If your Pipedrive account does not have a suitable field to capture a custom field such as Firmable ID, you can create a custom field using the following instructions.
The following steps are focused on creating a custom field for an Account object. The same steps can be repeated for the Lead and Contact objects also.
Prerequisites
Before initiating the integration, ensure the following:
- You are on a Teams or Teams Pro plan with Firmable.
- You have the Admin or Integration role permission on Firmable and the Admin role in Pipedrive.
Custom field setup
- Click Contacts
- Click Organisations
- Click Customise columns
- Click Custom Field
- Click Organisation field
- Fill in a Field name , Field type (Text) and tick Organisation add view
- Click customise columns
- Click the newly created field to select, followed by save to continue.
We hope this article has helped you understand how to create a custom field on Pipedrive. If you have any other questions, don't hesitate to contact us at support@firmable.com.
Learn more:
How to connect the Pipedrive Integration