I created a bunch of custom fields specific to my industry. I have a friend with the same business that is adopting Pipedrive as his companies CRM. Is there a way to send the custom fields from my instance of Pipedrive to his so he doesn’t have to recreate them all manually? I know the API token of each instance.
Welcome to the community
Can you define send? If its a matter of recreating the custom fields, you can do that from the product itself which is very straightforward. But if you mean migrating the data in those fields to a new account then API / migration support would be the way