Store user phone number in user profile and create token for user Phone Number

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Chris Smink
Chris Smink Member Posts: 1 VERIFIED MEMBER

My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals.  Every time we create a proposal, we have to manually enter my phone number on the cover page.  

I should have the option of storing my phone number in my PipeDrive user profile.  The value of that entry should be a token like [Deal.Owner.Phone] that I can pass on to other sales apps.

 

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  • Sam Karim
    Sam Karim Member Posts: 23 VERIFIED MEMBER
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    edited June 2020 #2
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    I agree. Can’t believe this is not already possible. 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited June 2020 #3
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    Thanks @Chris Smink for the suggestion. I'll find the team internally responsible for this and pass on that idea!

  • Inês Batata
    Inês Batata Posts: 2,052 VERIFIED MEMBER
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    edited February 2021 #4
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    Hi @Chris Smink Sam Karim !
     

    I suggest the following:

    1. create a custom field in Deals where the Deal Owner's phone number will be stored;
    2. create an automation that automatically fills that field with a certain phone number whenever a deal is assigned to a certain owner;
    3. use the Sales Documents feature we are rolling out to users in the Advanced and Professional plan. Learn all about it here. 🚀
  • Bernd Auer
    Bernd Auer Member Posts: 348 VERIFIED MEMBER
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    edited July 2022 #5
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    Still urgently needed! The workflow  @Inês Batata  suggested works but there are a lot of companies which do not allow their employees to create automations (too complicated). There are a lot of additional reasons why we would need this.

    By the way: This topic is related to this one: https://community.pipedrive.com/post/beeing-able-to-cc-other-users-62863be9dea8a4e9cfe324e7

  • Cristian CHM
    Cristian CHM Member Posts: 1 VERIFIED MEMBER
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    Isnt this already implemented?? I have the same problem, I would never expect that this option is not allowed...

  • Florentttttt
    Florentttttt Member Posts: 1 VERIFIED MEMBER
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    Sadly it's still not possible. And we can't even update Name of users, the only texte field that could allow us to store phone numbers inside for a while and then update it.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 101 VERIFIED MEMBER
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    Since this feature is still not available, but workflow automation was extended, current workaround is a workflow automation set to "triggered by anyone" to make it work for all users.