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Recent Discussions

Clicking on Lead's Email not auto-populating in the TO field of draft email.
Our sales team notices an odd change in PipeDrive setup: They often write emails to leads in the Lead Inbox and they start these messages by clicking on the lead's email from the Lead Inbox. That opens a new draft email in the Pipedrive email editor with the lead's email auto-populated in the TO field. What's odd is that…
Exporting email tracking data to view number of email views and link clicks
I'm trying to export information for group emails. I can view the email tracking info on notifications, however, I would like to be able to export the info to include the contact details alongside the number of email views and link clicks. I don't seem to be able to find a way to do this. Does anyone know an answer to this…
History filters on Person, Company and Deal level for activities
It would be great if the activities under history could be filtered by the type of activities e.g. meetings, emails or calls. As of now all activities are listed in a chronological order but it would be very helpful if I could select a certain type of activities.
Calculando Relatório de Progresso
Não sei se seria somente eu que penso assim, Mas o Relatório de PROGRESSO DE NEGÓCIO deveria conter também um campo de conversão, na minha opnião é o unico ponto ruim do pipedrive, onde tenho que apelar para o power bi. Olha como seria bacana - de 2310 Leads, 901 foram qualificados, desses 901 somente 116 foram para…
Notifications pop-up inconveniently on top of save button
Hello! When I'm editing products of a deal or a note in Pipedrive, the save button of that editing window is located in the right bottom corner - exactly where notifications pop up if you have them on. This results in misclicks - you are about to click save, but notification pops up in the last second taking you to…
[Feature Request] Deal URL in variables/fields for emails/templates
Hello, it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails. This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal. Currently, it's not really possible because inserting in an email…
Create a recurring task
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
Project management visibility.
Can a task or a project be hidden among the team members?
Project tasks in Automation to create Activitys in Project?
Good evening Pipedrive Community, we have the challenge that we want to create an automation that look into the projects and if a task is checked as done with a defined title, it create a new activity in the project. Is it possible? We look into the Automation Dashboard and only see Projects or Activitys as Triggers but no…
Getting a Mail when a deal is minimum one day (24h) without an new activity
Hi! May you can help me to build a simple workflow that send to an creator of a deal an automatic mail when an OPEN Deal hasnt got a new activity for 24h? Thanks for help! 🙏 Christian

Help Other Members

Project management visibility.
Can a task or a project be hidden among the team members?
Filter för spårade öppnade e-postmeddelande
Hej. I listan för affärer så skulle jag vilja göra ett filter för att få ut vilka som har öppnat mina mejl respektive de som ej har öppnat mejlen jag skickat. Jag har en fas med gamla kunder som jag kontaktar och jag vill rensa/städa den då vill jag lägga dessa gamla kunder i två nya faser beroende om de öppnar mejlen…

Announcements

New: Products Widget functionality 🚀
Hello there, I’m Ilja from Products feature team and on behalf of our team I am glad to introduce you the new functionality called Products Widget 🎉 New enhancement will especially empower our customers who sell products, services or SaaS licenses. With this feature, you'll be able to accurately manage: Quantity,…
Early Access List - Pipedrive Pulse - Turn more leads into opportunities
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…
New: Customizable Summary (in Deal detail pages)
September 3rd update: The beta test is over, and this feature is now available for all companies; let us know your feedback in the comments below. Hi everyone 👋 We've heard your feedback on Summary panel not always containing the most important details for you, like a custom field that you've created for example. Or maybe…
New: API usage dashboard 🚀
Happy Monday, community! You can now track your company’s API usage over time directly from the Company Settings page: Admin users have access to an API usage graph showing the number of requests over the past 30 days Detailed breakdown shows up to 10 applications with the most requests and 10 users with the most requests.…

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