We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…
If we utilize the the native Leads function, we cannot report on the progress. For example, there's no way to know how many Leads were converted to Deals, who the reps were, how long it took, etc.
It would be really helpful to have time based triggers in the workflows. I would like to set a workflow that sends an email when I move a deal to a new stage and then send additional emails at set times; 5 days after 1st email, 10 days after, etc.
This would be killer. I would love to be able to keep track of additional details for activities. Could think of a lot of good uses for this.
We are using the Insights link to share data with external contracts. This is a great feature, but it would be eve better if someone other than me could click on the items within the dashboard to expand the data. Is there a way to share my Insights Dashboard with other users in the company? (aside from the shared link…
It would be great if, when setting a stage's probability, deals that move into that stage are automatically given that probability. If they are manually changed this could override that, but the stage probability would be default, instead of the default being blank. This would be useful for us because we like to see the…
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…
Suggestion: Ability to track emails directly from within Outlook and display a pop-up notification when an email is ready. Experienced this in Hubspot CRM and was extremely helpful.
Hello All, We are currently considering using Pipedrive webforms on our website. Nevertheless, we believe that there should be input validation, especially for email and phone number. Please see below what can be added as email and phone number. We are bit concern that enabling such webform on our website would possibly…
We identify our client's location to better qualify them and offer them a better service. For this, we're using a free text field "Country ISO" at the moment. This brings different results - as we do not have a pre-existing list of countries and their ISO2's at hand, the entries may be GBR or GB, or US or USA. A dropdown…
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