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Double Emails Sent to Clients?
I have noticed that when someone books a meeting through Pipedrive Scheduler, they receive two emails. The first is a confirmation from Pipedrive scheduler, followed by the calendar invitation which has already been pre-accepted. This seems extremely repetitive for trying to appeal to prospective clients. Is there a way to…
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using Google inbox to click to PD
wouldn't it be awesome to open your gmail reminder from PD and then enter the PD app for further actions within PD? Right now it is a hassle to leave Gmail to review the content contained in PD for that event.
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Change back keyboards shortcuts for Mail and Activities
Recently Pipedrive introduced Projects and Campaigns. As a new paid add-on, I imagine the team is making a great effort to give them visibility. Everything's fine until here. But in a tricky way, keyboard shortcuts were silently changed, misleading us to screens we did not intend to go to. Before Projects and Campaign were…
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PD CRM add-on in Gmail
When will the PD CRM add-on in gmail allow an email to be linked to an existing deal? The extension didn't do it (now not supported) and now the Add-on does not. Very frustrating.
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Workflow automation "Trigger/Send Webhook" action
I would love to be able to trigger a webhook after certain criteria are met within workflow automation. (ActiveCampaign and Hubspot can do this 😉) This would instantly make the native workflow automation 10x more powerful to fill in the gaps that are missing with external API workflows. This would allow specific deal or…
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Requested feature
I would be very interested in having the ability to have a custom field that's has a value that is calculated from other custom fields. The value of a deal to me is dependent on a few other amounts that I am tracking. Currently, I need to use a calculator to find out the value of the deal. The ability to use simple math on…
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Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to * Change the assignment at the Oganization level * Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY * Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY Missing any of these leads to great…
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Feature request - for single and multi select fields
See where it says "no matches found" it would be super convenient to add some functionality that enables us to "add new selection" without having to go deep into the preferences and settings. This is also one of many little features that most of your software competitors have had for a long time. I wish there would be more…
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Change Currency in different stages of a pipeline
We want to have in each stage a different sum-currency (shown in the sum, directly under the name of the stage). Because in the first 5 stages of our pipeline the leads are qualified with another currency, than in the last 2 stages. We set the currencies in our account but unfortunately we can't change the currency in the…
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Activity view from notification area
the default view of activities from its dedicated menu is really great since it has all the tabs for activity, organization, person, and deal. But if we click on the same from the notification area, it only shows the activity and it's not quite easy to check the deal/person/organization attached to it. Showing all the…
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Total Deal $ Amount Filter!
Hello! Currently, it's impossible to view the total $$$ amount with any given client in a filter view. There's some ability to view the total won deals dollar amount when looking at the Deals page, but nothing yet that allows a user to view the total dollar amount when looking at Organizations. It would be very useful to…
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Adding field to exporting results
I was interested in adding a filter when exporting Organization data. As certain organizations are linked together, it would be a good idea to be able incorporate the "Related Organizations" field along with the other related information that pertains to an organization.
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Insights: Performance graphs longer than 1 year
We are trying to create a performance graph that forecasts expected closes date all the way through December 2023. For some reason they stop being graphed after June 2023. In the deal lists below the graph, however it shows all of the deals even between June-December 2023. Why am I not seeing those deals on the graph as…
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I suggest the possibility to add multiple tags in deals and contacts.
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Group follow-up emailing in same thread
Hi All, It would be great to have a feature that allowed you to send group follow-up emails in the same thread. :)
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Sugestão: Classificação de atividades realizadas
Quando falamos de analisar a efetividade das atividades e mapear o esforço versus o resultado de uma métrica de acompanhamento, seria interessante termos a opção de classificar uma atividade ao marcá-la como concluída. Por exemplo, se tenho uma ligação marcada para meu lead, realizo a ligação e essa ligação gerou uma…
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Translation Mistake: Workflow Automation Condition for Text Field
Greetings, This is a follow-up on my previous report about Workflow Automation. There has been some updates on workflow automation, and we still have awkward translations. This is what we see in English version when we're working with a custom field with text type. This is Korean version of the same page. Out of the above…
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Merged: @ mentions not working in task notes.
This discussion has been merged.
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Translation Mistake: Present Tense and Past Tense in Workflow Automation Condition
Greetings, I'm reporting a Korean translation issue in Workflow Automation. This is what I see when I tried to make an workflow automation that a deal is updated from one stage to another. You can see that the Deal stage field can have these conditions: * is * is not * is empty * is not empty * was * was not * was empty *…
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Link email to DEAL!
Dear Pipedrivers, I guess we all are big fans of linked emails to our deals BUT I for example have couple clients with who we work on dozens of jobs over the year. If I link the new emails related to a new deal to that new deal all my communications disappear from the previous deal!!! This is far from ideal. My suggestions…
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Activity Custom Fields
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.
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Add Multiple phone number in leads view
Hi 👋, I hope this feature will be available soon because it's a need. Is it possible to have all the phone numbers and emails adresses on the lead view of my contact person linked ? Because actually we only have the first one as below : Thanks
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Do you use the contact sync module in Pipedrive 📇?
Você usa o módulo de sincronização de contatos n
Do you use the contact sync module in Pipedrive 📇? Você usa o módulo de sincronização de contatos na Pipedrive? Utilisez-vous le module de synchronisation des contacts dans Pipedrive ?
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Payment methods - need alternative to credit card
We're encountering an annual problem paying our PD subscription because the only way to pay is via credit card. None of our company cards have a credit limit high enough and increasing our limit isn't really a viable option... Ideally we'd want an invoice to be sent so we could pay via BACS but for some reason this isn't…
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Nordic alpabets does not sort correctly.
When using the letter Ä, it will be sorted as A (in the alphabetical order) while it should be at the end, same goes with O and Ö, also the upper and lower cases affect the sorting also.
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Honoring the Reply-To header in email sync
We have a form on our website which is filled out by our website visitors requesting a price quote. This is our main method of collecting leads. Once the form is filled out, it's emailed to our sales email address which is used with the email sync feature of Pipedrive. We also create a deal in Pipedrive using the API. The…
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Bulk Emails
Hi, I'm wondering if you can add those functionnalities to the bulk emails side : * Use this fonctionnality into the leads section * Have the possibility to select which email we want to target (Home, Mobile, Work, Other) Thanks 🙌
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Not being able to use the ''@'' on the lead module.
Hi Everyone! I wanted to raise an important topic that might be useful for all the pipedrive users that are using the lead modules. The reason i am raising the issue is i am not able to use the ''@'' on the lead session, whilst it's available for the deals. Anyway that we can solve that ? Thank you all !
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How does SmartDocs deal with line breaks in variables? Are they altogether ignored?
Hey community, we are starting to use SmartDocs, and using the variable [Produkt Additional Information (product custom)] among others. We want to fill this Variable with a bunch of bullet points. Unfortunately, these line breaks are gobbeld up by the SmartDocs magic - is that true? Does anyone work with line breaks in…
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Attaching a file into a form
Hi Pipedrive team, can we consider the ability to attach a file and send it through a Pipedrive form? For instance, a candidate can send us his/her resume through a Pipedrive form on our HR web page Thanks.