Custom Fields

Create Deal Summary / Abstract - For Management Reviews / Approvals
I'm interested in creating a "deal summary or abstract" with the primary terms of the deal that are needed for review and consideration as part of the approval....management wants only certain data, not the entire deal history...and adding a custom checkbox option for approved / rejected / arrange meeting (or even an open…
Quotes and invoicing tool
Hello Pipedrive! My consultation is pretty straight forward. It would be great to have a tool that helps us create costs and budgets with all the information that we have already included in our database. In other words, several tools in one. One that can help us to prepare costs (using templates), another that would…
“Custom fit Pipedrive to your business needs” webinar Q&A. Unanswered questions
Hi dear Pipedrivers! Many thanks to all of you who were able to join James Campbell and Tonya Kilgore at the webinar last Tuesday. Today we are happy to let you know, that Tonya and our greatest Product team have finished answering your questions, that we didn’t have time for at the webinar. Find the Questions & Answers…
Are calculated fields anywhere on the roadmap?
Would love to know if calculated fields is on the list for product. Thanks!
Different Pipelines - same details
I have four different Pipelines to reflect our income streams. However, whilst I can customise each Pipeline flow I need to change the details section to reflect each pipeline requirement as opposed to the same preset details on each Pipeline. Any advice?
📽️ Webinar | Custom-fit Pipedrive to suit your business’ needs | September 7, 2021
Register now 📍 | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive to…
Postal Address under Person
I can neither delete this field in Pipedrive nor can I access it in Zapier to write data to this field. As a result, I have to create another Address field which I have to use to write to via Zapier.
Mandatory category product
Hi all, is it possible to set the category of a product as required? i have the pro Plan. Thanks Andrea
파이프드라이브 가이드: 사용자 지정 필드로 필터 검색하여 엑셀로 내려받기
질문: 사용자 지정 필드를 포함한 인사이트 리포트 생성하는 대신, 해당 거래만 엑셀로 내려받기 하려면 어떻게 하나요. 답변 사용자 지정 필드에 접근하는 인사이트 리포트는 프로페셔널 플랜에서만 가능합니다. (이 문서 참고하세요.) 프로페셔널 플랜으로 업그레이드 하는 대신, 사용자 지정 필드값에 따라 거래를 필터링해서 엑셀 파일로 내려받으려면 다음과 같이 진행하세요. * 원하는 필터 생성 * 해당 필터를 파이프드라이브 '목록 뷰'에서 실행 * 필터 결과를 엑셀 파일로 내보내기 상세예시 예를 들어. 'membership' 이라는 사용자 지정 필드를 생성하여 다음과 같은 값중…
Automated calculations using field-values in email templates?
It would be a great feature to make it possible to create automated calculations using field-values from the deal in the email templates. In this way we can faster and safer send out offers to ours customers - saving time and minimizing risk of errors! :D
Separate name field in web forms into "first name" and "last name"
Hello, I'm trying to make web forms, but I don't see my fields for a person's "first name" and "last name", it is only showing me "name". We would like to have it separated because sometimes it creates funny names with our database, for example, when a person types two first names it doesn't split them correctly. Thanks
Utilizing Pipedrive as a customer CRM
I am new to Pipedrive and am wondering how it works as a complete customer CRM. I would like to go into a "Clients Account" and view all interactions / deals in one account and manage the client relationship. The only thing I can find is to manage the client relationships by deal versus having one CRM account. Am I missing…
Custom Fields with Secondary Drop Down Options
Hi All, Does anyone know of a solution to create multiple layers of single select options in the custom fields. e.g. I select "Outbound Marketing" in a Custom field called Source. Once I select this a second custom field called Secondary Source gives me the choice of Email, Linkedin, Cold Call, etc. But if I select a…
Filter on company , see turnover belonging to this company's
@Mike van der Valk could you please get back to me on the following. As you can see in the image below i have made a filter field names Oude Klant. Hereby i can filter to see witch costumers belonged to my collegae and are now linked to my name. I can't find the option in PipeDrive to see the turnover that belonged to this…
Duplicates & Custom Fields
Hi, can you help me? I'm a life Insurance agent. I have upload 8k of my contacts ( husband & wife ) in my Contact in Pipedrive? [ https://scrnli.com/5cHi18e1EtskmU ] Now I have over 12k in contacts I don't know what to do? Also, I would like the Full name Instead of the contact and not the First Name / Last Name Spilt. […
Omzet cijfers van een specifieke groep klanten willen inzien, hoe doe je dat?
Goede middag, Al enige tijd gebruiker van PipeDrive. Maar nu vanuit nieuwe rol opzoek naar nog meer data. Vraagstuk: ik wil van een groep klanten hun omzet zien. Waar kan ik dit in PipeDrive vinden. Vervolg stap is dat ik de omzetten van 2020 met 2021 wil vergelijk en zo groei-krimp wil laten zien. Deze groep klanten…
Suggestion: New Data Field of a Button
An option to add a data field of a button where we can insert a link using dynamic fields behind it.
Property cards in Pipedrive?! (Real Estate)
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
New Default Fields for contacts
Hi @Manuel Oliveira Today i’ve noticed that Pipedrive added new Person Default Fields… (ofcourse after a dozen phone calls from my sales reps asking "why did you do that?" - had to do some explaining there that it wasn't me ;-) ) I know that adding those (and aspecialy as Default) had some deeper meaning, but it would be…
How to integrate a DSGVO (GDPR) checkbox into a "leadbooster" webform?
How can one add a check-box for EU data security compliance to the "Leadbooster" Wobforms? I can not find the option. Example below including the needed embebed link to data statement.
Tracking zoom attendee lists in PD in a custom field
Hi PD Community, We run learning sessions where our members can register for a learning session with other members of our community. We ask that attendees register, and from there we track which learning session they attend. It helps to understand which sessions are most useful for them, what they find interesting and…
Add custom fields to products within deals
Hi! I would like to add a custom field to a product within deals (per deal). Is that possible? Or anyone that found a workaround?
New: Create cards, lists and boards in Trello from Pipedrive using Workflow Automation ⚙️ 🗒
What? We’ve made some major updates in the Pipedrive Trello integration to streamline your work processes within both tools: * Create cards, lists and boards in Trello from Pipedrive using Workflow Automation * Use Trello-related templates in Pipedrive Workflow Automation * Choose which Pipedrive fields to display under…
How to list PEOPLE associated with an Organizational search ...
We do not enter email addresses for organizations, only people. How can I do an "organization" type search or filter in PD and have it show me PEOPLE associated with those organizations? Example: We have a custom field for ORGANIZATIONS that denotes them as a new account. I would like to send a bulk email to those PEOPLE.…
Done activities on Bussiness opportunity card
Hi there!, I wrote with question about function that used to be available about 1-1,5 year ago and it turned out that it doesn't work. Activities that sticked to each Business Opportunity Card: they are planned for each day, and we ticked them as done. Previous: we planned acitivity 10.June, we done it that day, but we…
Volume pricing
Hi, I have a sales model that uses Volume Pricing eg 1 item costs $100; 20 items cost $90 each; 50 items cost $80 each, which makes quoting currently a very manual process. The usual way recomended to handle this is to create a separate product for each price level. Now, this would work nicely if I only had a few products,…
Multiple Deals Linked to a Head Contract
Hello, I was wondering if anyone has any experience with having a Multiple Deals Relevant to a Single Head Contract. For example we have a tender where there are 3 different locations (essentially seperate deals, as each location has a different value), but ideally we would have them all linked to a main head contract deal…
Turn Pipedrive list view into a Asana spreadsheet.
Hi all, We are working on www.touchapp.co to make Pipedrive workflows as fast as possible. Soon we are releasing the dynamic edit mode which turns Pipedrive deal or activity view into a dynamic spreadsheet. You can then tab and make edits to fields never having to point and click just like Asana. If anyone is interested in…
Keep old information in contacts
Hey there ! How do you keep information such as previous position & organization in Pipedrive for contacts? Thank you ☺️
Multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…

Custom Fields

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