Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
In the new webforms currently in Beta, the title of the deal or lead created by the form defaults to the name of the person to whom the deal is assigned instead of the name of the company that has submitted the deal as webforms defaults to now. For example, if a company named "XYZ Company" were to submit a form request in…
I'm having an issue that is driving me nuts - I input a Lead and start making notes. If the Lead is also an existing Contact, even if I link the Lead to the Contact, I end up having notes in two different spots, which leads to double/triple Activity prompts filling up. If I just keep the Activities assigned to the Contact,…
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that…
Does anyone know if it´s possible to sync the Pipedrive calendar with ical. I just checked the site from Nylas.Inc and there it´s an option. Is it not integrated with Pipedrive? Thx.
Occasionally a deal will get updated via Zapier in error, usually due to user error. For example, say we submit an order form in another app and the user enters the wrong deal ID to match the data to Pipedrive. It overwrites the correct data. When it involves the deal contact, it can cause contacts to get mixed up and the…
New "Sales Docs" feature is great BUT, what is it good for if my "clients" can't sign on it and compromise "on the spot"... This way, we would not depend on third-party services as Adobe, Docusign, and/or Hellosign ... or at least, do an integration were that document sent can be immediately signed with any of these…
Hi -- I'm a little confused about how Pipedrive maps from the "Complete Address" field to the "Discrete Address Fields" (e.g. Street, City, State, Zip). My immediate need is that I'm mapping addresses from Pipedrive to Pandadoc and SaasOptics, and it appears that for many organizations, even if they have a "Complete…
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
It looks like you're new here. Sign in or register to get started.