Custom Fields

Conditional logic for display of custom fields in Deal detail.
I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
Has anyone built a post-sales claims management module in Pipedrive using Projects + Automations?
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
New: Grouping of Fields 🗂️
Organizing fields has become easier with the ability to create custom groups for fields. You can bundle related fields into common categories to make your information easier to manage and consult. Admin users can: create new custom field groups reorder the placement of groups in the details reorder custom fields within…
Edit Phone and Email Types
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
Average value for numeric fields
It would be cool if we could create a report to visualize the average value of a certain numeric field.
Which field types allow URL?
Hello, I’m using a custom field called entry_page, with "text" as the field type, to store the landing page URL that my customers use when they go through my third-party chatbot. However, I’m encountering a problem, sometimes the URL is too long and gets cut off. I’m wondering if it would be possible to use the "large…
Placeholder text within Custom Fields
When creating a custom field it would be nice to provide placeholder text which would appear every time the field is presented on an editable screen, just to give some basic example to the end user of what is required. I tend to use required rules and once a field gets to a given status in the pipeline I expect the end…
Hide custom fields in Detailed View of Organisation
When I configure a custom field I want to have an option to hide it from the Detailed View and only to be visible in List View, like the different address fields in the Organisation. It is valid for Organisation, Deals and Contact. Some values are only for automation triggers and so on and don't add any value for the owner…
Adding a customer logo to the organization overview
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
How do I modify the list of Industries in the organization in a lead?
When I enter a new lead or organization there is a default field called industry, and it has a predetermined list of industries to choose from. How do I edit this list? When I go to the data fields in company settings there is no list, and it indicated I can access or change some things, showing a circle with a slash…
Need to be able to edit the list of Industry field values for the organization.
This list of values for the "Industry" field needs to be editable. I work with industries not listed, and I would like to delete some on here that are not relevant.
If Then Statements?
I'm trying to build a custom field with a IFF statement….not sure if this is possible in Pipedrive. Basically if the Deal Orgin is X then multiply deal value by 123, if not then mulitply deal value by 234.
Multiple choice fields update
Hello, it would be awesome if imports didn't remove the previous multiple choice options from a contact and only add the new ones. For example, at the moment I have a contact with "A" and "B" below a multiple choice field. If I import the same contact with another option "C", "A" and "B" will be removed and "C" will be the…
Calculation fields
Could you please indicate if you are planning to add some more field types like computation/calculation fields? For instance, adding the square meters (m²) (a) and the price per m² (b) results in the calculation field being updated = Rent per month (c). a x b = c
Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
Adding Sub-Categories to the Detail Section of a Deal Page
Would like to suggest to add a feature in which you can add sub-categories or visible dividers to the detail section (high lighted in yellow) on the deals page. For us specifically we would like to divide the detail section by individual departments to help organize all our fields & for ppl to be able to find the data they…
Mandatory check box fields in web forms
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
Images in Pipeline and List view
Could we get the ability to add an image(s) in a field which can show up in the pipeline and list view as well as an option? This image could be a small image as a thumbnail and be linked to an image in the file area of that project.
Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
Formula fields using dates, substracting date fields and field format
Would be a big value to have formula fields to substrac date fields which results in days quantity, example (expected close date - last activity date = xyz days) or (end contract date - current day = abc days). Also should be nice to have the option to use the "month" or the "year" part of a date in some deals (capital or…
Custom Field formulas using if/then
Hi everyone, a couple of Custom Field ideas: 1/ to show/hide group custom fields based on another custom field As an example, we are a car brokerage and if a customer has a trade-in (yes/no custom field), show the trade in fields and if they don't, hide or minimise the group. 2/ "if/then" functionality - Similar to above…
Separate Field Views in Deals vs Leads vs Pipelines
Is there a way we can customize the info and view of data and fields in Leads, Deals and Pipelines? If not, can they provide an option to select to mirror or customize. Our issue is that in Leads, we do not need all the information contained in Deals unless it is converted. Thus we have pipelines that do not need any of…
Add filtering based on linked contacts’ email activity, at Organization level
A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently. Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days. This makes it…
Include custom field (a URL) as a hyperlink in an email template
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
Custom fields grouping with automatic show/hide AND "if,then" functions
Hi everyone, A 2 part Custom Fields question: 1/ is there a way to show/hide group custom fields based on another custom field OR based on that group having or not having any data in their fields? As an example, we are a car brokerage and if a customer has a trade in (tick), show the trade in fields and if they don't, hide…
Notes summary field / Last note
Hi we have user who like to use the spreadsheet view for deals and leads, they would also like to see the last note in a field. would a last note or note summary field be posible Cheers J
Table of Custom Fields
Is there a way to create a table of custom fields? The field grouping (as I understand it) doesn't give me the functionality we need. I appreciate any suggestions on how to track the following situation: My company sells memberships into different groups. A company may buy a membership in multiple groups. Each group has a…
Bulk Deals or Leads creation via Custom fields & Automation
Stop wasting time on manual data entry! Discover how to automate lead creation and automate deal creation directly within your Pipedrive CRM. This simple yet powerful technique uses custom fields and workflow automation to streamline your sales process and boost productivity. This method leverages a custom field to…
About custom objects
Like Salesforce and HubSpot, we would like Pipedrive to have a feature for creating custom objects. Are there any plans to implement this?

Custom Fields

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