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Problematic Customer Markers
Is it possible in the future we could have something on contacts that marks them as problematic or even barred from the establishment? When I worked for hospitality, we used a program called Campspot. In said program you could mark some one as problematic and write out what they did (so that if you hovered over the mark,…
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Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
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Sending webhook 1 hour before activity
Can i send a webhook 1 hour before an activity is due ? I see that i can run automation for only X days before and at specific time :) I dont understand why Pipedrive made automations if we HAVE to choose time to run.. this is no sense..
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About custom objects
Like Salesforce and HubSpot, we would like Pipedrive to have a feature for creating custom objects. Are there any plans to implement this?
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Using Pipedrive for scheduling meeting reminders
I operate Pipedrive as a language school Our business is operating by lessons (online appointments) Right now we use Cronhooks for scheduling but im thinking to move over to Pipedrive.. I can see in Pipedrive's custom fields there is either date or time.. what if i have 12 types of appointments and i want each one to run…
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Leads: lists and sublists
My leads need to be separated in different sublists. I should be able arrange those sublists with filters and labels. What I need is: _ sublists (examples : leads with a specific role, partners, etc) _ easily accessible - a one click access - (on the right side of the screen for instance) _ That I can filter (filters are…
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Sales Call Booking System
Our clients often compliment us on the slick sales call booking system we’ve created at MinorCo. This results in more prospects booking calls and more revenue for the business! Here’s a behind-the-scenes look at our system. Powered by Calendly, RightMessage, Zapier, Kit and of course, Pipedrive!
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Assistance Needed with JotForm to Pipedrive Phone Number Integration - Australia number
Hi, I've set up an integration from JotForm to Pipedrive, and I'm encountering an issue with how Australian 10-digit mobile numbers are being handled. Initially, the phone number field in Pipedrive was set to "Phone" format, but this wasn't pulling any data from JotForm—the field was left blank in pipedrive, although…
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Why am I being charged for seats after I removed them until next billing cycle?
The seats should be prorated as they have been deactivated without accest to the account.
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Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!