Custom Fields

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
Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
Custom fields
How can I best handle it when I want a custom field available to me at each record level no matter which record type I create first. For example - email address custom field - I create an org - no person, no deal available. Then later on I get a person that I link to that organization. And maybe a deal later on. I want to…
Managing Referral Information
Hello everyone, I'm working with a client that has a roofing company and they go door to door at times to sell to customers. They offer a rebate or incentive for referrals from one client to another and I'm trying to see how everyone manages this in pipedrive? Of course we can do simple notes but, I'm hoping someone has a…
Is there a way to score leads based on behavior on website ?
Hey! Wondering if there is a way for me to score leads based on the pages people have visited on my website. I would like to have an action or have the lead earn points as they browse through my website. The points would then reflect on the properties of the leads in Pipedrive. Is there a way to make this work using only…
Customization for Mortgage Lender
I need the Leads to be my Private Lenders and that needs different information than a Deal. The Deals need to be the Home Loan and Borrower Information. The product is my fees for Underwriting, Processing, Doc Prep and a percentage of the loan amount for placing it with one of my Private Investors. Can this software do…
New default field: country (list of country ISOs)
We identify our client's location to better qualify them and offer them a better service. For this, we're using a free text field "Country ISO" at the moment. This brings different results - as we do not have a pre-existing list of countries and their ISO2's at hand, the entries may be GBR or GB, or US or USA. A dropdown…
Mandatory Fields
Hi, Would be helpful if we set mandatory fields or requirement for any custom field we create. Say for instance, tagging a custom field for each required information a Sales person won't be able to move a deal from 1 stage to another if the mandatory fields are not filled out. Your thoughts?

Custom Fields

Discussion List