Custom Fields

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
VAT number verification - Customs fileld - Organisation
Would it be possible to add VAT number as Organisation identifier with possibility to verify VAT number for EU countries? Or is there some adon app? Thank you
How do you use Pipedrive?
I live & work in the Kansas City area, I sell long-term care insurance as a Dave Ramsey endorsed local provider by phone serving a 4 state area... Kansas, Missouri, Oklahoma, & Arkansas. Since I get around 70 leads per month Pipedrive (PD) is terrific tool for tracking my lead communication, sales tracking, and client…
Group email / individualized recepient
I am wondering if you know if it is possible with Pipedrive in a group email to be sent, to have each email addressed to the specific recipient? For example, if the email is being sent to Jane Doe, can Pipedrive insert the name so it reads: Dear Jane?.
Custom fields settings page refresh
The custom fields settings page is now modernized and ready for future improvements ⚙️ This update is more visual then functional, but is setting us up for future improvements to the way custom fields work in Pipedrive. What has changed: * Design update * Important fields settings has merged into the custom fields settings…

Custom Fields

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