Custom Fields

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…
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".
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?

Custom Fields

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