Custom Fields

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…
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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".
Is it possible to have Details fields in Pipedrive automatically populate?
e.g if a client fills out a document on PandaDocs that has custom fields, Pipedrive can read these custom fields and populate the Details field of a deal. I know there is integration for the other way around (e.g Pipedrive details being used to populate a PandaDoc). Thanks in advance :)
Payment Schedule in Deal Record Revenue Block
Is there a way to edit the payment schedule options? Currently there are weekly, monthly and quarterly and it would be helpful to have annual, semi-annual and annual/one time options. Many of our projects are invoiced semi-annually. Thanks!
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
Workflow Automation to make custom field match label
I would like to make a custom deal field that automatically matches the deal label. We label deals based on the purchase number of that organization e.g. purchase 1, 2, 3, 4, 5, etc. but I want to be able to see this label in the left column of the deal, not have to scroll up to the top to see it, so was thinking to make…
Workflow sending emails: Set Date
Feature Request: In workflow automation, we can select to send an email on a condition match. Is there a way to place a DATE field of WHEN the email(s) will be sent? I would like to have the event trigger a series of emails but each one on different dates that the emails go out. Adding this field seems like a simple thing.…
Auto populated fields for information
We use our PD for our patients, new and existing inquiries, and want PD to be able to auto fill if this patient is truly a new patient or if they are an existing patient sending in another inquiry. Thanks in advance!
Mapping the URL from an existing landing page to a Pipedrive landing page.
I built a landing page for a product my company offers through Instapage. It has a corresponding URL, which is now in tweets, emails, and blog posts: https://pages.elementus.io/2022-ransomware-report What I want to do is build a new landing page using Pipedrive but map it to the exact same URL so we don't have dozens of…
Allow integration and field mapping for Smart Contact data in Pipedrive to automation software (i.e.
For me to segment my audience based on location, regions, the number of employees and industry based on SIC or NAICS codes, being able to sync and integrate fields into a third party marketing software is fundamental to marketing strategy and targeting. Marketing Automation tools like HubSpot allow you to segment, target…
Send selected Contact(s) an email when New Note added with Note Details
My coordinator works in a different CRM from Pipedrive. Her CRM is closed to any API or integrations. I am wanting to send my coordinator an email from Pipedrive when I add a New Note or when I add IN the note "@name". Have not had much luck this morning with the workflow. Has anyone created a workflow for this type of…
Convert Birthday to Age?
I'm curious if any other Pipedrive users have the need to convert a birthday into AGE? I sell life & health insurance so age is foundational to all I do. How about you? I've asked PD about this and it gets treated as unimportant. Could I be one of the ONLY sales people who needs to know my client's AGE?
Field Birthday
There is no field barthday date in peope file thal allows to create an automatation to send mails in birthday days of our costumers. I create a manual field but automation is not possible with date fields
Create filters for Leads and deals
is there a way to create custom filters for leads and deals? example: If i want to filter all deals by zip code or state. or filter deals by unit count, or filter leads by project type.
need help creating filters for deals
can anyone help or point me in the right direction to create filters in deals?
企業メアドの登録について
info@のような企業メアドの登録をされるとき皆様どうされてますか？ info@で人物立てたほうが良いのでしょうか。最初組織に企業メアドのフィールドを追加して運用してたんですが、外部連携するときに人物にいないので不便なケースが出てきました。
Feliz Aniversário
Bom dia! No meu pipedrive tem um campo preenchido data de aniversário há algum campo para nos alertar o dia do aniversário do meu cliente?
Locking fields so they can only be edited by Admins
Is it possible to create a custom field that is either just there for reporting or can only be edited by the Admin? We want to track the source of the data and will be using multiple sources. We will then be able to report where each deal came from and which sources were more profitable. I can create the "source" field and…
Lead label same as contact label - Vlookup?
Hi there, I'm using 'leads' as a way to list when new or existing contacts show interest in a product. However, I need to make the 'lead label' reflect the same as the linked 'contact label'. I use the labels to show whether the contact is an existing customer. This way, if the customer becomes a lead, the lead label will…
Identifying current customers for newsletter?
How do you identify people in your database who are customers? For example, this would be to send email messages using Campaigns to only current customers. Do you use a custom field? Is there some built-in way to do this in Pipedrive?
I'd like to have the ability to link to a dropbox (etc) folder from the organisation view
Hiya, it would be super helpful to be able to add a link to a folder from a custom field in the organisation view. A number of my clients have many many files that are gathered over years so uploading them to their file in pipedrive isn't really practical as it would take too long to scroll down to a particular one via the…
Disabled fields
Hi, We would love to use disabled fields. Why ? So we can share info with Sales from our frontoffice and not letting them change it. For example : weither a User is activated or not (helps to suggest them the next action). This is a data coming only from the website once the User is activated, it doesn't make sense for the…
How to delete an activity
Displaying custom data fields on details panel only for specific pipelines
Not sure if this is possible, but is there a way to display specific data fields only on certain pipelines? I see that its possible to check/uncheck "Always visible in person detail view" in the field properties, but these fields still appear when the details panel is expanded on a deal record. And yes, I see that custom…

Custom Fields

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