Custom Fields

Looking for inbound/outbound pipeline workflows & best practices.
Hi all, Hope this will resonate with some of you and get a discussion going. I'm very much interested about recommendations and tips regarding the best/most efficient way to handle inbound and outbound leads and deals on Pipedrive. More specifically, how to accurately track inbound vs outbound performance all along the…
is pipedrive support unique text custom field ?
I want to add subdomain in organisation which is unique for every organisation, can it be possible ?
Encrypted password field
Referral Program (in-house) @Pipedrive Admin @Pipedrive Integration User @Emma Markey We will develop our own RP, however the main database would be Pipedrive. Our questions on this : a. If we create two custom fields including user id and password (for RP), can we have the password display as an ENCRYPTED field in…
System Fields (Activities Done)
Hi, On my contacts > organisation screen I would love to see how many activities have been done so far. I see there is a system field (and API key for this). How do I transfer this into my main data fields tab so I can see this on my main screen? Great product. Thanks, Lloyd
How do you use Pipedrive?
I would be very curious to see how some of you fellow construction companies have your pipeline(s) built out, and what are some of the automations/custom fields you use for your sales and work fulfillment process. If anyone can reach out, we would be very grateful for your time. Would love to bounce some ideas off…
REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
Person login ability to update data
Could we use the PD database to store user profiles in the contacts, and allow the users via some APA interface, to log in and update their data/person record?
Personalizar campos de dados = CNPJ
Criei o campo, porem ao cadastrar um CNPJ ele assume outro valor quando salvo a organização criada. Como resolver este impasse??
Is there any way to automate a workflow for Labels
When an Organisation updates or changes a label, can the contacts in the Organisation also be updated to have the same label as an automation? I cannot see how to make this automation work. Thanks
IT Resellers / VAR Companies using Pipedrive
I am prototyping a solution that integrates with Pipedrive to make managing deal registration and renewals easier. I wanted to collaborate or just get 15 min of feedback on what I have built thus far from a few experienced IT channel resellers who have in the trenches experience with the fun of managing deal reg and…
For an offer, how to retrieve the details of each product?
Hi Everyone, I am taking the liberty of writing to you because I am encountering a problem. For an offer, how to retrieve the details of each product? in terms of quantity and amount because only the global result is specified there thank you for your time Nicolas
Calculate "Non-Subscription Churn" in Pipedrive?
We are a web design agency and most of the work we do are non-subscription based services (one-off projects). Is there a way to calculate the "non-subscription churn" rate in PipeDrive? Are you getting this data in any other ways? I know PipeDrive has got churn rate calculations for subscription products but I am trying to…
Change the order of Customized fields in the sidebar
As the administrator, there should be a way of globally changing the order of customized fields in the sidebar. I can see how to do that for one record but obviously I'd like to have the ability to do it for all in one operation. I have 16,000 organization records :-)
how to sort people by interests
Impossible to use contact tags in workflow automation ?
Hi, I would like to use tags in my workflow automation : for instance update a field if the contact has a specific tag, and update it if the contact has not anymore this tag... It there a way to do it ? or do i have to use Zapier ? Thanks Jean
Anomalia nome azienda
Buongiorno a tutti, oggi ho importato su Pipedrive da un file Excel alcuni contatti e mi ritrovo con una cosa molto strana. All'interno del campo nome azienda trovo un valore (valore corretto) ma se ci passo sopra con il mouse il nome che vedo è totalmente sbagliato. Ho allegato anche un'immagine esplicativa. Il grosso…
Dropdown Menu for Industry
I need to create a set of Dropdown menu options for the Industry field. However I go to Edit that field, there is no option for me to create a set of dropdown options. Please guide me how to create Dropdown Menu items under the Industry field.
In Email Template, add custom fields inside link, as image.
In Email Template, add custom fields inside link, as image.
파이프드라이브 가이드: 인사이트 보고서에서 오류 '이 보고서에는 프로페셔녈 플랜 전용 사용자 지정 필드를 포함합니다'
질문: 인사이트 보고서에서 다음과 같은 에러가 납니다. 어떻게 해야 하나요. 이 보고서에는 프로페셔널 플랜 전용 사용자 지정 필드를 포함합니다. 답변: 인사이트 보고서에서 '사용자 지정 필드'를 사용하려면 '프로페셔널 플랜'으로 업그레이드 해야 합니다. 2021-09-01 업데이트 * 사용자 지정 필드를 접근하는 인사이트 보고서는 프로페셔널 플랜에서만 가능합니다. * 사용자 지정 필드에 접근하는 필터의 경우, 프로페셔널 버전이 아니어도 사용 가능합니다. 자세한 내용은 여기를 참고하세요.
Insights is upsetting!
Having significant issues understanding the insights tool. What fields count as custom and can be displayed in the insights tool? Why when I have fields that do the same thing some show up and some dont? Why is this tool so hard to manipulate? As a partner, this is the first part of the tool I have struggled with.
Wordpress Custom Forms --> Pipedrive Leads
I have custom forms on my wordpress website. Would like two things to happen: * content from form is populated in "leads" tab of the Pipedrive dashboard * All content from custom fields on form is populated (name, phone, company/org, role, etc. Right now, wordpress is linked to pipedrive using contact form 7. When we fill…
Field Mapping
I'd like to see as many data fields available for mapping and integrating as possible. For instance, webforms newest update opened up more available data, like Expected Close Date. That was a big one for me since I was using a custom field to capture the event dates then add that date to the Expected Close Date. With…
When do you create a deal? (with sales automation)
Hey everyone, tough question I have. My consultant that helps me with sales automation strongly advice to create a deal when the prospect is interested to know more about our solution and not before. Then prospects status before is managed under a custom field which means no pipedrive reports but a 3rd party integration.…
Survey option Pipedrive
Hi Pipedrive, It's almost the end of the year and we are going to start asking our clients for feedback. We want to administrate this information in Pipedrive. Does anyone has a good suggestion for a survey tool connected with Pipedrive?
Lead source and tracking
I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc. I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc. It's more like nested sources…
Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
Force Required Fields
can you force required fields on? I can only seem to make it important

Custom Fields

Discussion List