📝 Form improvements

🗂️ What’s new:

• Overwrite existing fields in CRM from form fills
• Deal field mapping in forms with merge fields
• Other: map lead id in FB forms, filter web visit feed, better status pages

📝 Overwrite existing fields in CRM from form fills

You can now choose what happens when a form fill comes in for a contact that already exists in your CRM:

• Overwrite fields — the form data updates existing values
• Only fill empty fields — existing values are preserved, and only empty fields get filled in

This gives you full control over whether new form submissions should update your existing CRM data or leave it untouched.

Note that previously, no data updated for existing contacts

🪝 Example use case A returning lead fills out a Facebook form with updated job title information. With overwrite enabled, their Pipedrive contact is automatically updated — so your sales team always has the latest details without lifting a finger. With overwrite off, their original info stays intact.

🔗 Deal field mapping with merge fields

You can now select any deal field to update when syncing form submissions to Pipedrive, and use values from the form data to fill them dynamically — just like merge fields.

This means you can map form responses directly to deal fields like deal title, value, stage, or any custom field — and have them populated automatically with the data your leads submit.

🪝 Example use case A lead fills out a "Request a Quote" form with their budget range and project type. Those values automatically populate the deal fields in Pipedrive — so when your sales rep opens the deal, the budget and project details are already there, ready for a faster follow-up.

📊 Mailchimp: more control over contact removal

When contacts no longer match sync rules, you can now choose what happens on the Mailchimp side.

Previously, contacts were always unsubscribed. The new actions are:

• Archive (new default) — removes the contact from your Mailchimp billing without changing their subscription status
• Unsubscribe — the previous default
• Do nothing — keep the contact as-is in Mailchimp

🪝 Example use case A trial user that churns is removed from your CRM segment. Instead of unsubscribing them archiving them keeps the door open for future campaigns if they come back. This helps to optimize your Outfunnel spending and makes setting up segments easier.

➕ More

• Facebook Lead ID field - you can now map the lead ID field in Facebook lead forms, making it easier to track and match leads from Facebook campaigns in your CRM.
• Segments and forms visible on status pages — you can now see which segments and forms are selected directly on form and engagement sync status pages.
• Web visitor feed date filter — filter your web visitor feed by date range to focus on the time period that matters.

Happy syncing,

Outfunnel