Custom Fields

Managing referral partners as a mortgage broker
it seems the only way to manage the referrals given by a realtor is to create the realtor as an organization to see all the leads and deals in the reporting. is there another way since the organization does not have a marketing opt in. Do we have to create a people profile for the same realtor as well to market to them? if…
Cannot insert sender first name into email (templates)
We use templates with fields to prepare personalized (group) emails from our team to our contacts. In such templates, I'd like to insert a field for the senders' first name. Unfortunately, only the full name (as given in the personal preferences) is supported here. For emailing contacts we call by their first name, this…
e-signature customizations
Hi, We have below query for e-signature customizations which are available in below path: Company Settings>Tools and apps>Documents>Customization Query 1: Alignment of text in custom e-signature custom message: We have the option to enter a custom message in e-signatures via the above path When we add a message in this…
Custom Fields in Campaigns
How can I select custom fields, especially the proper salutation fields, in campaign templates? We can't go without it in DACH area. #campaigns + #templates + #handling
Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
Issue with custom field type of numbers in Pipedrive API
Lately we experienced an issue with Pipedrive API and custom field type of numbers. While performing a search from the values of a specific field with only full exact matches against the given term, the empty result was returned from Pipedrive API. The problem is that when we are trying to search for deal by custom field…
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
Filter data based on Update Date field
I'm trying to fetch incremental data for a data migration requirement. Need to load Pipedrive data into a SQL db daily basis as incremental loads. To do this I need to fetch data using Update Time field. I tried on many resources available on internet, but couldn't find any solution. Please help me with this issue?
Job title in organisation view
On an organisation page, under 'people' on the left hand side, could I suggest the feature of displaying a contacts Job Title next to their name so that you do not have to click on 'view all' each time? For us this is something that we really require. Thanks
Different Types of Custom Fields
I'd like to have different types of custom fields in addition to text, numeric and date. I'd like to see radio buttons and drop-down menus added to custom field types.
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
How to use Pipedrive Activities?
Hi there, we are trying to make sense of the PD activities. Let's say we have 3 different meeting types: Qualification, Demo & Follow-Up. We don't want to create 3 different activities for it. Instead we would love to have a single activity for meetings in which you can specify the meeting type. Same questions for call, we…
Quantitative or Qualitative Data: Which is more important for sales forecasting?
Both quantitative and qualitative data can be valuable when putting together a sales forecast. However, for some the proof is in the numbers. While others believe that this type of sales forecasting does not allow you to account for external factors only experience can reveal. According to Carl Eschenbach, who is a partner…
Update on Tags
Just wondering if there is an update on adding a tag feature to Pipedrive? Currently considering shifting from an old CRM service here, but the lack of tags is somewhat startling. I have read other posts and know about the multi choice option, but as many users before me have said, it is a work around and not a realy…
Sum two customer fields for open deal's
How can I calculate two custom fields in another field? Help me please!!!
Personalization (insert a field) with Product Field in an email template
Hello ! Idea/product feedback = It would be very useful to insert a personalized field from Product table in an email template . Thanks !
Custom fields for projects are live!* 🚀
*Only text and long text types of fields are available right now. The other types will follow in the coming period. Let me know if you have any questions / comments and have fun!
adding a removal of data option to the predefined actions in the workflow automations
Would love to have the option to remove data from a 'dates' field and leave blank as part of a workflow automation action to 'update deal field'. The predefined options only have selections to change the date or alter the data. Add in some more generic and basic options that are usable on any type of data field.
Why am I not able to remove a default field from a "new deal" form ?
Some default fields are unfortunately not relevant with our processes. To make it easier to understand and complete the pop-up form when creating a deal, I wanted to simplify it and remove some irrelevant fields such as "label" or "probability". Is it possible? I tried both via the personal settings (checkboxes were grayed…
Subscription values as a Data Field
Hey! I was wondering if it was possible to add a data field to the deal view for subscriptions?
Pipedrive CRM Feature Request: Organization Custom Field with multiple Persons as value
There are cases where we want to add a Pipedrive Organization custom field that can hold two or more Pipedrive Person as value. Case 1: an organization has two or more persons that are allowed to place orders for new services. Case 2: an organization has two or more co-owners that are expected to keep the organization…
A way to completely turn off the follower feature
Every time a deal is reassigned to a new user the old user stays as a follower. To put this simply, we want all deals private to only the owner. With the follower feature... that is not possible. We also have the permission "See all items of other users they are following" toggled off, but that doesn't help. Users can…
Custom Fields 🎉
18/12/2019 Pipedrive comes with a minimalistic approach to CRM. While this is enough for many Pipedrive customers, some customers may still need some fields that are more specific to their company's needs. If you need a field in Pipedrive that does not exist by default, it can always be created as a custom field. With a…
Customize fields visibility
Hi world I understand it is not possible to customize fields or even user's roles for each view (contacts or organization) so some users (or group of users) can see some fields and other users not, we have separate markets and type of business and we don't want to see some data and fields from other areas. So any suggest…
Custom field contact and Zapier
Hello, dear community, I try to sync Pipedrive with my marketing automation platform. I need a language so I added mother language as a custom field with a single option choice In Zapier I don't have the value but a figure How can EN become 53? Did somebody already encounter this? Thank you
How do I import custom fields that I've created into my leads via CSV?
How do I import custom fields that I've created into my leads via CSV?
Range - Numerical
Hi, we love the range options for custom fields. It would be wonderful to have a range option for numbers, that way we can speak with clients and discuss ranges for budgets. This would be a valuable update as we currently have to rely on two fields, when a range would satisfy this fully. Please consider this as part of an…
Custom Field (Deal) to be auto filled from value/field in Person
Hi there, I have a language field in Person. And I need this to carried across to a custom field in Deal. How can I connect these two fields? ** I need the deal to have this language information for a Zapier automation which follows. Help is much appreciated :)
Custom Field: Attachment
What are thoughts around having a custom field being able to contain an uploaded file? Rather than just having a section in the timeline we can refer to, there would be a dedicated section for a specific document. Could also be useful in various cases, eg for deals to progress through a specific stage the field cannot be…

Custom Fields

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