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Recent Discussions

New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
Pipeline Showing Only Days in Stage Causes Confusion
The pipeline showing only the days in Stage rather than the name of that stage causes unnecessary confusion and constant hovering to see what stage to move something to. Perhaps it's just us but many times we may skip a stage or two and we need to hover over the future stages to see the tool tip to know the name of that…
Mass export files from Pipedrive
I wanted to check the options to mass export all the files from Pipedrive and store them on a drive. When I export files in Pipedrive the export file contains the download link and this is a manual process as I have to use each link to download the files one by one which is time-consuming.
Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
Xero integration with Pipedrive
With the Xero / Pipedrive integration, is there the option to have link to the Xero invoice from a Pipedrive deal. I downloaded it from app store, but takes me to MAKE programme & then isnt clear what it does. Any help here be great? Thanks
Merging duplicates on importing data - adding labels
When I import data and set the records to merge on duplication, it always replaces the labels that are already entered with new labels rather than adding to it. Is there a way around this? When manually merging contacts, it keeps both labels rather than replacing. thanks
What is best practice for managing large volume of source tags?
Hello! I am wanting to track any deals that come from events we run with partners. Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that? Initially it would not be an issue, but eventually we would have an unwieldy…
Duplicate button on a people
Most of the Labels which you have to enter in a field are common in people who work at same organization. So it would be helpful if we can have duplicate feature in a contact very similar to what we have in deals
Automating Double Opt-In
Hi all Is there a way within Pipedrive to Automate Double-Opt in Emails to be sent when a new Person and Lead comes in? I'd have this under a particular tag as it would only really be those who have opted in for marketing based on our lead gen forms on Website, Facebook/ Google/ Linkedin forms. As I understand it now, I…
GB WhatsApp Pro Latest Version: Features, Updates, and Installation Guide
The GB WhatsApp Pro Latest Version offers enhanced features like customizable themes, anti-ban security, multiple account support, and advanced privacy options. Updates include bug fixes, improved performance, and new tools for managing media and messages. To install, download the APK from a trusted source, enable…

Help Other Members

Re-assign all deals when Organization Owner Changes
Hi All, I am looking to build an automation to re-assign all open deals/leads to a new organization owner if it is changed. Regards Dylan.
Customers do not pay
Hi, Any idea of how to manage customers does not pay invoices? and how to make the follow?? it is any option in pipedrive? Thanks
Has anyone integrated Attention to Pipedrive?
I'm looking at Attention and they say they do not have a native integration with Pipedrive but say that it has been done. I'm curious if anyone has done this and if it works.
Phone Call Type Defaults to (Work) in Person. How do I change that?
I have these coming in from a Zapier Zap.. The Phone field cannot be edited and it defaults to (work) I would like to map my call types to show up here. How do I do this? I would like to map the type for a few other fields as well. Here is an example

Announcements

New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
Webinar Q&A: Reimagining Sales Insights with AI
Hello everyone, ☀️ On March 25, we hosted the Reimagining Sales Insights with AI webinar. Thank you for your incredible interest, engagement, and all the great questions you asked! As promised, we’ve answered your questions, and you can find the answers in the comment section below. If you missed the webinar, don’t worry!…
Pipedrive Automation vs. Zapier (which one is best?)
Pipedrive’s native workflow automation builder is great (and I use it a lot). For example, when you move a deal to a new stage, you could automate sending an email/campaign or create an activity for the deal owner. But sometimes you need a more powerful automation tool like Zapier. For example, if you want to trigger an…
Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
New: Automations notifications to help with troubleshooting
What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
We have improved the Calendar sync setup experience!
Calendar sync helps you get full visibility of your meetings in Pipedrive, use the meeting scheduler seamlessly, and avoid manual logging of sales events. To enhance this experience, we've redesigned the Calendar sync settings page with a more intuitive layout and inline guidance. You can now also see your sync status…

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