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Moved: Google Meet recordings to PD Activity feed
This discussion has been moved.
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add webhook event for leads
need to be able to capture lead updates
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Multiple contacts in custom field
Multiple contacts in custom field
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filter by read/opened emails
I have a recommendation for a new feature, when someone opens or reads an email theres no field i can utilize to filter out that they opened an email, they are indexed to look one by one, it would be great to add this to the contacts field as an option to sort with including a sort by number of opens so that i can target…
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Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
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personalized photos in email marketing
we use another program that allows to add various personalization to our individual or marketing emails or letters by the use of "tokens". there are tokens for the obvious, name address etc but there is also a token for "photophoto1" which can be placed in a template presized box the program now knows to place the…
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Smartdocs File Naming
It would be great if templates could be given basic naming conventions to save manually renaming every file we create. Currently it gets: [customer name] [date] [time]. We would like to automatically name the file as: [template name] [customer name] or [template name] [job number] or (specified default value) [customer…
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Projects Activities - Hey Team - we can't complete projects inside deal page
when we put in an activity into a project its not showing on the deal page. for some reason it will only show on the organization page - we need to see this on the deal page
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Signed Contract should be a trigger for automations
We are all using Pipedrive to close deal. A deal is closed when a contract is signed (some would say that it's when the money is in the bank, but I won't debate this). Anyway, the most important thing for me is when a client signed a contract. This should be a trigger. Otherwise, the contract functionality is way less…
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Projects Fields Population into Activities Column Filters
Is there any way to bring standard fields that "live" in the projects into the activities screen? Currently, we can only choose from "activity, deal, person, and organization" but not the project.
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Projects vs Deals "Default View" Based on Role?
Is there any way to default to projects or deals based on the role the team member is assigned within Pipedrive? For example, if we have an account management team that we want working in the projects area primarily, can we set their settings so that every time someone with that role logs on, it defaults to projects,…
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Emails should automatically be counted as activities like phone calls
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
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Multiple labels per deal?
Hello, we use labels for our deals but often run into an issue where a deal meets multiple criteria and we would very much appreciate the ability to have multiple labels for a deal. Thanks!
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Merged: Live chat notification improvements
This discussion has been merged.
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Pipedrive Mobile App - Leads
Currently you can set up Sales Assistant to notify you of any deals, activities or notes assigned/mentioned in your name. However the notifications doesnt support Leads. So when a new Lead is assigned, it doesnt notify that person. I'm currently building a workaround using Slack, but it seems the app is slightly devalued…
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Dashboard edit permission
In the dashboards, only the person who created the dashboard can change it. There's no permission setting for others to be able to change the dashboard, only the creator. Would like to have ability for others (other than the creator) to change and manage the dashboard. There is currently no ability for non creators to have…
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Missing images in Smart docs / Sales docs
Pipedrive in combination with the Google Suite/ Works link and in relation to Smart docs / Sales docs. I notice that when you create the document everything is neatly displayed, but when you have sent it you are missing the images in the document as well the image in the header. The image in the header is visible on the…
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Phone Field labels - Make filterable / exportable?
Hi, I have noticed that Pipedrive's built-in Phone field labels- Work, Mobile, Home, Other- cannot be filtered for, and when exporting data from the Phone field, the labels are not exported either. Is it possible to make the Phone field labels exportable / filterable? This information is important to have for…
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Need to be able to change the formatting of how your currency appears
Being an Australian company, we only deal in Australian dollars. This means that Pipedrive shows up all our currency values as "AUD100" instead of "$100", the latter of which would be more comfortable since that's how we show currency. I imagine this is similar for other companies that use what America would consider…
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Important + Mandatory Fields -> Also for WON-Deals
At the moment Important + Required Fields are useless for our use case... :-( * The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed.. * Also, I cannot select a Required Field, without…
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Uma data de reabertura dos negócios
Quando uma oportunidade esta fechada como "Perdida" e há uma possibilidade de recupera-la, basta clicar no re-open, ok? Problema: hoje quando recuperamos um DEAL que estava parado tem um ano, por exemplo, o Life time sales fica comprometido por causa desse tempo de 1 ano parado. Poderia existir um campo onde fique…
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Shared inboxes support from Pipedrive
It would be very valuable for companies that have to handle common email addresses such as sales@company, marketing@company, support@company and they have multiple agents. If there would be a possibility to add such email addresses to Pipedrive Mail where for example all Sales Reps could automatically see a tab with…
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Add margin when adding product to a deal
Hi all, I'm looking for a way to add a margin when adding products to a deal. We work with different margins each deal. I would like to see not only our revenue but also our profit in report. Any thoughts on this? Thanks!
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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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Identify current user for automations
There are sometimes situations where you don't want to know who is the owner of adeal but who made the change in question. Especially if the user makes changes that don't fit into the workflow and you want to send him a mail. Unfortunately, with an automatic, you can only access the owner of the deal, but not the person…
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Moving a deal across to another pipeline
I have a Pipeline from enquires all the way to my enquires becoming customers. I have then made another pipeline to manage my customer through the process to help me better my communication and there overall experience. How can I move a deal from one pipeline to another? can it be done or do I have to make one really long…
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Custom BUFFER AND TIME SETTINGS on meetings
Instead of having drop downs for 15 / 30 / 45 min can you just let me choose my own e.g. 20m or 40m. We're having to look at a different solution just because our meeting times don't fit your presets.
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Display Custom Field on Pipeline screen for deals
We have added a custom field to Deals (deal type) and it would be helpful to allow this field to be seen in the Pipeline view where all the deals are, so I can see what is coming down
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Show deal participants in pipeline
Hi, Currently a deal pipeline only shows the main contact person and the participants (other important contacts at client) are only shown if i click through to the actual deal. The proplem with this is when i download the pipeline to excel, only the main contact is downloaded and if i want to send a group email to the…
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Customisable cards like Jira
1 Jira allows the user to customise the cards on a board. Which makes actually scanning the board so much easier and effective. Pipedrive... not so much. You have to endlessly toggle between table and board mode. Super time consuming and inefficient. Make cards customisable in Pipedrive by allowing the user to map their…