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We wanted to let you know that we recently released an Embed Scheduler functionality to our users. What will you get with this release? Set up your availabilities in Pipedrive and embed the scheduler with your selected availabilities in your website so your customers can book meetings with you. Where? Embed on your website…
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
Would you find it helpful to have multiple organizations tied to a contact?
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
Hello, Our sales team uses Pipedrive and has found it useful so when they suggested for our implementation team to use it, we have started testing out the projects page and also trying to create reports/insights for our team. I have contacted support about this and they have suggested that I submit feedback here about this…
Hey everyone! My name is Evelin, and I’m a product manager at Pipedrive 👋 We have heard your feedback about how hard it is to generate a report in Insights 📊 . Since this has been the biggest issue for our users, we created an option to generate a report with the help of AI 🚀. How does it work? Just write your prompt, and…
I am trying to create a salesperson activity report that shows the number of emails, texts, calls, and meetings that each salesperson had over a specific amount of time. I have it partially working, but for some reason, email count does not calculate: I have the Activity type Email selected in the filters for the report,…
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
Has anyone been able to create a client portal on pipedrive? We are a lead generation company for service businesses and i would like to give our clients a space where they can log in and view activity, appointments, send requests and ask questions thanks so much in advance!
It would be really great to have tracking email notification, directed to particular email inside the deal which will help understand which email was actually opened. Currently it directs to the generic email tab with all inbox email when clicked.
Hi, I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer. I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ? Thank you !
Hey Pipedrive community! We’re excited to offer an exclusive opportunity for 100 companies to get early access to the latest AI innovation at Pipedrive. Launching in the beginning of February 2025, this beta release offers you the opportunity to experience our AI firsthand and contribute to shaping the future of sales…
Last year was filled with challenges and opportunities. We want to hear about your experiences in 2024 and your expectations for 2025. Take our short survey and have your voice heard. Answers are anonymous, confidential and not tracked. We’ll create in-depth reports in various languages and share them with you. Click to…
Knowing the right keyboard shortcuts for the job is an often-overlooked skill that saves time and boosts efficiency, and I’ve written here before about the Pipedrive-specific shortcuts you need to know. Most sales professionals often have to jump back and forth between Pipedrive and other tools or browser tabs, and that’s…
What’s new: The QuickBooks by Pipedrive integration now supports multiple simultaneous user connections! How the update helps: Previously, only one Pipedrive user could connect to QuickBooks. Now, the account admin (the first person in the company to set up the integration) can grant access to everyone or keep it to…
