You can map custom fields from your portal to Pipedrive so information submitted through the Lead Registration form syncs correctly to your CRM.
Note: Before mapping, ensure that your custom fields exist both in the portal and in Pipedrive.
For adding custom fields to your Lead Registration Form, see How to customize your Lead Form.
For creating custom fields in Pipedrive, see Pipedrive Custom Fields.
Step 1: Access the Integration Mapping
Once your custom fields are ready:
Navigate to the Integrations tab.
Select Settings for the Pipedrive integration.
Click Configure to open the integration mapping page.
Step 2: Mapping Custom Fields
Single-Line Text Fields
In the object of your choice (deal, person, organization), select the desired Pipedrive custom field from the dropdown.
Only fields already in Pipedrive will appear on this drop-down.
Click the Add button next to the drop-down to include it in your mapping.
Click on the newly added field to configure the mapping. Set the fields as follows:
Type: Portal Object
Object: Lead
Field: Select the corresponding portal field (from your lead form)
Click the Save Mappings button once you've finished mapping your fields.
Picklists (Dropdown Fields)
Ensure the picklist field exists in both Pipedrive and the Lead Registration Form.
Select the custom picklist field from the the object dropdown.
Click Add.
Click the field to configure the mapping as follows:
Type: Portal Object
Object: Lead
Field: Select the corresponding portal field
Next, click Map Values to match the dropdown options from your portal lead field with the corresponding Pipedrive dropdown values.
When mapping values, we recommend the Map Manually option. This opens the mapping for you to chose which drop-down option you want to map to Pipedrive.
Press the Save button in the window when done.
Click the Save Mappings button in the main mapping page once you've finished mapping your fields.
Step 3: Mapping Fields That Are Not on the Lead Form
Some information—such as partner details—does not need to appear on the Lead Registration Form.
If the destination field already exists in Pipedrive, you can map it directly without adding a new portal field:
In the Deal object, select the Pipedrive field from the dropdown.
Click Add.
Click the field to configure the mapping as follows:
Type: Portal Object
Object: Partner Organization to map Partner Company name or Partner User to map individual information
Field: Select the information you want to map
This allows you to send internal portal data—like who submitted the lead—directly to Pipedrive without requiring additional fields on the form.
Click the Save Mappings button once you've finished mapping your fields.
For information on connecting your Pipedrive CRM, check out this article.