Custom Fields

Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
Activity management
Is there anyway to attach multiple deals to a single activity? I Often have multiples deals with the same customer that need to be managed seperatly, but the follow up can be done at the same time. Also as a suggestion, adding a task status would be nice or even an option to add custom fields to a task.
Help me out of you will, Seasonal Sales cycle tracking
We may need to add a custom deal details field to identify in which calendar year the work will be performed for reporting purposes in Insights. This is because we often create deals in one year that will be performed in the following year and our business and sales efforts are seasonal. We would typically create a…
Different type of 'People'
Just beginning to use Pipedrive so excuse asking such a basis question but our organisation has 2 types of 'people'. One that are associated with Organisations, but also people that we deal with B2C and need to collect more relevant personal information from them. Whats the best way to set these are on Pipedrive?
Why have the email and phone fields in the report columns been removed?
In the new version of PipeDrive the phone and email fields of the contact are no longer available to include in the columns of the reports, without these custom columns, the exported lists are no longer being submitted for re-engagement actions or activation of inactive base because of removing these fields.
Multiple contacts for our Customer success team post winning
so we just brought our account managers/customer success team. they use pipedrive to make filters etc for their work. one of the things they do is they add persons to contacts and tie them to organization for who they deal with. The problem is is that sometimes' their person is different than who we talked to during the…
Tracking Upsell business VS New Business
Hi Community. I'm looking for help on how to track Upsell vs New Business growth. First questions is how to log this in pipedrive effectively? Second questions is how do I create reports for this? For example I want to see how much our business has grown from new business customers and how much it has grown from upsell…
How do I keep Regular Users from seeing specific deals in a Pipeline?
Any tips would be helpful.
Check box fields in Leadbooster.
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
Data Validation by Stage
Hi All, Does anyone know if it's possible / how to implement field data validation based on a deal moving to a specific stage of a pipeline. For example, if I add a custom person field to an organisation, how could I ensure that the email address for that custom person object is populated when it moves to a specific stage.…
Privacy Policy Forms Check Box and Mailigen Integration
Because of current EU data privacy laws, your web forms MUST have a privacy policy check box option in them, otherwise no EU clients can really legally use them. Much less want to pay for as an extra service? This is really frustrating because it forces us to custom build this with a 3rd party forms plugin in order to be…
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to
We would like to have the possibility to search by the Deal ID, which ensures direct traceability to the exact deal with wish to update. We have made a full extract of all company deals so that we can clean up old deals left by past employees or that are no longer in line with company sales strategy. Today we can search by…
Mandatory and Important fields should stay active when the deal is won because some fields must be f
Mandatory and Important fields should stay active when the deal is won because some fields must be filled-up once the deal is won and not before
Best Practice with Suffixes
Hello all, I am migrating a large set of data to Pipedrive and, ideally, would like to map suffixes to their own field rather than include them with their respective name. This will ease future reconciliations and mitigate the possibility of dupes being created. My only concern with creating a custom field is the possibly…
Due date option
It possible to have more option in the due date field ?
Oder of the fields
Hi, I created a field "genre" for the contact person. I need it to know if the person is a "Mr" or "Ms". But I can't order it in the right way with the other fields because they are not customized like "Name". So I have the following order : Name Genre First name Which is not the right order, it makes sense : Genre Name…
Customized Client or Lead History field- for filtering
What is the best way in your opinion to keep track of a person's activity: signups for webinars, events, courses and so forth? The idea is to be able to perform a filter of people: who did what, who attended which event r paid for what course, and use that info for future marketing? I was thinking about trying to create a…
Add custom Organization field to Deal Title (using workflow automation)
Hi all, For my startup doing work for healthcare organizations, we have numerous deals per organization. It's therefore super important to have an overview in the Pipeline of what department the deal is about, not just the organization. I have managed to add the organization department to each Deal Title through wf…
option_id for multiple option custom field
hi! i have a customized field with multiple options. the field is updated automatically with an Integromat automation based on an external mailing system(landing page). I want to make sure the automation does not erase past data in this field, and instead- updates it. I need the option_id of the various options in the…
Is there a way to leverage custom fields in insights/reports?
Hey y'all, My VP of Growth is trying to get the custom fields he made into a report but it doesn't seem to be possible. Any idea of it's a missing feature (if so, when is it coming?) or something we're missing? Thanks in advance!
Dynamically calculated due dates for activities
Hi PD community, I'm looking for an advanced way to define due dates. Currently we have either static due dates (e.g. 7 days after creation) or dynamic due dates based on the exact value inside a deal custom field. We have a couple of use cases where we want to define the due date based on the date inside a custom deal…
Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show de
Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show deal custom fields in leads if available.
Leads Inbox gets Custom Fields in all plans 🛠️ ✅
The most asked-for addition to Leads is here: Custom Fields! It's live for all Pipedrive plans starting today (September 21st, 2020). 🤔 How does it work? * Create custom fields for Leads in Settings > Company > Data Fields > Lead/Deal * Add, change or delete the values in the fields * Editable types of custom fields (for…
Run query / filter on recorded calls
Can I ran a query with a filter on recorded calls. For example # recorded calls/ month (or month to date)
Need to be able to change columns in Leads Inbox.
I understand you're working on this since the Leads Inbox is still Beta. However I'd appreciate if you can speed this up as I can see this has not been resolved in at least six months from looking into previous posts by other users. Thanks,
אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
Make hovercards customisable & clickable
(the ones shown here: Deal, Org, Person hovercards) https://support.pipedrive.com/hc/en-us/articles/360000106249-Detail-View#C1 For instance it'd really help me if I could have a person's Job Title in their hovercards. It'd be nice too if clicking their email address took you straight to the email editor.

Custom Fields

Discussion List