1.Catches lead-source payload
Integrate Webhooks by Zapier and mapping tools to receive the payload and extract the contact identifier and new lead source.
Update contact lead source history for sales reps
Automatically capture deal lead source payloads across Webhooks by Zapier and Pipedrive. Create a single contact source history when lead source changes, payload updates, or new source values arriveβso you can update history, dedupe entries, and keep reporting accurate without manual data entry.
How this automation updates contact lead source history
When lead source changes are scattered across systems, reps lose context and reporting becomes inconsistent. This automation captures the payload, finds the matching person, and updates the contact source-history field while deduping unique valuesβso your team maintains a historical view.
Webhooks by Zapieror swap with your favorite app
2.Finds the matching person
Integrate Pipedrive and CRM search tools to look up the person by the extracted contact identifier.
Pipedriveor swap with your favorite app
3.Dedupes the joined source list
Integrate Formatter by Zapier and utilities to combine the new lead source with the existing source list and dedupe it.
Formatter by Zapieror swap with your favorite app
4.Updates contact source history
Integrate Pipedrive and CRM updates to write the deduped joined source list into the contact source-history field.
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