Add hyperlink field to the organisation details section

Lyle Innes
Lyle Innes Posts: 3

It would be really useful to be able to add a field to the organisation details tab that expects a hyperlink.

Ideally, it would allow a URL of any length, have the option to add a url name (what appears in the details section) and that URL name is clickable, opening the address in a new tab.

This would allow pipedrive users who are already using external cloud-based document/storage platforms to link those systems to a particular organisation that they are using Pipedrive to manage.

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited June 2020 #2

    @Lyle Innes  -- If you create a custom "text" field and are using google chrome -- when you put a value into that field and include http:// -- it will automatically create a hyperlink

     

    example: Website is a custom text field

     

    image
  • Lyle Innes
    Lyle Innes Posts: 3
    edited June 2020 #3

    Both the text and long text field do not seem to allow long enough text strings to enter a google sheet hyperlink for example.

    Also, using a shorter link that does fit, I don't seem to be getting the automatic hyperlink (using chrome)

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #4

    Hi @Lyle Innes !

    I see that you are using URLs longer than our Large Text custom fields allow for. You mentioned linking documents from other storage platforms: have you tried using our Google Drive native integration? You can create documents there without leaving Pipedrive, or just attach documents that already live there.

    We are also working on a feature that will let you create sales documents (contracts, quotes, etc) by pulling data from Pipedrive (less manual work!).

  • Lyle Innes
    Lyle Innes Posts: 3
    edited June 2020 #5

    Hi @Lyle Innes !

    I see that you are using URLs longer than our Large Text custom fields allow for. You mentioned linking documents from other storage platforms: have you tried using our Google Drive native integration? You can create documents there without leaving Pipedrive, or just attach documents that already live there.

    We are also working on a feature that will let you create sales documents (contracts, quotes, etc) by pulling data from Pipedrive (less manual work!).

    Google drive integration sounds exactly like what I need, I'll take a look - thanks!

  • Emily Drennan
    Emily Drennan Posts: 1
    edited June 2020 #6

    Hi! Is there a way to use a longer URL in a contact card without using Google Drive native integration (our information is not stored in Google) and with it actually hyperlinking (and not in the notes section)?   Thanks!

  • Toby Maple
    Toby Maple Posts: 1
    edited April 2021 #7

    I'd really like to link an organisations org chart that is stored on sharepoint, which is continully being updated - rather than uploading a file. Can we link out to Sharepoint?

  • Hi @Toby Maple ,

    you can now create & maintain the org chart directly in pipedrive with this extension: https://www.pipedrive.com/en/marketplace/app/vizrm/4b3640cf8fe2b2a4

    saves a lot of time when updating information on the chart or in pipedrive because it bi-directionally connected!

    cheers

    markus