Answered on February 13, 2020 at 05:10 PM

    I used the widget, hidden box, but all I could do with that is give the title for that hidden field, Jotform. It's not pulling into the Pipedrive integration though as an option. Is that because it's a hidden field?

    https://www.screencast.com/t/2cmPY4Nfpn5


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    Kevin_G
    Answered on February 13, 2020 at 08:49 PM

    May we know the field type for your field "Label" on PipeDrive? 

    Note that we recommend to map the same field type, otherwise the data may not be passed correctly. 


  • Profile Image
    hempsisales
    Answered on February 14, 2020 at 01:24 AM

    Hi Kevin,

    We have already figured out a work around, so we're good for now.

    Thanks.


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    jherwin
    Answered on February 14, 2020 at 04:19 AM

    Thanks for updating us.

    Let us know if you need any further assistance. We will be happy to help. :)