Custom Fields

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?
Is there any API function to retrieve Enum/Set Custom Field Values
Hello everyone , I noticed that when we retrieve a deal using the API endpoint /v1/deals/{id}, the returned dictionary includes the custom fields and their values. I can retrieve the keys of custom_fields using /v1/dealFields, but I'm having trouble finding an API function that can provide me with the list of custom field…
New Automation
Asked this question earlier to a Pipedrive representative and they suggest i post on here to get the feature upvoted: I have a custom field in my deals that states when a quotation is required by. Is it possible to have an automation that sends me an email a week before the quote is required and the day before to ensure I…
Help identifying the date a deal entered each individual deal stage.
Hello all. We have been trying to build our own external reporting system. For it to work we require to find out the date each of our deals entered each stage in our sales pipeline. PD have suggested its not possible to extract the data despite the information being stored on each individual deal and also available as a…
Stage Change field
Hi there, It would be incredibly helpful to have the stage change date as a field to be able to export. As of now you can only see the latest stage change date which is incredibly useless. For reporting reasons and to see the duration of the sales process, would be great to get the date each deal moved through each stage.…
[VIDEO] Custom field updates!
Hi everyone, I just published a new video sharing how to get started with custom fields in Pipedrive and showing off some of the new features including formula fields and how to customise fields per pipeline (great to finally have this feature!)
Use organization/person custom fields in conditions for Deal Automations
Hello pipedrive team, it would be a great addition, if we could use custom created fields in a person or an organization, for the automation of deals ("Deal updated", etc). Custom fields can be changed in the deal automation, but they cannot be accessed for conditions. At the moment only custom deal fields can be used for…
Google Data Studio
Hello Pipedrive Community! I am Menna from the Pipedrive team and trying to understand some of the main struggles you have when building reports using: * Deal and contact data * Product Data * Filter by custom fields (Contacts. products. ..etc) We are considering building a connector with Google Data Studio to satisfy some…
custom button with the option to fire a URL
Hi, a year ago i did a testdrive with pipedrive and i am pretty sure there was an option to easily add a button via custom fields. Was this just a dream? Is there an easy option to add a button to DEALS ? Thanks. marc
Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…
Can I add a new Activity category?
I would like to add a couple more than just the phone, task, email, meeting, and lunch. If not is there a way to create a subcategory to differentiate between specific meetings, emails, etc. Thank you in advance! Michele
Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
Optional data fields for different Pipelines
Hi, I have two different pipelines and made a lot of custom fields for my deals. For the deals in pipeline A, I need the custom fields 1 to 5 For my deals in pipeline B, I need the custom fields 6 to 10 Well when I create a new deal in pipeline A, pipedrive shows me all the custom fields 1 to 10 even though I only need 1…
Help, limit of 36 entries in "Payment Schedule"
Cannot add more than 36 entries in the "Payment Schedule" section inside a Deal. There's a way to increase that limit? 36 is too small, it represents only 3 years of payments, doesn't make any sense.
Deal Custom Fields Options
Hey. I have an issue with API custom field options in deals. I try to add ENUM custom fields to deals. And can't add correct options to fields. The system doesn't parse my options JSON string and add it as one option. What I mean, is see the screenshots: My request And What I have: Could you, please, help me? Where is the…
How do I send data to a custom field when creating a new person via API
I am adding persons from my backend to pipedrive using API, I'd like to understand how can I send data to custom fields I defined in the company setting
How can i delete useless information from my calander??? it wont let me delete anything
I did a merge, and its important a bunch of irrelevant data that is negating the usefullness of your system.. I can't seem to delete any of it.. and all research points to maybe I can not????? unless i delete my account and start again inputing it again mannually?? surely there has to be a way.. please help
Automatically update custom data (Deal)
Hi How to automatically update one custom data (Deal) coming from another custom data (Organization or Person) ? How to do that using Pipedrive Automation ? Thanks
Lead Dashboard Insights : Custom data from Organization & Contact
Hi, In the Report and Dasboard Insights section, how to pull up custom data from Person or Organization (example : turnover of the organization, size of the organization) and use these custom data as one filter in the Report ? Many thanks for your help Guil
Custom sections
It would be great to have the option to add custom sections which can be expanded/collapsed for the different record types. Adding lots of custom fields to a Person record can get extremely busy and not all fields are relevant for each user.
Showing Fields Based on Type of Org
As we roll out more usage of Pipedrive, and folks want to use Pipedrive to track more than just our typical customer base, we are looking at adding 4-5 new custom fields. These new fields would 1) make the list of Org fields in our Pipedrive even longer and 2) be confusing/irrelevant for the other types of Orgs we have in…
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Sales per state/country
Hi, In insights, is it possible to create a graphic that shows the number or deal value (total) per state and/or country? I think I can do it by adding a new custom data field (address) for "Lead/deal", but I don't want to add the address every time I create a new deal... Thank you! Martin
Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
Display Custom Field on Pipeline screen for deals
We have added a custom field to Deals (deal type) and it would be helpful to allow this field to be seen in the Pipeline view where all the deals are, so I can see what is coming down
Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…
Perform calculations in custom fields
I believe it would be extremely helpful to provide the ability to perform calculations in custom fields. This would be even more useful if you could report on these custom fields. ie...calculate commissions on project value or calculate profit margins etc. Thank you for the consideration!
If / then for custom fields
Hi, it would be great to have an if / then function for custom fields and labels I mark my contacts as clients and suppliers and I need different information and custom fields for those contacts. So it would be great to have a function like "if organisation has label client then make custom field A selectable" and "if…

Custom Fields

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