Custom Fields

Sorting by Custom Fields for Contact Reports
It would be beneficial to include a feature that allows users to sort Contact Reports based on Custom Fields. Currently, it appears that sorting is limited to a set of predetermined fields. By allowing users to sort by their Custom Fields, users would be able to tailor their reports more specifically to their unique needs,…
Webhook fail to Update deal Field
Hi guys, i'm trying to send a webhook from my customer.io to update a custom field in my deal. I've tried to do what's in this article: https://pipedrive.readme.io/docs/updating-custom-field-value#:~:text=and%20company_domain.-,PHP,-node.js And here's what i've done in customer webhook: And when I try to "send test" it…
Insert Field function change in email templates
Hi all, up until recently, when were sending out an email template from within a deal, the template would autofill the PERSON fields with the data from that deal. Now it has changed to the data from the email address contact. As an example, we are a car broker sending our client information out to a dealer. Now it's…
Identity Verification in Pipedrive
Hi there! I have been working with some businesses who need Identity Verification (E.g. passport, drivers licence) to be performed on their 'customers'. E.g. Crowd Funding platforms. Can't see any add-ons in the Pipedrive Marketplace that help with this, but it would seem to make a lot of sense? Does anyone else need…
Include Activity Note field in automation
I enjoy much the Pipedrive automation that users within my company get an 'automated email' when an activity has been assigned to them, it is a very useful feature. If you can only add the 'Activity Note' field as an available field to add to an automation, would really help out. See the picture below, I can include only…
Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
Colour coding Mapping Pins?
Hi, When looking at a pinned location and searching for nearby pins, it would be such a useful thing to be able to colour code the nearby pins based upon predefined criteria such as the following:- The last activity type (Visit/meeting) is over X days/month Account type (Key accounts get visits and non-key accounts don't)…
Insights sort by / view by Deals, custom address field
I'm trying to build a report that shows how many deals are being created for orders from different states using a custom Deals (address format) field that holds a google verified address. I just need a function that allows us to sort by the "State" or "Zipcode". I also tried the "Numeric" field with just a raw Zipcode and…
Expand automation merge fields for Projects
We recently set up an automation to create a Project when a Deal is won. I've been using the merge fields to generate background information on the account, which is very useful. However, you can only draw a limited amount of information from linked Organizations (mostly the Deal), such as name, address, etc. If it's…
Pin organization information in Projects
In Projects, you can currently see details associated with a linked Deal but not a linked Organization. (In the fields editor, you cannot pin Organization fields to the Projects view like you can with some Deal fields.) We use projects to track the post-sales process for new customers, so quick reference to organization…
Merged: Date Based Triggers for Automations
This discussion has been merged.
How to address target audiences based on specific themes which are not covered by filters?
Dear community, I got an Excel list of contacts divided into different thematic groups. The contacts are already in PD, but the Excel list is not an export from PD. Each group's topic is not based on a data field in PD and therefore I cannot filter the target audience by that topic. What is the best and most sustainable…
How to address target audiences based on specific themes which are not covered by filters?
Dear community, I got an Excel list of contacts divided into different thematic groups. The contacts are already in PD, but the Excel list is not an export from PD. Each group's topic is not based on a data field in PD and therefore I cannot filter the target audience by that topic. What is the best and most sustainable…
2-way relationships between Contacts
Hi @Roadmap Tech & @Customer Success teams, Declaring Company A as “Parent Org” to Company B automatically makes Company B its “Branch”. This is a 2-way relationship. This is cool! Here's my issue: Managers have Secretaries. I’m interested in having a 2-way relationship between Contact A and Contact B. So that when I…
Issue with transferring data from Deal to Project - multiple option field type
I've created a workflow to create a new Project based on a specific template when a sales Deal is closed Won. I've also created some custom fields in Deals and matching custom fields in Projects (field name / field type / options). When the workflow triggers, the Project is created, but only some of the custom data field…
Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
Bulk Change Custom Field Properties
Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
Merge Duplicates Functionality Proposed Improvement
New to the Pipedrive Community and found a proposed functionality improvement that the team here at TurnSignl would greatly value. Two things could be added to the 'Merge Duplicates' functionality that could great improve user experience. 1) Adding a 'Merge All' button 2) Allowing users to customize the fields that are…
Is there a way to send Email via automation from a custom field ?
I have set up follow up automated emails triggered from specific pipeline stages, these seem to be effective in keeping the deals moving. The problem I have is that you can only send emails to the default contact in the deal, I have other contacts associated with the deal with an email address in a custom field. is there a…
show me the zip!!
Please show the zip code in the address field. It's a chore to search the same address in Google just for the zip code.
Products Data in E-Mail
We have a customer who sends current prices of his products to dealers via e-mail. Unfortunately, you have failed to make the product data fields accessible in emails. Option 1: Show the products assigned to a deal Option 2: Search for a product and insert the data directly into the email.
Increasing the calculated fields' capabilities
The calculated field "automation" is very useful when trying to streamline entries of leads that need some sort of basic calculation for multiple fields. However, I can assume that a lot of companies use far more intense calculations for certain fields, usually monetary ones. It is both very difficult to copy a formula…
Capital letter in CUSTOM FIELDS
Hi PD developer team, would be nice to have an option to define text fields (not drop down or multiple option) to be save with Capital Letter, you can write "demotest" or "DeMOtESt" or whatever you want, at the end should show "DEMOTEST". Many users write person or company names as they want and databases are a totally…
How do I create this type of field?
How do I create this type of field?
Dynamic Attachments
We are using Pipedrive automations for communicate clients about servicing process, means that depends on stage it should send an email with PIX or bank billet information. The problem is that we can't attach a PDF or image dynamically with a QRcode for example once it is only possible to create templates with dynamic text…
Sort of the Fields when you create an Organization, Person or Deal.
When you create an Organization, a Person or a Deal, the Creation Menu offers the fields in a certain sort, but randomly. It would be nice to be able to choose the sort in which we want them to be displayed in the creation menu. And regardless of whether the fields are default or custom.
Translation Module for Custom Fields
We have been using Pipedrive for a very long time and are now facing the problem of adapting the CRM system to the international branches of our company. What exactly is this about? - Let me explain. We use a lot of custom fields written in our native language, but having a branch in Germany, we do not have the ability to…
Tips for account management. Delivered hardware to customer.
Hi, We are an IT-comapany and sometimes (usually) hardware is included in our deliveries. This can be servers, desktops etc. At the moment we are using excel for keeping track of which hardware is delivered to the customers, when it was delivered, expected end of support, end of life, support agreements and of course, when…
Use "Bulk Edit" to Create Activities Against Organisations or Contacts
I would love to have the ability to select multiple Organisations or Contacts & then use Bulk Editing to create an Activity again each of those selected items. Can this be done? Are there any plans to enable this?
For a residential real estate brokerage firm, where would you organize properties?

Custom Fields

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