Custom Fields

Checkboxes looses value when updating via api
When I update via api a custom field which contains checkboxes it looses previous values. Is there any other way to track all my lead magnets instead of creating a custom field for each one of them ? Maybe some events I can send to a api every time someone downloads a lead magnet ?
Import/Export leads
Hey pipedrive community, I am facing a problem. I am managing a campaign in France where I have imported all the leads / accounts (+8000) with a lot of related information including locality / department number. I want to create a pipeline for each department (county) and therefore integrate all the right accounts into the…
List of suppliers
We are an insurance brokerage (PI & D&O) who typically will source quotes from 5 or 6 underwriters, from a listing of about 20. We will then craft a solution for our clients consisting of 1-4 underwriters often layered to meet the clients needs. It can often get difficult to track who has been approached for a quote, who…
Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London
Como eu exporto as notas do pipe sem aparecer erros?
Estou extraindo alguns dados da base de dados mas aparecem assim no excel: "FAZER <div> </div> <div>Resgate RT TFN 23 - Liquidação: 01/02/2009 - Liquidação: 02/09/2009 RT Quatar - Liquidação:…
When I create a custom field, I cannot see it in the form I am building.
When I create a custom field, I cannot see it in the form I am building.
Hi i have a problem
jak zmienić pasek nawigacji ?
Custom data field not auto completing
My custom data field Organisaition 'Source' is not autocompleting when I create a lead, even though I have it set to that. Also I'm unable to amend or add this field to existing Leads Any ideas?
Hello, I would like to know, how to get a specific schedule in more that 1 email?
Hello, I would like to know, how to get a specific schedule in more that 1 email?
Is there a way to add multiple currencies to a deal?
I have a complicated setup regarding ownership of contacts (organisations+people). Looking for discu
Hi all! Attached you’ll find an illustration of how ownership of organisations and contacts is structured in our business development project. This is what I’m trying to map up in Pipedrive in the best possible way- in order to be able to utilise the software in all it’s features including overview, dashboards, reporting,…
Single option to multiple option
Hey! Is it possible to change a a customised data field that i have created from a single option to a multiple option one?
Sales and Marketing Pipeline alignment - looking for advice
We are aiming at reaching sales and marketing alignment in Pipedrive. For example we've built a marketing pipe to reflect the stages before a lead turns into a sales qualified one. Sometimes Pipedrive doesn't meet our needs in the marketing department though. I'm looking for fellow Pipedrivers who also work with a…
Missing Custom Fields
Hello, I just checked some of our Custom Fields and some of the data points are missing. This is very frustrating as we have partners who we categorize with this information and now we have to tag them, and then hope that the new tags stay this time. Is anyone else having this issue or something like it?
Programmatic calculations to custom fields
Looking for a developer to programmatically apply percentage calculations based on 1 of 3 different deal options, ie Product 1, Product 2, Product 3 with 'monetary type custom fields' in the deals table to calculate diminishing returns over 3 fixed terms and automatically populate the custom fields so that we can copy and…
Needed: "Activity Purpose" field in the Activities Table
For our app we need an additional field when logging an Activity. Knowing when someone makes a call, email, meeting, task, etc. is great, but without knowing the general purpose of that activity it makes the reporting kind of weak. We need an "Activity Purpose" field with a drop down list to choose from. That way we know…
Hey, We have some questions of how to tag existing customers in Pipdrive. How to build this segmenta
Need someone to make basic reports / dashboards
I sell. I need someone to create some simple reports. I have an IT background but I don't feel like learning the intricacies of the new Insights section of Pipedrive. So I am looking to hire someone to run some basic reports based on the custom fields I have created. I have the Legacy Gold Plan aka Advanced Plan if that…
Multiple site(s) for one company
Hi there all.... am i missing this, but where can i add mutiple sites for the same company? say for example head office is A but then they open a satellite office at B or a working site at C, how can i add these extra sites on? Thanks in advance
Google Sheets / Pipedrive connection
Hey ! Does anyone know if we can connect data we've got in Google Sheets in a deal ? Use case : My sales reporting is in Google Sheets and i want to connect "Quantity of products" of a specific deal to that reporting so my sales are linked to the deal. Thanks again for your help
Podrían agregar Linkedin Chat como una actividad.....? Can you add Linkedin Chat as an activity....
Podrían agregar Linkedin Chat como una actividad..... Can you add Linkedin Chat as an activity.....
Why aren't some of the flagged positions showing up on an imported excel spreadsheet that was create
I've uploaded numerous spreadsheets with records of professionals and business people that marks/identifies their position. I've also created a custom flag 'position' and matched it with the job title when I finish importing the file itself. However there's a raft of entries where the position is blank when I look through…
Searching by state
How can I search for companies by state or be able to create a view that has my region as I manage TX, OK. LA and AR. I come from a SalesForce user background and used the views and reports functionality a lot. Any help is appreciate as I am doing outbound prospecting. Thanks
Event invitation / event participation - how to manage
We use to invite people to some webinarsor other type of events. Some of those people partecipate, and some aother not. how we can manage this kind of information? As activities? We would like to have the chance to then target / call those people...
Looking for early users for Required fields feature
Hello all, Me and my team are looking for early users for Required fields feature. More info is to follow in this post, but if you are interested in having more control on what data is required to add deal/org/person, please leave a comment with your email here. Best regards, Kirill

Custom Fields

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