Custom Objects

Jøran Nohr_2336
Jøran Nohr_2336 Member Posts: 29 VERIFIED MEMBER
10 Comments

Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC? 

3
3 votes

Submitted · Last Updated

Comments

  • Jøran Nohr_2336
    Jøran Nohr_2336 Member Posts: 29 VERIFIED MEMBER
    10 Comments
    edited September 2021 #2
  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #3

    Pipedrive & Salesforce are two very different systems that serve two different audiences.

     

  • Jøran Nohr_2336
    Jøran Nohr_2336 Member Posts: 29 VERIFIED MEMBER
    10 Comments
    edited September 2021 #4

    Pipedrive & Salesforce are two very different systems that serve two different audiences.

     

    Thanks, well ... I get that SFDC is a different and much more complicated system. But there are others out there too which have objects, such as Freshsales. My question was really only if there is any thoughts on this matter from Pipedrives side. I could see it be useful for many ppl, even without being as advanced as SFDCs variant.

    In its easiest form a way to add a new icon to the nav bar, and showing just a list, for example "Support cases", "Invoices" (for example from the ERP system), "Service Agreements" or any other things. 

  • Jøran Nohr_2336
    Jøran Nohr_2336 Member Posts: 29 VERIFIED MEMBER
    10 Comments
    edited September 2021 #5

    Pipedrive & Salesforce are two very different systems that serve two different audiences.

     

    Thanks, well ... I get that SFDC is a different and much more complicated system. But there are others out there too which have objects, such as Freshsales. My question was really only if there is any thoughts on this matter from Pipedrives side. I could see it be useful for many ppl, even without being as advanced as SFDCs variant.

    In its easiest form a way to add a new icon to the nav bar, and showing just a list, for example "Support cases", "Invoices" (for example from the ERP system), "Service Agreements" or any other things. 

  • Jøran Nohr_2336
    Jøran Nohr_2336 Member Posts: 29 VERIFIED MEMBER
    10 Comments
    edited September 2021 #6

    Pipedrive & Salesforce are two very different systems that serve two different audiences.

     

    Oh I know, but that was not the question. Simpler systems such as Freshworks Aldo have some functionalitY close to what I was asking about. 

  • Jøran Nohr_2336
    Jøran Nohr_2336 Member Posts: 29 VERIFIED MEMBER
    10 Comments
    edited September 2021 #7

    Pipedrive & Salesforce are two very different systems that serve two different audiences.

     

    Oh I know, but that was not the question. Simpler systems such as Freshworks Aldo have some functionalitY close to what I was asking about. 

  • Jøran Nohr_2336
    Jøran Nohr_2336 Member Posts: 29 VERIFIED MEMBER
    10 Comments
    edited September 2021 #8

    Pipedrive & Salesforce are two very different systems that serve two different audiences.

     

    Oh I know, but that was not the question. Simpler systems such as Freshworks Aldo have some functionalitY close to what I was asking about. 

  • Marian_63924
    Marian_63924 Member Posts: 1 VERIFIED MEMBER
    edited December 2021 #9

    Pipedrive & Salesforce are two very different systems that serve two different audiences.

     

    That's quite a beautilful not exactly helping answer. :) 
    Custom objects could be usefull for the exact audience Pipedrive is addressing.

  • Plobacher
    Plobacher Member Posts: 1 VERIFIED MEMBER
    First Comment

    It would be wonderful, if Pipedrive would support custom objects and here is why:

    • Imagine you are a training solution supplier. Of course you can sell trainings via Pipedrive and manage all necessary sales data. But when it comes to certifications, there is something missing like "Earned certification ABC valid until dd-mm-YYYY" (with an automation underneath which triggers a certification renewal lead eg.). This could be an object "certification" and you can add it as many times as you want to one contact with different data. In this case there are three fields needed (name / type=text, description / type=textarea, valid / type=date)
    • Or imagine you are a management consulting company and you sell (individual) workshops. For every workshop there could be a workshop object, which contains (name / type=text, start / type=date, end / type=date, participants / type=listOfContacts, documentation / type=file) linked with a lead object offering this workshop
    • Or imagine you are a webdesign agency. Wouldn't it be great to have an object "website" with fields like (name / type=text, URL / type=URL, start / type=date, end / type=date, ...) and add as many as you need to a contact / organization.
    • Another use case: a courier company can create a custom object to store the schedule and dispatch details for every week. So these objects store the data that is unique to the business. The custom objects can also have custom fields along with the standard fields available in Pipedrive

    You see - there infinite use cases that can benefit from custom objects.

    What do you think about this?

    Best, Patrick

  • Ben Swan
    Ben Swan Member Posts: 7 VERIFIED MEMBER
    First Comment
    edited May 6 #11

    It's ridiculous this isn't an option. Salesforce, HubSpot, and virtually every other CRM offers this.

  • Ben Swan
    Ben Swan Member Posts: 7 VERIFIED MEMBER
    First Comment

    It's unbelievably frustrating that this isn't a feature. Pipedrive works very well for us but the lack of custom objects completely hamstrings what I want to achieve with the system. It's like buying a car and finding out there's no left indicator.