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How to Map Custom Fields to Pipedrive
How to Map Custom Fields to Pipedrive

This article will walk you through the steps to map custom fields to your Pipedrive CRM.

Updated over 5 months ago

Create the Custom Field in Pipedrive:

  • Log into your Pipedrive account and create a custom deal field. Note that we can only map to single-line text fields. Follow this Pipedrive help article for guidance.

Create PP.io Custom Field:

  • Log into your portal and go to the Leads tab under Accounts & Settings.

  • Add the custom field to your Lead Registration form, ensuring it is a single-line text field. For more details, refer to this article.

Configuring Custom Fields:

  • Navigate to the Integrations tab in your portal and open your Pipedrive settings and configuration.

  • Click the gear icon next to Deals.

  • Click the +Add Field button at the bottom and find your pp.io custom field.

  • Click the empty box next to the added field, then select Data in the pop-up.

  • Choose Custom Fields and select your Pipedrive custom field.

Your pp.io custom field will now map to your Pipedrive deal. When a deal is mapped, the Pipedrive logo in your Lead Details will confirm the custom field has been successfully mapped.

For information on connecting your Pipedrive CRM, check out this article.

Feel free to take a look at our video walkthrough on Pipedrive custom fields!

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