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

Chris Smink

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.

 

Sam Karim

I agree. Can’t believe this is not already possible. 

Mike van der Valk

Thanks @Chris Smink for the suggestion. I'll find the team internally responsible for this and pass on that idea!

Inês Batata

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

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

Isnt this already implemented?? I have the same problem, I would never expect that this option is not allowed...

Florentttttt

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

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.