It would be helpful to have a customized email signature options. We have had a hard time matching our company's email signatures on Pipedrive. We can't add our photos, logos, or social links as desired.
I am looking to import leads on a regular basis, but do no want to add them as a contact/organization until I have qualified them. Is this possible? Seems like when I import the lead they are also added as a contact.
Zapier allows users to create one automation from one source of information where you can determine the action based on a set of rules. Not just a single line, but sort of a fork. Attached a picture below:
It would be helpful to link pipedrive to outlook. When I used salesforce, I could use outlook for my primary emails and when I had a new contact I could link it directly to my CRM or if I had conversation with someone in my CRM that was linked to a deal it would show me in a side window if I had the plugin on. It made…
It would be very helpful if we can duplicate actions in automations is crucial. Especially now that we have better support for automated email sequences. The ability to duplicate actions would save so much time if we are doing a long sequence.
It would be beneficial if you could send an email (and campaign) and have a setting to remind yourself to email them again if you don't get a response within a certain time period. This is an option I use with a plugin in my outlook called "Boomerang."
Hello- It would be beneficial to lock a certain time zone in custom scheduled links. We used the scheduling option to have people book meetings for a conference, but the conference was in a different time zone. It was a nightmare changing appointments for people who didn't change the time zone to the right one.
I have a "crazy" idea: DARK MODE for Pipedrive??
It would be great to add Emails directly to Deals, instead of through the sales inbox.
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
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