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The automatic email linking in Pipedrive at the moment is a bit of hit and miss, it would be great to have a function within a deal to enable email linking rules. Our deals will generally have a "reference" number that is used throughout the communication, so it would be great if we can have a function to say that any…
It's really annoying that in the Pipedrive Mail Inbox that we can't select multiple emails to link them to a Deal all at once. i.e. we get 100's of new emails, most that aren't linked to a Deal automatically, our assistant goes through and links the emails to the appropriate deal, or adjusts incorrect links that happened…
Greetings Pipedrive, I have been using different types of software for decades (Client and cloud based). Most of the software companies I dealt with will implement customer driven improvements, requests etc. in a timely manner. My experience with other software companies is that they listen to their customer base for…
Attaching just a file to Webforms is not enough in some cases, if it is not corrected I will cancel Leadbooster
Hi everyone, I’ve set up an automation in Pipedrive where a deal is automatically created when a lead is generated. Now, I’m looking to create an automation that updates the deal stage when the lead status changes. For example, when a lead’s status changes to “Qualified” or “Dogovoren,” I want the corresponding deal to…
At some point in the recent past, copying the deal specific BCC address has stopped updating the deal. How can this problem be diagnosed and fixed?
My calendar sync has been working, without issue, for months. Suddenly, starting Monday morning , it is no longer syncing at all. I have disconnected and reconnected the account several times. Cleared cache. Checked permissions. Tested calendar entries on the local calendar (outlook) but nothing has changed. Pipedrive…
Hi, I am trying to get an export of all product with their images (urls). I have tried export all product catalog and using the api to fetch all product but seems like product images are ommitted in general. How can I export / fetch all product data inlcuding product images?
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
With our new marketplace integration, you can sync your leads from Apollo.io straight into Pipedrive, making it easier than ever to find and connect with new prospects. Key benefits of the Apollo-Pipedrive integration: Bi-directional sync of contact and account data, including both default and custom fields Flexibility to…
Hi everyone 👋 Almonzer is here from Pipedrive Product Team, I am announcing a new product in our pipeline that soon will be released to selected customers as part of a closed beta. Join the waitlist from this form: We are looking for users who are interested in testing the product and giving us early feedback to help us…
Do you know how to set up the Meeting Planner correctly? Do you handle automations effortlessly? Do your colleagues prefer asking you instead of support when they’re stuck? Get certified as a Pipedrive expert! Answer 30 questions, some easy but also more challenging ones, and if you get 24 or more correct, you'll receive a…
Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…
Hi Pipedriver, We're working on developing an AI assistant that you can chat with and ask help from in your day to day sales job and in relation to your sales data. We're curious to learn what kind of knowledge you would like the assistant to have (and not have), what help you'd like from the chat and how you want the chat…