Please allow reporting and/ or view for PARTICIPANTS attached to: Deals Products Other This has been requested for several years and yet to see it resolved.
Currently, there is no way to determine which Chatbot (if you have several) is the source of unfinished conversation. If "track and save the chat conversion URL" would work also with unfinished conversations, that would solve this issue. This is important if you have several Chatbots and each of them relates to a different…
We are currently using One-Way Calendar Sync. (More on why here: Calendar Sync Needs to NOT Pull in Activities from External Calendar — Pipedrive Community) Our Users have complained that while it is helpful to see their Activities in Outlook, they are being inundated with notification alerts all times of the day related…
I have a couple of clients who use SmartDocs and OneDrive/Sharepoint integration. The principal works for them, but getting down to the functional details, there have been some suggestions. It would be ideal if there is a templates section under documents in the account set up area (not within a deal, contact etc). The…
We need the option to change the "Lead Created" date to a custom date. Leads that are added into PipeDrive or converted from a deal, should not always have the date that the action was taken. Changing the "Deal Created" date is simple, but there's no option for changing the "Leads Created" date.
We need a customizable Customer Portal as part of Pipedrive.
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…
I'm struggling to find a texting integration that will do the things we need: * Need to be able to port my two phone numbers to them that we have used and marketed for years (we do not want new numbers) * Need to be able to text right out of Pipedrive to a contact; I don't want to have to go into another app to text out *…
Hi, we just started to use the pipedrive. We don’t use google drive, we use business Microsoft 365. So we use office 365 one drive. Is it possible to develop your system to integrate one drive for file uploading? How can we get access to all our uploaded file to pipedrive? If we want to download all uploaded files for all…
Since Pipedrive doesn't offer recurring activities right now (and from what it seems it's something that has been pushed for more than 3 years - it's probably pretty complex to implement! - no judgment). It would be great to have the option to keep track and be able to mark as done the the recurring tasks from an external…
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