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Recent Discussions

Calendar sync setup: more updates!
Following up on our last news about calendar sync, we’ve made some thoughtful improvements to the calendar sync experience in Pipedrive, based on your feedback and needs around visibility, control, and simplicity. You now have better visibility into your full schedule — including private events — while maintaining complete…
Bulk Editing - two fields
I wonder if this is possible : When I send out a group email, I would like to bulk edit the tagged people tasks as completed and at the same time create a new reminder task in the future at the same time during the bulk edit. Is this native to the bulk edit tool ? Otherwise I have to manually open up each task one by one,…
Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
Has anyone built a post-sales claims management module in Pipedrive using Projects + Automations?
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
Unlink single email not whole thread
Sometimes customers send new orders by using the Reply function and then they're editing the subject field. This causes that such email is being assigned to an old thread/deal and we're unable to unlink this single message from this old deal, because it's only possible to unlink a whole thread... Would be great to have an…
I need help moving a deal to another stage using automation
Hi All, I am new to Pipedrive and have been looking through the community posts on this and been trying my hand at moving a deal from one stage in the pipeline to another but for whatever reason I am unable to get it to work. I have attached screenshot of my automation workflow as it stands. What I want to happen is, when…
Is there a way for Phone Calls from lemlist to show up as a phone call activity in Pipedrive
I have already integrated contacts, deals, etc. and have the phone calls using computer from Lemlist working fine. Would like those phone calls to show up as Phone Call Activity in Pipedrive. Ken DuPont
Can Calls from Lemlist be reported in activities in PipeDrive
I have already integrated Lemlist and Pipedrive and Contacts etc are getting imported from Lemlist automatically. I'm using Lemlist to make outbound calls and can't seem to get them to show up as activities or phone calls in PipeDrive. Is there a way to do this?
Bulk Webform For My Team?
I am an organization leader. Can I create a bulk webform for my whole team? Specific to each of my sales reps? Like the following: https://webforms.pipedrive.com/f/5VLE7oQfQkwIxz11OkyeSsVcH48hrCKXcKbdw8z4DuvVlZRRX0rJttNJbdmizsJNOr Thank you
Community Shutting down?
"This is part of our ongoing efforts to improve the ways we connect with and support our customers." How does this help?

Help Other Members

Has anyone built a post-sales claims management module in Pipedrive using Projects + Automations?
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
Assigning project tasks to external people?
I'm running a series of projects which involve people / agencies external to my company. They have their own tasks within the project. How can I assign the tasks or activities so that I can identify them and filter them so I can keep track of what they need to do? I don't need a licence for them as they will not be using…
My Account Manager has responded to calls or emails who do I speak with?
Our account manager has normally been very responsive. Last week I let him know who needed to be added to our implementation meeting and he canceled the event (assuming to create a new link for everyone) but no new meeting was created. I asked via email and have called him but gotten no response. I am concerned because my…
Setting up an email automation
I am trying to use the automation feature. When I get my first lead it comes from the same email. then switches to regular email after first automation back to customer. How do I set up automation with same email that comes in asking the same question? more then once? It only executed this one time.
Create public share link from my Campaigns?
Hi, is it possible to create public share link from my Campaigns? I want to use the design and content for other marketing purposes. Like sharing it to our company website and LinkedIn profile. Also, when are you bringing Canva interface to Marketplace? Thank you
Popup Window Context Lost During OAuth Login
Hi, I'm currently working on integrating several CRM platforms with our system, including Pipedrive, and I’ve encountered an issue specific to Pipedrive's OAuth login flow. When our application opens a popup window to initiate the OAuth login, and the user is not already authenticated, the login flow triggers a full-page…
Trying do auto backups through dataExports API endpoint
I found older documentation that https://api.pipedrive.com/v1/dataExports was how we could use the API to export data backups. Was this removed, changed, or moved to v2? I cannot find it anywhere. I am trying to use Zapier to backup our databases daily to Google Shared Drive if this connector is still available. I know 3rd…
Inconsistent display of product count
In the Summary section of a Deal, the number of Products displayed is usually equal to the "Total product quantity", which is the result I would like, since this allows me to track the usage of product licenses that have been purchased. However, if the "Total product quantity" is less than the "Products" value, then the…

Announcements

Calendar sync setup: more updates!
Following up on our last news about calendar sync, we’ve made some thoughtful improvements to the calendar sync experience in Pipedrive, based on your feedback and needs around visibility, control, and simplicity. You now have better visibility into your full schedule — including private events — while maintaining complete…
New: Sequences beta & trial access
Hi community! We’re excited to announce that our new Sequences feature is now entering beta, and we’re opening trial access for our community members. Sequences help you structure and personalize your deal follow-ups with ease; giving you full control and visibility at every step. With Sequences, you'll never worry about…
New: Team Email Inbox
Hi community! We’re starting this week with an exciting update: following a successful beta testing period, the Team Inbox feature is rolling out to users on both the Power and Enterprise plans. This will be a gradual release with general availability expected by the end of June 2025. Setting up a Team Inbox is restricted…
New Mailchimp App – Now in Beta!
Hi there! Dmitrii from Pipedrive here. I’m excited to share that our brand-new Mailchimp integration is now available in beta! It supports two-way contact sync and makes it easier to set up automated communication with your clients. Availability is limited for now—if you're the admin of your company account and want early…
Shaping the future of Conversational Intelligence – your input matters!
⭐️ We’re building something new — and your input could help shape it. Through ongoing research with sales teams, we're designing a conversational intelligence experience that supports reps where it matters most: before, during and after every meeting. All of this — built natively into Pipedrive — to help you spend less…
Master Pipedrive Reporting: New Academy Course
Want to turn your sales data into smarter decisions? This new course is designed to help you unlock the full potential of Pipedrive’s reporting features, from day-to-day activity tracking to long-term revenue forecasting. What you’ll learn: Analyze custom activities to understand team performance Use contact and engagement…
New: 🚀 Deal Scoring in Pipedrive (Beta)
Tired of using labels, formula fields, or third-party tools to prioritize your deals? We’ve built something better. 🎯 Scores is a powerful new feature that lets you define custom scoring rules to reflect how you evaluate opportunities — so your team can focus on what matters most. With Scores, you can: ✅ Prioritize deals…

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