Topics started by Josh_Aston

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Josh_Aston
Josh_Aston
posted in Ask a Question

Pass form value into 2 fields

We collect lead information using forms in Unbounce. Ultimately we pass those leads using Zapier webhooks into our Sales CRM, PipeDrive (probably not relevant, but just for clarity). Normally, all of our forms ask for the “Company” field, which is super helpful when we create it in PipeDrive as it helps with the lead organization (Lead name is underneath company, etc.). We are testing a new page & form that do not ask for Company and it’s winning. However, not passing a “Company” value is messing with our Sales CRM’s ability to create & organize the leads in an effective way. It still works, but not optimal. Since we ask for “Name (first/last combined into 1 field)” I am thinking about just passing the value inputted by the user in “Name” to be the value in both NAME and Company fields when it goes off to Zapier. Then I can at least pass a relevant value into Company, which will likely get updated later. This approach passes off for our sales team, but not sure how to do that

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Josh_Aston
3 years ago

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