Adding custom fields in Pipedrive allows you to track more information about your leads. Custom fields are personalized lead fields that you can add manually in Pipedrive.
I’ll show you in this quick guide how to add custom fields in Pipedrive.
Then, I will show you how to use the custom fields to track the source of your leads.
Why create Pipedrive custom fields?
Custom fields in Pipedrive allow you to make the platform work specifically for your business needs. Here’s how they can help:
Personalized Data Management: Every business is unique, and so is the information you need to track. Custom fields let you store details specific to your industry or processes, ensuring nothing important gets overlooked.
Improved Organization: With custom fields, you can categorize leads, deals, and contacts in a way that makes sense for your workflow. This keeps your data structured and easy to navigate.
Enhanced Reporting: Default fields are great, but they might not cover everything. Custom fields allow you to create reports that highlight the metrics that matter most to your business, giving you better insights. For example: the source of your leads.
Examples of actionable custom fields
Only create the custom fields that you and your team need. Keep it simple, it will avoid having a cluttered view of your leads, where not all fields are tracked properly.
If you don’t feel inspired, here is a selection of actionable custom fields you can add to reach your objective: Closing leads.
- Lead Source: Track where each lead came from (e.g., Google, Facebook, Referrals, etc.).
- Lead Owner: Assign the lead to a specific salesperson or team member.
- Priority Level: Categorize leads or deals as High, Medium, or Low priority for focused attention.
- Product/Service Interested In: Specify which products or services the lead is considering.
- Budget Range: Capture the lead’s budget for better qualification.
- Decision-Maker Status: Identify whether the contact is a primary decision-maker.
- Next Step: Define the immediate action required to move the deal forward (e.g., schedule a demo).
How to create custom fields in Pipedrive
To proceed, click on the user icon on the top right corner –> Click Company Settings
Navigate to the settings menu on the left panel and locate “Data Fields”. Click on it.
Next, we’ll create our first custom field to store Channel data.
Select the “+ Custom Field” button.
The “Add Lead/Deal Field” popup will appear. Complete it as follows:
- Field Name: Name your custom field
- Field Group: If you want to nest this field under a field group, define it here
- Field Type: Select what type is the content that will appear in this field
- Places Where Shown: Check the “Lead/Deal Add View” box
- Quality rules: If you select “Required”, Pipedrive will require you to fill out this field whenever you create a new lead
- Finally, click Save.
You are done!
Head back to your Leads view, and open one lead. You will see your newly created custom field.
You can choose to add data manually for each lead, or either have your leads do it themselves by connecting your form with your custom fields in Pipedrive.
Use Pipedrive custom fields to track the source of your leads
You can use Pipedrive custom fields to track where your leads are coming from. So when a lead transforms into a client, this allows you to track where your sales and revenue are coming from. Then, you can optimize your marketing efforts by focusing on the lead sources that provide sales.
Once the custom field is created, the challenge is to accurately track the lead source data in this field. That’s where Leadsources can help.
Leadsources is a lead source tracking tool that tracks the source of your leads directly into your form. So when someone visits your site and fills out your form, Leadsources populate your form with up to 7 lead source data:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
All this data can be sent to Pipedrive automatically in their associated custom fields.
Check this guide:
🔗 Send lead sources to Pipedrive
Leadsources works with all your marketing channels. Select a channel below to view the lead source data that Leadsources populates into your form.
