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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…
Our customers often are multi-tenant customers. They have users and decision makers that have one email and be engaged with multiple companies inside their umbrella. How can contacts be setup so they can be associated with multiple orgs so they can be attached to multiple deals?
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
Cant' seem to locate an effective wat to view all unique organizations individually. If anyone can point us in the right direction it would be greatly appreciated. It would be helpful if there was an "Organization" link in the left toolbar (like there is for Contacts, Mail and Activities) that would return all of the…
None of the lists we receive from vendors or associations to import have the addresses of street, city, state and zip. They always come as separate fields. Having them all combined like Pipedrive does it leaves too many chances for error in entry especially in the U.S. state abbreviations. I know we can add a custom state…
Hi everyone, I’ve noticed an issue with one of the Pipedrive organizations linked to my email. Specifically, the Date Created shown in the list view differs from the actual creation date displayed on the deal timeline. The correct date is reflected on the deal timeline. Here’s an image from the deal list view: And here’s…
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at…
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.
1. I had a customer who just signed a 3-year agreement. They are paying 36000kr/year and I had placed that information in product view. It should thereby say that the MRR is 3000kr but it says 9000. 2. One other customer we had entered an annual contract as a product with a billing start date of 2023-08-24 and automatic…
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…
Learn all about how the Pipedrive mobile app helps you close deals faster here In this lesson, we’ll take you on a journey and show you how to make the most of the Pipedrive mobile app on the go without missing a beat. Learn how to find and use the features you can already enjoy on the web app, as well as a few more tricks…
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…
