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

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.


3 votes

· Last Updated -


  • Sam Karim
    Sam Karim Member Posts: 23 VERIFIED MEMBER
    First Comment
    edited June 2020 #2

    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

    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
    5 Likes First Anniversary First Answer Name Dropper
    edited February 2021 #4

    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
    First Anniversary 5 Likes 5 Up Votes Name Dropper
    edited July 2022 #5

    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:

  • Cristian CHM
    Cristian CHM Member Posts: 1 VERIFIED MEMBER
    First Comment

    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
    First Comment

    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
    5 Likes 5 Up Votes First Answer Name Dropper

    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.