Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
Hi, Can the webhooks also allow to be triggered upon a comment on a note. Whether thats a new event entirely or part of the *.note that would be great. We are trying to get some more seamless integration between two different systems and this will really help connect the two conversations together. Primary this is on a…
The mobile app has the ability to initiate a call from the call activity. It would be nice to have that feature on the web client as well. A secondary issue shows up when initiating the call from the deal or lead with send to mobile. At the bottom the the notes area you are given two options, associate with the next…
I would love to have the option to select multiple emails and bulk assign them to a lead or deal. Seems like this was something that was available years ago but now not finding it.
When searching for deal participants I would like to see the people that are in that organziation. Or at least type the name of the organization and then see the list of people that are in it. Reason being, I often don't know every name by heart but I can select them from a shortlist (i.e. the contacts within the same…
Hi I'd love the ability to add a deal participant via an automation. Or alternatively, the option [checkbox etc] to set any new person added to a custom person field on the deal as a deal participant. Here's my use case which I imagine would apply to lots of other users: I'm a mortgage broker. Leads come into PD via a…
when sending out emails it would be helpful to allow for more that 100 at a time, or enable the option of "next 100" without having to click each account or remembering where you left off. We have well over 1000 unique contacts that we will periodically email for updates etc. If the 100 at a time is a software limit,…
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
It would be wonderful, if Pipedrive would support custom objects and here is why: Imagine you are a training solution supplier. Of course you can sell trainings via Pipedrive and manage all necessary sales data. But when it comes to certifications, there is something missing like "Earned certification ABC valid until…
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