Custom Fields

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
Append to custom field using automation/workflow
Does anyone know how I can append data from a Deal custom field to a Person and Org company fields using a workflow or automation process? I have the same custom field across Deal, Person and Org records and when a new Deal is created and the custom field updated, I want the value(s) to append to the Person and Org record…
Custom fields are REALLY a double cost for my subscription?
I'm unhappy to discover that reporting on custom fields is 'Professional' plan only? Professionals features seem aimed at teams... But custom fields are a go-to solution for many - frankly - missing fields in Pipedrive, which relate to businesses of any size, including solo freelancers (like me). It's annoying to have to…
No end point for contact address
Hi, So I'm trying to use Zapier to import contact/activity details from Acuity Scheduling. But for some unknown reason I'm told it's not possible to import a contacts' address. Seems crazy to me that you can get name, email address and phone details but a physical address is a no no... Anyone have a work around? The main…
I have multiple customer (people) in Pipedrive, and multiple sales. I would like to map (and regis
I have multiple customer (people) in Pipedrive, and multiple sales. I would like to map (and register) the "knowledge level" of the relationship between each person and each sales. We can define just 2 level of knowledge. (personal level - professional level). Imagine 3 sales person, sales person X, salesperson Y,…
In Brazil the company ID is the CNPJ field. He is fundamental to do Negotiations here. Pipedrive doe
In Brazil the company ID is the CNPJ field. He is fundamental to do Negotiations here. Pipedrive does not have this field yet. Are there any plans to develop it?
Päivämäärän muoto
Hei! Voiko päivämäärää muotoilla itse? Lähetämme asiakkaille sähköpostilla vahvistuksia, jotka sisältävät sovittuja päivämääriä. Nyt ne näyttävät hieman kummallisilta, esim. 13. touko 2020. Voiko tuota jostain muuttaa niin, että se olisi esim. 13. toukokuu 2020 tai 13.05.2020?
Possible to use Mixmax for email targeting by custom Contact tags / segments?
I'm looking to improve our company's ability to target Pipedrive contacts based on the segments we've identified (such as SQL, MQL, Customer, Evangelist, etc.). How are folks using the Mixmax integration to achieve this? Any suggestions?
Zapier - Updated Person / Find Person & Custom Fields
I'm trying to make a zap that updates another system when a contact us updated in Pipedrive. A crucial component is grabbing data from the custom field on the person. Is this possible? I don't seem to be getting my custom field via Zapier.
how can i assign customised probablity criteria . based on specific set of questions answered a prob
how can i assign customised probablity criteria . based on specific set of questions answered a probablity score is assigned
Is it possible to link custom deal field with a people field?
I was wondering if it is possible to link a custom field within "Deals" and a field under "People". I am trying to set up our deals so that when our sales reps look at the details of a deal the customer's contact information is also visible along with all the other fields. I was wondering if I can set up a custom field…
Add deal profitability or margin instead of only deal value.
Is there a way how to add deal profitability or margin instead only deal value.
New System Generated Person Fields
All of a sudden I see 5 new fields in the Person sidebar that were never there and I cannot seem to control. * Notes * Birthday * Job title * Postal address * Instant messenger Am I losing my mind and did I completely forget how to NOT show these in the sidebar - or am I missing something.
custom fields in email template
How do you add custom fields in a new email template? i.e. I want to setup an automated email "thank you" to the client when they place an order and follow the steps in "deals", once the deal is WON, I want to add an automated email thank you to go out. Thanks in advance for the help.
Hi how can I transform a field I add from numeric to monetary? in the settings I can not find the w

Custom Fields

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