Custom Fields

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.
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…
How does Won Time account for timezones?
Hello, We have salespeople in both North America and Europe. When they mark a deal as Won, is the Won Time marked based on their timezone? For example, a European salesperson may mark a deal as Won at 1:00am on Wednesday, but to me it would be technically Won on Tuesday. How is this accounted for in Pipedrive? Thanks!
Customizing "standard data fields"
Can one change standard data fields, for example the Status field pre-set options? Under Customize data fields, it is not possible.
How to show or hide Pipedrive data fields per pipeline
I often get asked if you can show/hide fields on certain pipelines or at certain stages. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use. Set all your data fields to NOT display in the details view. Then go through each field and customise the…
Development suggestion
In our company we faced a difficulty when we lose deals. The problem is that we are the premium company in the market and our product usually has higher price compared to the competence. In that case we are very interested to understand what is the secondary reason for the costumer to choose a competitor since the primary…
Create a Tag or use several labels per contact
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
Custom Fields issue
Hi all, I was wondering if anyone else has come across this issue. I have created a custom field called Disqualification Reason and have a stage in my pipeline called Disqualified. I want to make this specific field required for only that specific Disqualified stage but the system also makes it required for the Closed Won…
momo import
Hubspotからの乗り換えを考えています。というか乗り換えます。 pipedriveの取引にあるmemoやアクティビティにExcelなどからインポートしたいのですが可能でしょうか？
🏆 🇮🇹 Success Stories: Why Pipedrive is recommended by a cybersecurity expert
https://pipedrive.hubs.vidyard.com/watch/U499t4m7RyMTAusLE5iPon?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. ICT and cybersecurity consultant @Marco Govoni helps serve the needs of medium to large businesses by finding the right cybersecurity and cloud solutions…
First Name & Last Name in Contacts
I would like to have First Name and Last Name in the contact details so we can personalise email campaigns. I cannot see a way of doing this but understandnthe feature is available ..... if you ask. We are Pro subscription. Can someone help?
Custom fields have reached the full capacity issue.
I have an issue while I created custom field I tried to remove an existing custom field and change the DataType of my field but still, I got the same error. so can you tell me How can I resolve this?
Custom Fields / Details
Greetings All! New Pipedrive user here. I am struggling with the fact that custom fields is a global setting that is reflected in all pipelines. Does anyone else have different business units/lines of business where you would want to track different deal information for different pipelines? Anyone have a work around for…
How to centrally document country-specific information and link it to applicable organisations?
Hi, I was wondering if anyone has found a way to document in-depth country-specific information, like demographics, market trends, etc.? I would like this country information to be automatically linked to organisation pages of companies located in that specific country. Like that, there is one central country page to…
MAPPING CUSTOM FIELD
Hello, it would be interesting to have the possibility to map the custom fields. Or Example CUSTOM FIELD = BUSINESS UNIT If I select the BUSINESS UNIT in the contact, it is automatically selected in the company and in the sales opportunity as well. It would be possible? Zoho CRM has been having such a feature for a long…

Custom Fields

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