Custom Fields

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?
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…
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…
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.
Unique Identifying Job Number for all new Deals and Projects
Hi all, my organisation has previously requested that Pipedrive add a section for job numbers. We assign a job number to every new client that follows them through our sales, installation and after care service. We're currently using an alternate software to create that job number but it would help us a lot if Pipedrive…
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…
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?
I'm a real estate agent just getting started with pipedrive and looking for advice.
I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's / buyer's closing attorney, home inspector, termite inspector, lender, etc. with deals. I started by adding fields under "organization" in deals but then realized that maybe I should be using "participants" for this. Any…
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

Custom Fields

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