Custom Fields

Connect custom field to multiple objects?
I want to create a custom field, for example "referral". I want to add this field primary to "Organization" and secondoy to contact. Is this possible? So for example, when i enter any information to this field in organization, this information (or field) should also be shown in contact without filling it again.
Ability to rank values in multiple option custom field
We have a multiple option custom field on our pipedrive organizations that we use to record different software solutions that our clients use. We would like to be able to rank the values in this multiple option field i.e. the providers each of our clients use the most.
Custom Fields in Email Template URL
I want enter Custom Fields into an email template URL. Ex. www.example.com?cost={{ cost }}&note= {{ notes }} How do I do this?
Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
Addition with individual activities types in a formula field
Hi, Im looking to count how many certain activities (custom activity) have been carried out along with duration so i can subtract it from a total hours figure to work out how many hours are left for a client/deal. Does anyone know if this is possible and how you would implement it into pipedrive. Any guidance would be…
Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
Grouping Of Fields
I'd like to suggest a missing feature, that I'm sure many like myself, deem critical in the long term. We need to be able to group custom data fields. There is zero point in a CRM that isn't able to effectively store data as needed, and a list of 50 custom fields in a bar on the side, with no grouping just doesn't make…
Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
Dependencies in custom fields
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
Custom fields - ERROR - "Required" must be in "Add view"
Hi, when I check that some field is „Required“, eventhough it is required in the later stage of the sales process, it can`t be unchecked from the „Add view“. This makes the add view quiete messy with a long list of fields, which are not requiered at the moment of adding a new deal. Thanks for looking into it!
Is there any possibilty to get the bulk organization using id's
I want to get the organization with custom fields as a bulk by passing array of Id or name. If it's not possible, then is there any way to get the organization custom fields through PERSON API. Because in a related_objects, I can see the organization detail without custom fields
Import from Spreadsheet: Adding values to multi option fields instead of replacing them
We are regularly doing webinars and sending out postal mailings to our customers and leads. For that, we have custom multi option fields so we can label who took part in an event or received a mailing. The problem is, once I import an Excel list that says, person A received Mailing XY, then the previous value of the field…
How do I create a unique URL inside of an email template using deal ID or some other reference?
Hi Pipedrive Community, I am trying to create a unique URL inside of an email template that contains the deal ID or some other unique ID. From others I have taken the approach of having it start as plain text and when it sends it will become a link. (Although even this workaround may not work in all email clients) I can…
How can I create a custom trigger in Pipedrive to trigger automations?
I would like to create a custom trigger which would then send emails various timelines once a parcel is delivered to a contact. How do I do this?
Dynamic Fields in Custom HTML Email Campaign Templates
Hi, I'm trying to embed some custom fields (i.e. contact first name, organisation name, etc) in the code of my custom HTML email campaign template. It keeps showing me the raw html though. Is this possible within Pipedrive? Hope someone can help me to solve this issue:)
Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
[Closed] Activities research on customization & prioritization: Looking to speak with customers
EDIT: Thank you for a great response in such a short period of time. We will close the research for now as we've gotten a good number of research interviews booked, but feel free to leave a comment on this post if these two topics resonate with you. Hello Pipedrive community members! 👋 We have an exciting opportunity for…
Tracking consultant placements
Hi, I'm at a design agency that both do bigger projects but also rent out individual consultants. I'd like to track the consultants and know when their placement ends. Ideally when we receive a request for a consultant we'd have them all in pipedrive (sort of like products) and then you can add a consultant to a potential…
Won + open subscription revenue deals feeding into revenue forecasting
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
Text Formula Fields
It s great that we now have formulas for numeric and monetary fields. I would like to be able to use formulas for text fields, to concatenate strings and build URLs. My motivation for this request is the following: Let's say, I want to see if company x has linkedIn ads. And I have stored their linkedIn Url in Pipedrive. I…
Import a Person Custom Field
Hi, I have created a custom field in my deal with the names of the referees. I created this field to be a Person type field. Now, I want to update this deal referee field with an import via spreadsheet but even with the same name as in the pipedrive system, the system is creating a new person. I want Pipedrive to use the…
Products to deals with Direct cost / gross margin
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
New feature: Read-only fields 🔎
What: You can now make custom field data visible to users without them being able to edit it For whom: Companies on Professional or higher plans When: Rolling out gradually to all regions between August and September 2023 You can learn all about it in our Knowledge Base article here.
Allow the use of SYSTEM FIELDS in e-mail templates
Hello, it would be really great to have the possibility to use SYSTEM FIELDS in e-mail templates and other places. I'm talking here about fields like Deal ID. It is currently sort of possible by using automation and custom fields (on deal creation update our custom field with the real Deal ID and then use the custom field…
Need to identify document attached to deal
I need to identify certain documents inside a deal. Like: Drivers License, Signed Contract, Insurance certificate, etc. Pipedrive by default allows me to upload files but beyond the description I cannot select what type of document it belongs to. I need to have this identified to later send through an integration to the…
Exporting the options from a custom field with a multiple option checkbox
We have a custom field with a multiple options checkbox containing about 100 options. Is there a way to export the list of options from the custom field? Also: There are duplicates on the list. If I delete the duplicates from the list will the data be deleted from the historical records that chose the duplicate field, or…
Document Mail Merge
Hi All, We run a 'mail merge' from Pipedrive that output a series of 'fields' into a Word document. Recently this has taken an age (36 hours yesterday !). Has anybody else out there experienced a similar issue and able to offer a potential solution please ? Regards, CL
Have tabs for the fields in the Deal Page
Be able to allocate the fields within the left hand column in a Deal to be categorised and then the left hand column can be tabbed so you can have several shorter lists of info rather than 1 long list as it currently is.
Organising Data Fields in Pipedrive to make it Easier to Find the Correct Info and Improve User Expe
Problem: Lots of data fields; no ability to organise them into sections with headings etc I would like to have the ability to group specific data fields together and add a heading/ sections. WHY? because I find that when there are several data fields including custom fields, I spend too long trying to find the field I'm…
Read-only custom fields
We have custom field for persons in Pipedrive that indicate their subscription status in mailchimp. This field is automatically updated using the API. I wish I could mark the field as read-only for users so that it can only be updated using the API and not modified by accident by users.

Custom Fields

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