Custom Fields

How do I make the "System fields" available to be edited when creating a deal or a contact?
How do I make the "System fields" available to be edited when creating a deal or a contact?
Product related custom field when adding product to a deal
Hi guys, I am considering Pipedrive for my media company but I don't think it can answer a specific need: I need to add a specific product to a deal but need to be able to set a parameter for that specific product when adding it. For example: I have a product called Full Page. When adding the Full page product to a deal I…
파이프드라이브 가이드: 커스텀 데이터 필드는 어떻게 추가하나요?
질문: 커스텀 데이터 필드는 어떻게 추가하며, 어떻게 사용할 수 있나요? 답변: 파이프드라이브 '데이터 필드' 설정에서 커스텀 필드를 추가 및 삭제하실 수 있습니다. 알아두면 좋은 내용: * 커스텀 필드에는 다양한 데이터 타입이 있습니다. * 모으고자 하는 데이터의 유형에 맞춰 필드 유형을 설정하시면 좀더 양질의 데이터를 모으실 수 있습니다! < 커스텀 필드 추가하기 > 파이프드라이브 '개인 환경 설정' -> '데이터 필드' 를 클릭합니다. (주의: '데이터 필드' 탭이 보이지 않을 경우, 관리자에게 권한을 요청해야 합니다) 데이터 필드 우측 상단의 '사용자 지정 필드…
Moving a custom field from one data entity to another (organisation to deal)
Hi, I'd like to move one custom field that now is tied to the organisation data entity to the deal entity. Is it possible to do it in some automatic or semi-automatic way? thanks!
Compulsory Fields when winning a deal
Hi All, Is there a way that you can add compulsory fields to be completed before winning a deal on Pipedrive? We are struggling with our sales team to complete certain fields and we sync these contacts to our Mailchimp audiences for marketing and notification emails, and need to ensure that for instance: contact info Email…
Problem with automatic field mapping for excel data imports
Hey there, I regularly have to update deal information or create new deals via an excel spreadsheet and the data import function. When I start the upload wizard, Pipedrive automatically maps most of the fields to the correct pipedrive data field. However, I struggle to get Pipedrive to map the "Pipedrive System ID (Deal)"…
How to filter TEXT Custom Fields in INSIGHT REPORTS. When will this be available?
How to filter TEXT Custom Fields in INSIGHT REPORTS. When will this be available? When can we expect this to work?
Asking for advice - Is there a way of storing more customer information without overpopulating the s
Looking for a way of storing more customer information as we require too many fields for the side panel (70 inputs), is anybody using a third party plugin or know a way of only showing sections in the side panel when at a relevant stage?
Automation of the workflow by organisational filter with emailing
I would like to create an email automation based on an organisation level filter such as "country" or "industry". Knowing that the email is a template created on Pipedrive for a dedicated industry. The organisations are already existing companies that are passive, I would like all contacts in the organisation to be…
segmenting customers
Hi I am evaluating Pipedrive and need to be able to segment customers. For Example, I will send a different type of email to a customer that is technical compared to one that is business orientated. and at times a customer will be both. Is there a way of doing this? My previous CRM let me add multiple tags that I could…
Feature Request: Dynamic Custom Fields
Use case for closing a sale and needing a custom field for my sales team. We have a specific requirement on our service and we want our sales team to have to mark Yes or No if they client has those requirements filled before they mark the deal Won. Thanks!
How do you check for mis-typed email addresses in leadbooster's web form?
How do you check for mis-typed email addresses in Leadbooster's web form? (before they hit "submit"). We just lost a $100K++ lead because of fat fingers...
Deal Workflows - No pre populated first name option available
i build workflows that are triggered by deal changes. First name, as autogenerated field, is only available if you work with person's details but not a deal. The same story when you build integrations thru Zapier: thru deal details only deal contact full name is available. Doesn't look personalized when your email contains…
API: Deleted deal stages not appearing in stay in pipeline stages from Deals
When a deal stage is deleted it is currently removed from the field stay_in_pipeline_stages. To track deal stage progression you must instead use the deal updates endpoint which is a massive log of events. Furthermore the information corresponding to the deleted deal stage is removed from the stages endpoint. It would be…
Add activites in bulk with date and start time
Hi, I need to import activities in bulk, in the column Activity - Due date I write the date and time like this: 2021-11-19 15:00:00 (That is how the column Activity - Due date shows when I export it and have date and start time) But when mapping the data it will only get the date but not the start time. I've tried every…
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

Custom Fields

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