Requested feature

David Wiener
David Wiener Member Posts: 5 VERIFIED MEMBER
First Comment First Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

I would be very interested in having the ability to have a custom field that's has a value that is calculated from other custom fields.  The value of a deal to me is dependent on a few other amounts that I am tracking.  Currently, I need to use a calculator to find out the value of the deal.  The ability to use simple math on a vlaue would be extremely helpful to me.  Something like (Field1-Field2)*0.4=Field3

It is needed to calculate the commision I earn on a particular deal.

Thanks for your consideration.

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,623 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    edited July 2022 #2

    Hi @David Wiener - You can easily do this using Make/Integromat instead of waiting for Pipedrive to allow this. There's also an app in the marketplace that does this.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

  • Josh Buesking
    Josh Buesking Member Posts: 253 VERIFIED MEMBER
    Fifth Anniversary 100 Likes 100 Comments 5 Answers
    edited July 2022 #3

    I am currently doing this with integromat/make.

  • David Wiener
    David Wiener Member Posts: 5 VERIFIED MEMBER
    First Comment First Anniversary Photogenic
    edited July 2022 #4
    Josh Buesking said:

    I am currently doing this with integromat/make.

    Can you show me how to set this up?

  • Josh Buesking
    Josh Buesking Member Posts: 253 VERIFIED MEMBER
    Fifth Anniversary 100 Likes 100 Comments 5 Answers
    edited July 2022 #5
    Josh Buesking said:

    I am currently doing this with integromat/make.

    In integromat/make it would be something like:

    Deal getting updated triggers the flow then if one of the values you are using to calculate changes it would pass through a filter that is a "update deal" module. That module would take the fields you are calculating and update the total field.

    Pretty easy, just got to learn the ropes of integromat.

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