Custom Fields

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…
Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…
Tip for improvement: ToDo Checklist for every Deal stage in pipeline
For som stages of pipeline I need to attach some kind of ToDo Checklist to remember, what need to be done in this stage. ToDo Checklist should be pre-configured as a template for every stage in pipeline configuration. Checklist should be pinned as a note in Deal.
Noob question: moving stadium when leads uploaded documents.
Hi all, I just got started with Pipedrive and am currently building my deal flow. The third step of my deal flow is that leads upload documents. I don't really care where they are uploaded or through what kind of form. I just want the deal stadium to move to the next step once my leads have submitted the documents and stay…
When Duplicating a Deal - would be helpful to have "Notes" and all history follow the copy of the de
I currently use Pipedrive not only for my Sales Pipeline, but our Account Management Pipeline. I need/want that history to follow the new "deal" in the Account Management Pipeline. Pipedrive support provided me with a workflow automation that will automatically duplicate the deal and add it to the right stage in the right…
How to Change Pipedrive Meeting Titles
Hi there! I have noticed Pipedrive Scheduler Meetings always start with "Clients name/Company name - meeting name." Is there a way to change/customize this so that the client's name is not shown in the title?
Requested feature
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…
Adding field to exporting results
I was interested in adding a filter when exporting Organization data. As certain organizations are linked together, it would be a good idea to be able incorporate the "Related Organizations" field along with the other related information that pertains to an organization.
'deal owner contact info' email template input field
is it possible to add 'deal owner contact info' into email templates? I'm sending a dynamic email followup after converting leads to a deal and Copying the owner.
Activity Custom Fields
This would be killer. I would love to be able to keep track of additional details for activities. Could think of a lot of good uses for this.
how can I change a field that is set as a default? it blocks me from editing it
I can not change a default field in the custom fields, is there a way to over pass it?
Calculation fields in Organisations
Does anyone know a way or workaround to perform a simple maths task (like addition) on a set of fields - eg add up all the numbers from a particular custom field. Available in most other CRM's but I have not found a way to do this. eg a way to add up these columns (consisting of numeric custom fields) below
Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
🔴 LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
📌 Register here to join our event! How to get your data in your Pipedrive account; get a live demonstration and Q&A from the support agents' experts. You’re invited to join our live webinar about Import! During the session, our team will showcase to you the product, explaining in detail how it works, and much more. You’ll…
Workflow Automation - Email before Expiry
Hello, I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date. I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.
Changing order of notes
Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which…
Asking advice on filling pipedrive fields #data
Guys, I have a challenge here at the company. How can I ensure that a specific, very important field is always filled in? I already set it to Required and Important within Pipedrive, but I found "holes".

Custom Fields

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