Custom Fields

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?
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…

Custom Fields

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