Custom Fields

How does one trigger a data request to an API? We are working with a 3rd party software company tha
How does one trigger a data request to an API? We are working with a 3rd party software company that is building native integration with Pipedrive for us. The idea is to send them an address and they will return data on the address that will be added to specific fields in Pipedrive. What best practices do you have on how…
How to clean up deals in Pipedrive?
I am new to using Pipedrive and wondering how do I sort of "clean up" the deals? Had 2 co-workers start lots of deals but they have moved on now and nothing ever happened with the deals they started. I need to clean them off my screen(I am in pipeline view) but yet dont want to totally delete them as need some information…
Asking for help!
* Added a "New Customized Field" in "Organization" with drop down options * Added same Customized Field to "Person" with drop down options * Bulk edited the newly added field from drop down options of '"Organization" Challenge- The same edit does not apply for "Person" Question - How to Bulk Edit both "Person" and…
Segmenting lists/contacts - is this possible yet?
Are we able to tag contacts yet with different attributes in order to segment and send? If not, I assume this will be coming soon?? Thanks, James
CRM Specialist
I have been working on the insights feature of Pipedrive and i feel we must be able to filter data based on custom monetary fields. As for my company we use these for filling product values. So the objective is to get reports based on each product performance. Currently, it's not possible as there is a limitation in…
Dashboard - can i track the duration between 2 custom date fields?
I would like to track how long it is taking my team to accomplish a process by means of 2 custom fields. Is this possible?
Filter field selection question- unable to select needed fields.
I am trying to create a filter, but it does not look like I am able to select the fields I need. I am trying to create a report that shows me the quoted price (custom field) for shipping- I am able to select the column for the qty, but there is no selection for the product name or number. I have come across the problem of…
Date place holder on scheduled emails
Hello community, I love Pipedrive so much especially its functionality to schedule emails to be dispatched on a future date. I am wondering if there is a place holder for a date just like we do with the person, contact number or company name fields so that when the scheduled email is dispatched, it should show the palce…
Date place holder on scheduled emails
Hello community, I love Pipedrive so much especially its functionality to schedule emails to be dispatched on a future date. I am wondering if there is a place holder for a date just like we do with the person, contact number or company name fields so that when the scheduled email is dispatched, it should show the palce…
Date place holder on scheduled emails
Hello community, I love pipedrive so much especially its functionality to schedule emails to be dispatched on a future date. I am wondering if there is a place holder for a date just like we do with the person, contact number or company name fields so that when the scheduled email is dispatched, it should show the palce…
Date place holder on scheduled emails
Hello community, I love pipedrive so much especially its functionality to schedule emails to be dispatched on a future date. I am wondering if there is a place holder for a date just like we do with the person, contact number or company name fields so that when the scheduled email is dispatched, it should show the palce…
Automatische Feldanpassung je nach Unternehmensart
Hallo zusammen, bin neu hier und hoffe, mich an alle Channelregeln zu halten ; ). Ich habe folgende Frage: Wir haben unsere Kundenunternehmen nach Unternehmensarten eingeteilt. Besteht die Möglichkeit, je nach Unternehmensart andere Auswahlfelder zuzuordnen bzw. nicht benötigte Felder auszublenden? Vielen Dank für Eure…
Simple choix ou multichoix
Bonjour, Est il possible sur un choix de fiche prospect en choix unique de le faire passer en multichoix et conserver ses données déjà rentrées . Je sais pas si je suis claire en gros pour mes fiches prospects j'ai créé plusieurs choix de statue comme par exemple prospect, client , ex client , hors cible , fermée, etc...…
Hi - I'd like to know how to add multiple tags to each of my contacts. So I can do a search on a lo
I tried this using the labels segment however I cannot add multiple labels to a contact. Ideally each contact will have 4-7 tags Any help would be appreciated! thanks
Question & Advise + Dashboards + Values
Is it possible to visualize data in percentage values using Insight Dashboards? eg: I am wanting to show numerical data (from Deals fields) split by Organisation or another non-numerical-value (from Deals fields). If not, can someone recommend a Pipedrive Partner that can support with data visualization?
Help needed: How can I filter "subscription" and there "description" containing a word
Challenge: I would like to see all companies with one or more deals where special words are included in the description of the subscription. Problem: Unfortunately, these fields do not appear in the Insights and Filters for selection. Background: We use the recurring billing model for all products that have an endless…
Insights: Not get the data I need
How to get a percentage number in Insights? Such as: All deals / custom field of “Appointment Attended: Yes. This will give me my appointment rate Trying to get my KPI’s for my business. I have not gotten much of the actual data out of Pipedrive yet. Seems like a 3rd party app might be bale to handle the job but right note…
Hey Pipedrive family! I'd love any input from anyone using Pipedrive for wholesale AND retail. Any t
Tracking Events Attended
Hey all, we run different events and want to be able to search / filter people depending on events that they have attended. We have been using a custom field (multiple options) to track when people attend our events (which has worked great for tracking, filtering and searching who has attended different events). But, we…
Sync Data from Deal Details to Linked Contact
Hi all, perhaps this is something you can help me with. I am looking for a simple way to collect the emails of my deals and sync them with the linked contact. I am trying to set up the Mailchimp email integration. To do this, it requires the linked contact to each deal to have the email address listed. The contact must…
How do you check contact & organization social media activity and news?
I often do a scan of a contact and/or organization's social media activity and recent news prior to a call. It's a slow manual process, even though I have I have social media connections with most of my contacts. Is there a tool or add-on I could use to bring together LinkedIn/twitter/facebook/instagram etc activity as…
KVK- koppeling Pipedrive / invoerhulp
Goedendag, T.a.v. een koppeling tussen kamer van koophandel- Pipedrive, wil ik jullie graag eens raadplegen. Ik heb een paar vragen: 1) Kennen jullie marktpartijen die reeds een KVK- Pipedrive koppeling op de plank hebben liggen? 2) Idealiter zoek ik een invoerhulp vooraf: een salesmedewerker vult een relatienaam in;…
Why are data fields required through the pipeline?
Is there any way to change this. If I want a data field in one stage, why is it required for the subsequent stages????
Removing Organisation for B2c mapping and uploading Files
Hi, When mapping an upload with no organization, how would you upload the file without an organization? I'm also a B2C seller; surely this should be turned off for B2C uploads? If not, what would you use instead? #mapping
Can I remove “organization” from our Pipedrive?
We are a serviced base company (gutters) and all of our leads or contacts will be residential customer. I would like to avoid any extra steps and added confusion and just have the customer contact info, job info, and not have organization listed. thanks!
Does anyone use Pipedrive to manage customer service in insurance B2C?
Does anyone use Pipedrive to manage customer service in insurance B2C?
On Deal List View We Need A Wrap Functionality for Data Field Titles
Titles sometimes are much longer than the data in those fields. Just like Excel, you need to have a wrap function so it expands the width of the Title Row, so you can shrink the size of the columns on full page view without scrolling to the right to get all fields on the screen at once!
Multiple Pipedrive work flows with separate or unique Detail fields
Hi Pipedrivers. I'm trying to run 2 brands from the one instance of PD. I'm wanting to capture different information that is relevant to those brands. Currently I have to separate instanced of PD and its effecting our ability to cross sell / capture client data. I'm wanting to combine instances, but under separate…
Automation with different paths
Hey guys, how are you? I've been studying for a few days and I've been having trouble finding an automation that allows me to choose different funnels by selecting a custom field as a trigger. Can someone help me?

Custom Fields

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