Custom Fields

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…
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…
Deal renewal type is not available in deal fields endpoint
Hi there, Deal renewal type is available in get Deal by ID endpointapi/v1/deals/:id Ex: 'renewal_type': 'one_time' But this property is not exposed with get all Deal fields endpoint api/v1/dealFields. Is there any reason to not expose this property in all Deal fields? Thank you.
Collapse Custom fields even though they are filled with details.
Hi Pipedrive I have created costum fields which i would like to collapse even though they are filled, but this is not possible. I would really love if you could make it possible to collapse fields, even though they are filled.
Travel company
Hello, any travel company/agency, tour operator here in the Canadian Pipedrive community. If so would love to connect and share how we integrate Pipedrive within our workflows.
How do you keep track of recurrent customers? I'm trying to figure out the best solution for our com
How do you keep track of recurrent customers? I'm trying to figure out the best solution for our company. Do you track it as an organization field and/or with a deal field? Every quarter it's hard to get statistics out of pipedrive for this specific aspect.
Custom Data Fields - segregated by Team
Our sales people sell different products, and we have them broken down into Teams in Pipedrive. The data set in Organizations that each team needs is different. It would be amazing if in the Data Fields section, we could add custom fields that apply to a Team instead of everyone.
Sorting Deals in a Pipeline View
Hi folks 👋 I know there are a lot of Pipedrive addicts waiting for this feature so I’m trying a new post for this miracle… manual deals sorting in a pipeline stage! Indeed, I saw a lot of messages in this forum asking about this feature and I agree with you guys: it will be a fantastic (and basic) feature for Pipedrive and…
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Workflow Automation > 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…
"Long text" custom field: MARKDOWN support & better UI presentation
It would be great if the custom field "long text" would support basic MARDOWN formatting. And because position of the title (fieldName) there is lot of unused white space. What about move the title simply above? Before: After - space optimized, MARKDOWN support: Could this be implemented? We would be very pleased. And I…
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.

Custom Fields

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