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How to create custom fields in Pipedrive

How to create custom fields in Pipedrive

Customised fields in Pipedrive provide more actionable data and information about your leads and opportunities.

Each admin user in Pipedrive can create new data fields in Pipedrive, allowing you to capture the information that matters most to your sales and marketing teams.  

For this step by step guide, we’re going to teach you how to add a lead source field in Pipedrive.

Then, we'll show you an easy way to automatically send lead source data to your contacts and opportunities using a marketing attribution tool like Ruler Analytics.

How to add a custom field in Pipedrive

Creating a custom field in Pipedrive is easy when you know how to do it.

Create your custom field in Pipedrive 

You can add a custom field by navigating to ‘Company Settings’ > ‘Data fields’ and clicking on ‘Add custom field’. 

Your custom field can be added to deals, people, organisations, or products. You can learn more about how deals, organisations, people and products work in Pipedrive here

For this guide, we’re going to select the option ‘Lead/Deal field’. First, enter the name of the field you want to add in Pipedrive. For this demonstration we’ve named the field’ Lead Source’. Next, ensure tick boxes are selected and click ‘Save’.

If set up correctly, you should see this custom field in your Deals and are now ready to populate lead source data in Pipedrive to determine what tactics are contributing the most value. Custom fields can also be pulled into your contact people list. 

How to pass lead source data to Pipedrive from Ruler Anaytics

Ruler Analytics allows you to automatically add marketing source data to all your leads and deals in Pipedrive. 

Such connectivity provides end-to-end visibility of your sales process, from the lead generation activity to the moment when your deals are won.

Ruler tracks each anonymous visitor individually, records how that user found your site and tracks any subsequent visits or interactions with other marketing channels and campaigns.

Related: How to view full customer journeys with Ruler

If, or when, an anonymous visitor makes a conversion, whether it be a form fill, phone call or live chat enquiry, Ruler will update the data on that user to create a journey map and send the marketing source and conversion data to your Pipedrive CRM.

This will provide your sales team access to data such as First/Last Click marketing source, landing page, keyword, GCLID, page views and sessions, as well as a link back to view the lead's page journey through your website.

Related: Track where your leads came from with Ruler

All you need to do is set up a custom filter for each marketing variable you want to track like below and Ruler will do the rest.

When a lead agrees to a deal or makes a sale, whether that be tomorrow, next week, in six months or beyond, Ruler will fire the conversion and revenue data back into the marketing apps and tools you use every day. 

Related: How Ruler attributes revenue to your marketing

Ruler can also integrate with your payment processing system to track repeat sales, renewals and subscription upgrades. A useful solution for companies who measure the success of marketing based on monthly recurring revenue and customer lifetime value.

Interested to learn more about Ruler?

Want to see how to send lead source data to Pipedrive using Ruler Analytics in action? Book your demo today and discover which marketing sources contribute the most value to your bottom line.

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Track lead source and attribute marketing revenue in Pipedrive
How to add marketing data to Pipedrive CRM Deals
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