Lead source in deals
The lead source fields for your deals and leads enhance data-driven capabilities. You can manually enter the source or have it automatically populated when a lead or deal is added.
This ensures that the same data is attached to your business opportunity, even if it is later converted or archived.
Why are source fields important?
The Source field structure provides a comprehensive overview of where your leads or converted deals originate and how this data is integrated into Pipedrive.
This applies whether you use Pipedrive add-ons like LeadBooster, Web Visitors, Campaigns, Marketplace integrations or other tools of your choice.
Key Benefits
Centralized source data | Maintain all source-related data throughout your sales cycle in one place. |
Performance tracking | Use Insights to track the performance of various Lead/Deal sources. |
ROI analysis | Identify which sources convert into the most deals and analyze won/lost deal ratios. |
Practical Examples
- Identify which specific web form (web form ID) is generating the most won deals.
- Determine which specific email campaign (campaign ID) is bringing in the most won deals.
Enhanced Automations
- Quickly follow up on open opportunities by understanding their sources.
- Choose the best approach based on the Lead or Deal source.
- Build workflow automation based on the source, reducing manual and repetitive tasks.
Where can I find the source fields?
You can find them on the deal detail view sidebar.
Source fields structure
Field | What it means | Values | Is it editable? |
source_origin | How the data was added to Pipedrive |
| No, it’s populated by Pipedrive’s default system |
source_origin_id | How the data was added to Pipedrive | Unique ID value. E.g, the ID of a Pipedrive form | No, it’s populated by Pipedrive’s default system
Note: Can be edited via API |
source_channel | The sales or marketing tool that added data to Pipedrive | Multiple options list defined by an admin user | Admin user can edit or delete values |
source_channel_id | The specific item from the sales or marketing tool that added data to Pipedrive | Custom value | Yes |
Managing source channel options
Admin users can edit the source_channel field in Company Settings > Data fields. They can add or remove source channels to reflect the channels and tools in use.
Editing or deleting source channels
If an admin edits or deletes a source channel from the list of values, the change will apply to all existing records (open, won, lost and archived deals and leads).
- Deleting a source channel removes it from all records and deletes its associated source channel ID.
- Editing a default value (such as “Chatbot”) may lead to confusion, especially when identifying the original source of a lead or a deal. This is because Pipedrive uses a fixed backend ID (
source_channel_id) regardless of the name you set.
To avoid confusion or unintended data loss:
- Use list view filters to check where the source channel is used before making changes.
- Update existing records beforehand if you plan to delete or significantly change the name of a source channel.
Non-Editable Fields
source_origin and source_origin_id are system-generated fields. These can‘t be edited and serve as system information to assist with data management and maintenance.
Editable Fields
source_channel and source_channel_id can be edited by all users, either individually or in bulk. The source_channel is selected from predefined values in the source_channel dropdown menu.
If a default source channel name (like “Chatbot”) is edited, the underlying ID used by the system (source_channel_id) remains unchanged.
This may cause confusion if renamed values no longer clearly reflect their origin. Pipedrive continues to assign the same source internally based on the ID – even if the label has been renamed.
Was this article helpful?
Yes
No