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Workflow and dialer integration to follow up on marketing mailers and for appointment setting
Does anyone have ideas for workflow and integration configs to automate prospecting efficiently for a solo operator consultant? I've looked at dialers (Phoneburner, others) and have Mailchimp account for marketing and frankly feel overwhelmed by the options. So what could a good budget to mid-level solution look like for a…
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Reseller Margin
Hi, Many IT companies, and probably also in other areas, sell through resellers. As we register deals and we run the negotiation process usually, unfortunately, we need to provide discounts to close a deal. The discount column is already available in products, and that's ok. But we miss an additional discount column…
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Is an Outlook Add-in / Plug-in coming?
Is there anything in the works to have an Outlook Add-in? I saw you recently announced a Gmail version, and it looks great, but my company lives in Outlook!!!
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Is there a way to create Leads through an API endpoint ?
We would like to create some leads in PipeDrive by sending the information through an APi endpoint. Is it possible without using a spreadsheet or Zapier and Facebook Together?
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connect Shopify with pipedrive
Hi Good afternoon, I was wondering if you guys could help me in the right direction. I'm trying to connect Shopify with Pipedrive. Now every time a new customer comes to my shopify website I have to put their data in Pipedrive by hand. I was wondering if you guys knew any programs that could help me with that. I've tried…
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create lead from e-mail
In my idea I would like to use lead as contacts that are not become clients and to keep "contacts" only the reliable clients. For this reason I would like to know if there is a possibility to create a lead from e-mail as now there is for contact. I look forward to hearing from you. Best regards Marco Zari
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issue with products
Hi! Do you know if there is possibility to add products to organization? So if I choose product I see who recieved offer for it and when I click orgnization I know which products they got? thanks in advance regards PB
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Turn off data measurement when moving a deal backwards
Hi, It would be nice to be able to turn off data measurement when you move a deal backwards in the pipe. To give a concrete example; one of our operational KPIs e our sales team is measured on is booked meetings which is connected to our third stage (trigger is that when a meeting is booked, move from stage 2 to stage 3).…
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Deal - Custom field: combined Date&time picker
Dear Team, Would be great if you could provide field type as date&time picker combined. Currently I need to add 2 separate columns to use the given functionality, at any given point I can either select field type as Date or Time in a single column. Thanks!
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quotations
We operate an engineering company which relies on winning specific metalwork packages for construction projects. In order to submit our prices to various building companies which are tendering on these projects we need to submit supply and install (sometimes supply only) quotations. Submitting quotations at tender stage…
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Xero Integration - suggested update for devs
Currently the Xero integration is too basic to warrant using in app. I want my team to invoice out of Pipedrive (and keep Xero for accounting) but at the moment they cannot enter all of the custom fields/accounts as they can in Xero. Eg. specific account fields for different geographic regions. When can we expect to see…
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Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
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Leads and contacts
Why are the leads sections not automatically populated from my contact list? I just want to convert some of my contacts to leads, is there an easy way, and not one time bulk, to do this"?
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💸 How about emojis for Deal Stages?
I love using emojis to add impact to my sales processes. Eg. My website leads arrive with '💸 New Website lead!' - so the cash emoji gives me a certain emotional response and desire to respond. I tried adding emojis to my deal stages a while back, but it broke Pipedrive and an engineer had to remove them manually. Any plans…
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Show duplicate person or organization by specific field
Pipedrive shows you if you have a duplicate organization looking for other record with similar phone or address. But this is not very accurate. My clients always ask for another way to check the duplicates. For example a unique Id. If I create a new organization with a unique ID such as tax ID, then when users want to…
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Store user phone number in user profile and create token for user Phone Number
My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals. Every time we create a proposal, we have to manually enter my phone number on the cover page. I should have the option of storing my phone number in my PipeDrive user profile. The value of that entry should be a token like…
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Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
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Activity Prioritization QuickView
Is there any way either now or in upcoming updates to Pipedrive to designate an activity with a High Priority? Sometimes when looking into the Calendar view of Activities, it just becomes a sea of boxes and times with the iconography of the specific activity type you scheduled for yourself or were assigned (email, call,…
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Link multiple companies/organisations to an activity
Sometimes I have a meeting with 2 different companies at the same time. When adding notes to this activity I want to link the activity to multiple companies (like what you do with persons), so that the activity shows up in the timeline of the company (and not allone the timeline of the person). Currently you can only link…
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LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
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Bulk transfer of leads
Hi Team, wanted to give feedback as I've learned that there is no way for me to do a bulk transfer of leads from one owner to another. In cases where an owner is leaving the company, if they have over 500 leads, all those leads has to be transferred manually and that will take too much effort and time to complete. Please…
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Email BCC's counting as activities vs emails
would like the ability to select emails as activities vs just emails.... aaron
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Automations (and others) based on e-mail tracking
Being able to create an activity based on someone opening an e-mail or clicking a link would be very helpful. Sadly this is missing. Being able to filter contacts based on recent e-mail openings would also give new insights, instead of checking individual mails. The e-mail tracking is great but the functionality is very…
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Allow for detailed address editing in the organization view
Currently, the address field in the organization view (page of an individual organization) is show as a single field (full address). The only way to edit address detail fields is in list view, which is a major hassle in my opinion. Two possible solutions: * Add the ability to add address detail views in the organization…
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Stagnation
My suggestion for improvement is very simple. Offer the possibility of one-stage stagnation on working days. Today, we only find the option of calendar days.
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Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
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Automatically notify the team about received emails
Hello there, [Feature Request], [Email Notification] People following a deal, a contact, or a company should be able to receive email notifications when an email is received by one of the teammates. At the moment, received (and 'shared') emails are only attached to a deal/contact/company but the rest of the team is not…
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Custom field that counts # of deals
Is there a way to set-up a custom field that would count up the total # of deals in a particular status (for example, status of a "closed deal") for the date range pulled in a given report. So really I want to see the total number of deals in the particular date range that became closed deals. I would use this for…
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If / then for custom fields
Hi, it would be great to have an if / then function for custom fields and labels I mark my contacts as clients and suppliers and I need different information and custom fields for those contacts. So it would be great to have a function like "if organisation has label client then make custom field A selectable" and "if…
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Optional data fields for different Pipelines
Hi, I have two different pipelines and made a lot of custom fields for my deals. For the deals in pipeline A, I need the custom fields 1 to 5 For my deals in pipeline B, I need the custom fields 6 to 10 Well when I create a new deal in pipeline A, pipedrive shows me all the custom fields 1 to 10 even though I only need 1…