PipeDrive’s custom fields are a powerful tool that allows you to tailor your CRM to your specific needs. With custom fields, you can track any data point that is important to your business, such as lead source, industry, or company size.
Custom fields are created in the PipeDrive settings and can be added to any object in your CRM, such as leads, contacts, and deals. Once created, custom fields can be used to filter, sort, and group your data. You can also use custom fields to create custom reports and dashboards.
In this article, we will show you how to create, edit, and use custom fields in PipeDrive.
PipeDrive Custom Fields
PipeDrive custom fields allow you to tailor your CRM to your specific needs. Here are 10 important points about PipeDrive custom fields:
- Create custom fields to track any data point that is important to your business.
- Add custom fields to any object in your CRM, such as leads, contacts, and deals.
- Use custom fields to filter, sort, and group your data.
- Create custom reports and dashboards using custom fields.
- Share custom fields with other users in your team.
- Use custom fields to automate your workflows.
- Integrate custom fields with other apps and services.
- Use custom fields to improve your sales and marketing efforts.
- Use custom fields to gain a competitive advantage.
- Use custom fields to improve your customer relationships.
Custom fields are a powerful tool that can help you get the most out of your PipeDrive CRM. By following these 10 important points, you can create and use custom fields to tailor your CRM to your specific needs.
Create custom fields to track any data point that is important to your business.
PipeDrive custom fields allow you to track any data point that is important to your business. This can include information such as lead source, industry, company size, or any other data point that you need to track. By creating custom fields, you can tailor your PipeDrive CRM to your specific needs.
Lead source:
This custom field allows you to track where your leads are coming from. This information can be helpful for understanding which marketing campaigns are most effective and which channels are generating the most leads.
Industry:
This custom field allows you to track the industry of your leads and customers. This information can be helpful for understanding your target market and tailoring your sales and marketing efforts accordingly.
Company size:
This custom field allows you to track the size of your leads’ and customers’ companies. This information can be helpful for understanding the potential value of each lead and customer.
Any other data point:
You can create custom fields to track any other data point that is important to your business. This could include information such as lead score, purchase history, or customer satisfaction.
By creating custom fields to track the data points that are important to your business, you can gain a better understanding of your leads and customers. This information can help you improve your sales and marketing efforts and grow your business.
Add custom fields to any object in your CRM, such as leads, contacts, and deals.
Once you have created your custom fields, you can add them to any object in your CRM, such as leads, contacts, and deals. This allows you to track the data that is important to your business across all of your CRM objects.
To add a custom field to an object, simply go to the object’s settings and select the “Custom Fields” tab. From here, you can add any of your custom fields to the object. You can also choose to make the custom field required or optional.
Once you have added a custom field to an object, it will appear on the object’s detail page. You can then use the custom field to track data for that object. For example, you could use a custom field to track the lead source for a lead or the industry of a contact.
By adding custom fields to your CRM objects, you can track the data that is important to your business and gain a better understanding of your leads, contacts, and deals. This information can help you improve your sales and marketing efforts and grow your business.
Use custom fields to filter, sort, and group your data.
Custom fields can be used to filter, sort, and group your data in a variety of ways. This allows you to quickly and easily find the information that you need.
To filter your data by a custom field, simply click on the “Filter” button and select the custom field that you want to filter by. You can then choose the criteria that you want to use to filter your data. For example, you could filter your leads by lead source or by industry.
To sort your data by a custom field, simply click on the “Sort” button and select the custom field that you want to sort by. You can then choose whether you want to sort your data in ascending or descending order.
To group your data by a custom field, simply click on the “Group” button and select the custom field that you want to group by. Your data will then be grouped by the values of the selected custom field.
By using custom fields to filter, sort, and group your data, you can quickly and easily find the information that you need. This can help you improve your sales and marketing efforts and grow your business.
Create custom reports and dashboards using custom fields.
Custom fields can be used to create custom reports and dashboards. This allows you to track the data that is important to your business and gain insights into your sales and marketing efforts.
To create a custom report, simply go to the “Reports” tab and click on the “Create Report” button. From here, you can select the custom fields that you want to include in your report. You can also choose the criteria that you want to use to filter your data. For example, you could create a report that shows all of your leads from a specific lead source or all of your deals that are in a specific stage.
To create a custom dashboard, simply go to the “Dashboards” tab and click on the “Create Dashboard” button. From here, you can add any of your custom reports to your dashboard. You can also add other widgets to your dashboard, such as charts and graphs. This allows you to create a customized dashboard that shows you the data that is most important to your business.
By using custom fields to create custom reports and dashboards, you can track the data that is important to your business and gain insights into your sales and marketing efforts. This information can help you improve your sales and marketing efforts and grow your business.
Share custom fields with other users in your team.
Custom fields can be shared with other users in your team. This allows you to collaborate on tracking the data that is important to your business.
Share custom fields with specific users:
To share a custom field with a specific user, simply go to the custom field’s settings and click on the “Share” tab. From here, you can add the user that you want to share the custom field with.
Share custom fields with all users in a team:
To share a custom field with all users in a team, simply go to the custom field’s settings and click on the “Share” tab. From here, you can select the team that you want to share the custom field with.
Share custom fields with all users in your company:
To share a custom field with all users in your company, simply go to the custom field’s settings and click on the “Share” tab. From here, you can select the “All users” option.
Control the level of access for shared custom fields:
When you share a custom field, you can control the level of access that other users have to the field. You can choose to give other users read-only access or full access to the field.
By sharing custom fields with other users in your team, you can collaborate on tracking the data that is important to your business. This can help you improve your sales and marketing efforts and grow your business.
Use custom fields to automate your workflows.
Custom fields can be used to automate your workflows. This can save you time and effort, and help you to improve your sales and marketing efforts.
Trigger workflows based on custom field values:
You can trigger workflows based on the values of your custom fields. For example, you could create a workflow that automatically sends an email to a lead when their lead score reaches a certain value.
Update custom field values based on workflow actions:
You can also update custom field values based on workflow actions. For example, you could create a workflow that automatically updates the lead source custom field when a lead is created.
Use custom field values to personalize your workflows:
You can use custom field values to personalize your workflows. For example, you could create a workflow that sends a different email to each lead based on their lead source.
Integrate custom fields with other apps and services:
You can integrate custom fields with other apps and services. This allows you to automate your workflows and gain insights into your data. For example, you could integrate your custom fields with a marketing automation platform to automatically add new leads to your email list.
By using custom fields to automate your workflows, you can save time and effort, and improve your sales and marketing efforts.
Integrate custom fields with other apps and services.
Custom fields can be integrated with other apps and services. This allows you to automate your workflows and gain insights into your data.
Integrate with marketing automation platforms:
You can integrate your custom fields with marketing automation platforms. This allows you to automatically add new leads to your email list, trigger email campaigns based on custom field values, and track the performance of your marketing campaigns.
Integrate with CRM systems:
You can integrate your custom fields with CRM systems. This allows you to sync your custom field data with your CRM system, and use your custom field data to segment your customers and personalize your sales efforts.
Integrate with data analytics platforms:
You can integrate your custom fields with data analytics platforms. This allows you to analyze your custom field data and gain insights into your sales and marketing efforts. For example, you could use data analytics to identify which lead sources are generating the most leads or which marketing campaigns are most effective.
Integrate with other apps and services:
You can integrate your custom fields with a variety of other apps and services. This allows you to automate your workflows and gain insights into your data. For example, you could integrate your custom fields with a project management tool to track the progress of your projects or with a customer support tool to track the status of your customer support tickets.
By integrating your custom fields with other apps and services, you can automate your workflows, gain insights into your data, and improve your sales and marketing efforts.
Use custom fields to improve your sales and marketing efforts.
Custom fields can be used to improve your sales and marketing efforts. By tracking the data that is important to your business, you can gain insights into your sales and marketing efforts and identify areas for improvement.
Here are some ways that you can use custom fields to improve your sales and marketing efforts:
- Track lead quality: You can use custom fields to track the quality of your leads. For example, you could create a custom field to track the lead’s industry, company size, or job title. This information can help you to identify which leads are most likely to convert into customers.
- Segment your audience: You can use custom fields to segment your audience. For example, you could create a custom field to track the lead’s lead source. This information can help you to target your marketing campaigns to specific segments of your audience.
- Personalize your marketing messages: You can use custom fields to personalize your marketing messages. For example, you could create a custom field to track the lead’s name. This information can help you to personalize your email campaigns and other marketing materials.
- Track your sales pipeline: You can use custom fields to track your sales pipeline. For example, you could create a custom field to track the deal stage. This information can help you to identify bottlenecks in your sales process and improve your sales conversion rate.
By using custom fields to improve your sales and marketing efforts, you can gain insights into your sales and marketing efforts and identify areas for improvement. This can help you to improve your sales and marketing ROI and grow your business.
Use custom fields to gain a competitive advantage.
Custom fields can be used to gain a competitive advantage. By tracking the data that is important to your business, you can gain insights into your sales and marketing efforts and identify areas for improvement. This information can help you to develop new strategies and tactics that will give you an edge over your competitors.
Identify new market opportunities:
You can use custom fields to identify new market opportunities. For example, you could create a custom field to track the industry of your leads. This information can help you to identify new industries that you can target with your marketing campaigns.
Develop new products and services:
You can use custom fields to develop new products and services. For example, you could create a custom field to track the feedback that you receive from your customers. This information can help you to identify new product features or services that your customers would be interested in.
Improve your customer service:
You can use custom fields to improve your customer service. For example, you could create a custom field to track the customer’s satisfaction level. This information can help you to identify areas where you can improve your customer service and make your customers happier.
Gain insights into your competitors:
You can use custom fields to gain insights into your competitors. For example, you could create a custom field to track the marketing campaigns of your competitors. This information can help you to identify their strengths and weaknesses and develop strategies to compete with them more effectively.
By using custom fields to gain a competitive advantage, you can improve your sales and marketing efforts and grow your business. In today’s competitive market, it is important to have a deep understanding of your customers and your competitors. Custom fields can help you to gain this understanding and give you the edge you need to succeed.
Use custom fields to improve your customer relationships.
Custom fields can be used to improve your customer relationships. By tracking the data that is important to your customers, you can gain insights into their needs and preferences. This information can help you to provide better customer service and build stronger relationships with your customers.
Here are some ways that you can use custom fields to improve your customer relationships:
- Track customer preferences: You can use custom fields to track your customers’ preferences. For example, you could create a custom field to track the customer’s preferred method of contact or the customer’s preferred products and services.
- Personalize your customer interactions: You can use custom fields to personalize your customer interactions. For example, you could use a custom field to track the customer’s birthday. This information can help you to send personalized birthday messages or offers to your customers.
- Provide better customer service: You can use custom fields to provide better customer service. For example, you could create a custom field to track the customer’s support history. This information can help you to quickly and easily resolve customer issues.
- Build stronger customer relationships: You can use custom fields to build stronger customer relationships. For example, you could create a custom field to track the customer’s lifetime value. This information can help you to identify your most valuable customers and develop strategies to retain them.
By using custom fields to improve your customer relationships, you can provide better customer service, build stronger relationships with your customers, and grow your business.
FAQ
Here are some frequently asked questions about pipedrive custom fields：
Question 1: What are pipedrive custom fields?
Answer 1: Pipedrive custom fields allow you to track any data point that is important to your business. This can include information such as lead source, industry, company size, or any other data point that you need to track.
Question 2: How do I create a custom field?
Answer 2: To create a custom field, simply go to the “Settings” tab and click on the “Custom Fields” tab. From here, you can click on the “Create Custom Field” button to create a new custom field.
Question 3: Can I add custom fields to any object in my CRM?
Answer 3: Yes, you can add custom fields to any object in your CRM, such as leads, contacts, and deals.
Question 4: How can I use custom fields to improve my sales and marketing efforts?
Answer 4: You can use custom fields to track the data that is important to your business and gain insight into your sales and marketing efforts. This information can help you to improve your sales and marketing ROI and grow your business.
Question 5: Can I share custom fields with other users in my team?
Answer 5: Yes, you can share custom fields with other users in your team. This allows you to collaborate on data that is important to your business.
Question 6: How can I use custom fields to gain a competitive advantage?
Answer 6: You can use custom fields to gain insight into your customers and your
Tips
Here are some tips for using pipedrive custom fields effectively:
Tip 1: Start by identifying the data that is important to your business. What data do you need to track in order to improve your sales and marketing efforts? Once you have identified the data that is important to you, you can create custom fields to track this data.
Tip 2: Use custom fields to segment your audience. By segmenting your audience, you can target your marketing campaigns to specific groups of people. For example, you could create a custom field to track the industry of your leads. This information can help you to target your marketing campaigns to specific industries.
Tip 3: Use custom fields to automate your workflows. Custom fields can be used to trigger workflows and update field values. This can save you time and effort, and help you to improve your sales and marketing efforts.
Tip 4: Integrate custom fields with other apps and services. By integrating custom fields with other apps and services, you can gain insights into your data and improve your sales and marketing efforts. For example, you could integrate your custom fields with a marketing automation platform to automatically add new leads to your email list.
By following these tips, you can use pipedrive custom fields to improve your sales and marketing efforts and grow your business.
Conclusion
Pipedrive custom fields are a powerful tool that can help you to improve your sales and marketing efforts. By tracking the data that is important to your business, you can gain insights into your sales and marketing efforts and identify areas for improvement.
In this article, we have discussed 10 important points about pipedrive custom fields. We have also provided tips for using pipedrive custom fields effectively. By following these tips, you can use pipedrive custom fields to improve your sales and marketing efforts and grow your business.
If you are not already using pipedrive custom fields, we encourage you to start using them today. Custom fields can help you to improve your sales and marketing efforts and grow your business.