I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
Why isn't there a "Show on Map" feature for Leads, when it is available for Deals, Contacts and Organizations? We essentially have two addresses associated with each Lead - a mailing address and a business address. Both these addresses are carried over to Deals when we advance a Lead, and we are able to see the Deals on…
When transferring contacts from LinkedIn using tools like Surfe, duplicate organizations are created. I know they can be merged manually, but why isn't this done automatically?
Hello there, I'm trying to integrate the branches of the various organisations in Pipedrive. It's important for our work, because we do not only have deals for the whole company (organisation)but for their single branches. But i could not figure out how's the best way. Are there any plans from Pipedrive to make a third…
I can say for sure that this sidebar on the right should not open automatically. It violates all UX design principles and makes it impossible to select multiple contacts. You left horizontal scrolling, but the left column, which should serve as a guide, is not fixed, causing disorientation. Even if you fix it, the last…
Hi Pipedrive team Currently the Pipedrive mobile app does not support formatting or attachments with the email templates: Formatting: Even such simple things as paragraph breaks and dot point lists are lost, as well as any bold emphasis. The text is displayed as one large jumble of a paragraph; and Attachments: The…
I propose simplifying data entry by allowing values in fields to be changed without confirmation – a modern and secure method. Why is it secure? Because changes only take effect after losing focus. If the user accidentally enters data, we can display a notification with the option to undo the action or support the standard…
"Send group email" feature exists, but it doesn't allow to send replies (answers to previous threads) in bulk
The Offline script is triggered instantly (and not after the timeout) when no user has activated the "I'm online" status on their Pipedrive account. This is very useful to avoid waiting for a visitor on the chat outside of our company's opening hours. Now my question is: how to automate the activation/deactivation of the…
Hello, Would it be possible to have a custom field format "%" ? Would it be possible to have a custom field feature to calculate data by using other custom or not custom fields ? Thank you
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