How can I filter with multiple "OR" statements?

AlexanderC
AlexanderC Member Posts: 4 NEW MEMBER
First Comment
edited March 14 in Sales CRM #1

I want to filter deals that have field X value = Y OR field Z value=W. I cannot find how to add an OR operator, I can only filter with AND operators. See screenshots for my attempts.

2025-03-14 09_14_54-Deals.png
2025-03-14 09_15_21-Deals.png
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Answers

  • Alex - LeadOn
    Alex - LeadOn Member Posts: 14 VERIFIED MEMBER
    10 Comments Name Dropper 5 Likes First Answer
    #2

    In Pipedrive, by default, you can only apply filters with AND operators, and there’s no direct way to apply an OR condition in the UI. However, you can use Pipedrive’s API to create more complex filters, including the OR operator between fields. For example:

    GET /deals?filter_id=your_filter_id&field_x=Y&OR=field_z:W

    This allows you to customize your query to filter deals based on multiple conditions, where either Field X equals Y or Field Z equals W.

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 229 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #3

    Hello @AlexanderC,

    In addition to the option with API mentioned by Alex above, you could also try placing both conditions under the ANY section, which acts as an OR condition, see an example:

    Screenshot 2025-03-17 at 11.23.47.png

    We hope this helps!

  • AlexanderC
    AlexanderC Member Posts: 4 NEW MEMBER
    First Comment
    #4

    Thanks both, very useful!

    Can you also help with this: How can I filter to only see leads that have had at least one activity of type="Follow Up" but only after thay have passed through a specific pipeline stage (specifically, "Joined a demo")? Is it possible?

    I want to find all leads that have joined a demo at some point in the past and have at least one follow-up after that (and the opposite, no follow-ups)

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