Custom Tables in Pipedrive?

Jay Graves
Jay Graves Member Posts: 13 VERIFIED MEMBER
25 Up Votes Second Anniversary 5 Likes First Comment
edited June 2023 in Ideas and Product Feedback #1

We have several functions we do with Organizations that are not necessarily records that fit anywhere else. For example, using a third-party tool (Quickbase) we have built a custom workflow that lets us record our interaction with clients' social media accounts. Another keeps track of every time we have mentioned an account in our publication. Keeping the data in sync is a nightmare - Pipedrive Organizations/People have become our "golden record" and we need to keep everyone working there and not constantly dealing "everything broke when we merged duplicates".

How about custom tables in Pipedrive? Custom fields in key tables already exist. 1-to-many related tables would be an incredible asset to making Pipedrive the single source of truth within a company. If not that, then how about an integration of Organization and People record with solutions like Airtable, Smartsheets, or Google Tables?

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  • mbusel
    mbusel Member Posts: 0 NEW MEMBER
    #2

    Hi Jay!

    Not sure if this is still an issue you're trying to solve, but wanted to share that Whalesync (a Pipedrive marketplace app) just launched a 2-way sync Pipedrive integration that works with Airtable.

    Includes support for syncing Organizations and Persons.

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