-
Custom column names correspondance
Hello, I am importing my pipedrive data into a snowflake datawarehouse (using Stitch), and for the deals table, I get a huge number of custom columns (named like "A5D1A6F000D383C5AA91EBF7C8F55B53B77D0196"), and I don't find the corresponding name of those columns in the UI. Would you know where I can find this? Thanks a…
-
Unique data in Custom fields
Is there a solution for requiring a custom field data to be unique within PipeDrive? Example: Field= Quote #, I should only have one quote number per deal. How can entry of a new deal get flagged or not processed is someone is typing in a quote # already that PipeDrive field.
-
Managing referral partners as a mortgage broker
it seems the only way to manage the referrals given by a realtor is to create the realtor as an organization to see all the leads and deals in the reporting. is there another way since the organization does not have a marketing opt in. Do we have to create a people profile for the same realtor as well to market to them? if…
-
Cannot insert sender first name into email (templates)
We use templates with fields to prepare personalized (group) emails from our team to our contacts. In such templates, I'd like to insert a field for the senders' first name. Unfortunately, only the full name (as given in the personal preferences) is supported here. For emailing contacts we call by their first name, this…
-
e-signature customizations
Hi, We have below query for e-signature customizations which are available in below path: Company Settings>Tools and apps>Documents>Customization Query 1: Alignment of text in custom e-signature custom message: We have the option to enter a custom message in e-signatures via the above path When we add a message in this…
-
Custom Fields in Campaigns
How can I select custom fields, especially the proper salutation fields, in campaign templates? We can't go without it in DACH area. #campaigns + #templates + #handling
-
Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
-
Issue with custom field type of numbers in Pipedrive API
Lately we experienced an issue with Pipedrive API and custom field type of numbers. While performing a search from the values of a specific field with only full exact matches against the given term, the empty result was returned from Pipedrive API. The problem is that when we are trying to search for deal by custom field…
-
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
-
Merged: Filter a Date or Birthday Field by the Month or range inside a Month
This discussion has been merged.
-
Labels & SUBLABELS (in custom fields) // Etiquetas & SUBETIQUETAS (en campos personalizados).
Hello community and friends of Pipedrive. I have noticed in various CRM implementations where it is clearly necessary, when customizing fields (multi option), to create subtags within tags (suboptions). Has anyone ever had this need? Are you on the Pipedrive development roadmap? Thank you, Xavier // Hola, comunidad y…
-
Filter data based on Update Date field
I'm trying to fetch incremental data for a data migration requirement. Need to load Pipedrive data into a SQL db daily basis as incremental loads. To do this I need to fetch data using Update Time field. I tried on many resources available on internet, but couldn't find any solution. Please help me with this issue?
-
Job title in organisation view
On an organisation page, under 'people' on the left hand side, could I suggest the feature of displaying a contacts Job Title next to their name so that you do not have to click on 'view all' each time? For us this is something that we really require. Thanks
-
I'm using Salesflare Chrome extension instead of Pipedrive Add-on
The Gmail add-on is a great feature... well it use to be. Prior to it becoming a add-on, it was a chrome extension and it was better. (But far from perfect) I'm currently using the Salesflare with zapier to send my data to Pipedrive. Why ? Because the Pipedrive Add-on is poorly design and not updated, it still look like a…
-
Different Types of Custom Fields
I'd like to have different types of custom fields in addition to text, numeric and date. I'd like to see radio buttons and drop-down menus added to custom field types.
-
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
-
How to use Pipedrive Activities?
Hi there, we are trying to make sense of the PD activities. Let's say we have 3 different meeting types: Qualification, Demo & Follow-Up. We don't want to create 3 different activities for it. Instead we would love to have a single activity for meetings in which you can specify the meeting type. Same questions for call, we…
-
Quantitative or Qualitative Data: Which is more important for sales forecasting?
Both quantitative and qualitative data can be valuable when putting together a sales forecast. However, for some the proof is in the numbers. While others believe that this type of sales forecasting does not allow you to account for external factors only experience can reveal. According to Carl Eschenbach, who is a partner…
-
Does anyone use MEDDIC in Pipedrive?
How was this sales methodology integrated into Pipedrive? Do you create 6 custom fields and the team fills in each one?
-
Moving custom fields from Organisation to Deal
Hi All! Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level? I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected? Thank you!
-
Update on Tags
Just wondering if there is an update on adding a tag feature to Pipedrive? Currently considering shifting from an old CRM service here, but the lack of tags is somewhat startling. I have read other posts and know about the multi choice option, but as many users before me have said, it is a work around and not a realy…
-
Another Team field/ SUB TEAM
Hi Pipedrivers, I know there is an option in pipedrive to create team under Team Members, I request there should be another new option to create new team(s), if I give you a example, say, in the original existing Team, we could add sales team from different region. but in the new Team option, we could Add Account Manager…
-
Sum two customer fields for open deal's
How can I calculate two custom fields in another field? Help me please!!!
-
Personalization (insert a field) with Product Field in an email template
Hello ! Idea/product feedback = It would be very useful to insert a personalized field from Product table in an email template . Thanks !
-
Autocomplete Field on Projects
I use the autocomplete data type to enter and track order numbers. This is allowed in Deals as a custom field, but not in projects. I think it makes sense to track this information in projects. My goal is to be able to enter multiple order numbers in one field and have each of them be searchable, which is what the…
-
Custom fields for projects are live!* 🚀
*Only text and long text types of fields are available right now. The other types will follow in the coming period. Let me know if you have any questions / comments and have fun!
-
adding a removal of data option to the predefined actions in the workflow automations
Would love to have the option to remove data from a 'dates' field and leave blank as part of a workflow automation action to 'update deal field'. The predefined options only have selections to change the date or alter the data. Add in some more generic and basic options that are usable on any type of data field.
-
Edit Person Preview
I'd like to be able to edit the fields shown the in the person preview box. Ex. Add Title to the preview box