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Recent Discussions

Better formatting options in Campaigns module
Currently when creating an email template in the Campaigns module, there is no ability to create bullet (dot) points?! Please improve the formatting options available in Campaigns.
Threaded comments in Tasks in Projects
We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…
Syncronize the archive email in Gmail
Would it be possible for the next version of Pipedrive to syncronize better with Gmail ? Currently when I archive an email in gmail it doesn't get archived in PipeDrive. Could it be possible to developp this feature in the next version ?
Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
How do I send an email to a standard emailaddress within my company when a deal is Won
When a Deal is Won, I want to send an email to an internal email address. When I look at automations the only option I have is to email to the email address that is connected to the Deal. KR Bas
close button not working
Close button does not work. anyone have the same issue?
Insight Report & Dashboard Auto-Send
Almost every time I show someone Insights reporting, they ask the question, "Can this be sent to my inbox weekly/monthly?" Folks are used to having this feature in other systems, like PowerBI. It would be great if we could automate the sending of a snapshot of the Insight report/dashboard, or a link to the…
Allow conditional operations(e.g. IF) in the formula section of calculated fields
Currently Pipedrive calculated field returns an error if one of the components of the custom field involved in formula is blank. There are use cases where I want the custom field value to be treated as 0 in case it's blank & have to bulk edit value to 0 for such cases. Or a functionality where I can set the default value…
Trigger actions stop whole automation?
Hello Just starting using Automations and want to trigger specific actions but not stop the workflow overall. I get the impression that if a trigger is not fulfilled further up the automation it will not miss ONLY the subsequent action and then move on,. but will stop the whole flow? For example: Trigger action: If deal…
How to Contact support - Via Email Best
The support bot is less than useless. I am looking to find out why I have not received my reward for filling out the recent survey. This is not the first time I never received a reward. You'd think I'd leaarn

Help Other Members

How do I send an email to a standard emailaddress within my company when a deal is Won
When a Deal is Won, I want to send an email to an internal email address. When I look at automations the only option I have is to email to the email address that is connected to the Deal. KR Bas
Trigger actions stop whole automation?
Hello Just starting using Automations and want to trigger specific actions but not stop the workflow overall. I get the impression that if a trigger is not fulfilled further up the automation it will not miss ONLY the subsequent action and then move on,. but will stop the whole flow? For example: Trigger action: If deal…
Rotting Days resetting with field updates or client communication
We uses pipeline stages to track deal progress and the rotting days would be helpful apart from the fact any minor update in a deal, or communication sent, resets the rotting days. This might be specific to how we utilise the pipelines though would love suggestions from anyone that has encountered a similar challenge and…
How to edit email Templates?
I'm setting up automations for our company but struggle to actually edit the email templates that are to go out. Not sure if we've hit the payment threshold for this task or I'm missing something?
Profile Phone Number (** singular **) in automation
Hi, it looks like PipeDrive stores multiple profile phone numbers under the person phones fields. Is there a way to retrieve only the first listed phone in an Automation? I'm passing this data to an external service for a more complex flow, and when I use the person phones fields, and if the profile has more than one phone…
Product feature is not good for reports or handling subscriptions
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…
Calendar Privacy
Hi I am syncing my Google calendar to Pipedrive and all my events are now public. My default setting in Google calendar is Private and I cannot go and change the individual setting for each event. How can I limit my teammembers visibility to my events? I don't see how I can do this in the visibility groups.

Announcements

Webinar Q&A: Reimagining Your CRM Experience with AI
Hello everyone, ☀️ Last week, we hosted the "Reimagining Your CRM Experience with AI" webinar. Thank you for the amazing interest, engagement, and the many great questions you asked! As promised, we tried to answer all of your questions, and you can find the answers in the comment section below. If you missed the webinar,…
How do you handle lead scoring in Pipedrive?
Lead scoring is a hot topic for Pipedrive users, and research based on customers’ feedback shows there is no one-size-fits-all approach. Some teams rely on point-based scoring, assigning values to actions like email opens, calls, and demo requests. Others prioritize Ideal Customer Profile (ICP) scoring, using factors like…
New: Generate reports in seconds with Insights AI
Visualizing the reports you need just got easier with the prompt-based Insights AI report generator. This update will allow you to enter your own prompt, or select an existing prompt from the suggestions. The report will then be automatically generated based on your input. This feature is gradually being rolled out to all…
How to work with Sales Development Reps (SDRs) in Pipedrive
Are your best salespeople wasting time cold-calling low-quality leads? If so, maybe you need a few Sales Development Reps (SDRs) to prospect for you; your top salespeople can spend more time following up with higher-quality opportunities and close more deals. Here's how we recommend working with SDRs in Pipedrive.
Webinar Q&A: How to use Pipedrive more efficiently
Hey everyone, Thank you for attending our recent webinar, "How to Use Pipedrive More Efficiently." We appreciate your engagement and all the great questions! You asked more than we could cover live, but we've answered as many as possible in the comments below. If you missed the session, you can watch the recording here.…
🚀 Exclusive beta test opportunity: Be part of the next AI evolution
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…

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