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Pipedrive and OneNote
Hi We would like to connect PipeDrive and Onenote. When we create an activity, we would like that 1- a blank Onenote note would be opened automatically, 2 - record, in the pipedrive Activity note, the Url of this Onennote Note. This way we have the possibility to have access to each OnoNote Note from PipeDrive ( even if we…
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Updating tags in Mailchimp
I am using a custom field to create tags for all of the customer. What I want is for that information to be updated to the connected Mailchimp service in their tags. Is anyone doing this? Are there other mailing platforms that I can use instead which will allow me this functionality?
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Suggest different timeslots for different weeks to clients with ONE link
In the activities, section you have the "suggest timeslots" but there I can only work with a scedule that is the same for every week I want them to book timeslots. Can you make a scedule for example for a month which is different every week? I do want to have "one" link, but I want the link to create for example not every…
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Merged: Suggestion: private tick box for calendar events?
This discussion has been merged.
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The Progress Reports should be able to report on Lead conversion.
If we utilize the the native Leads function, we cannot report on the progress. For example, there's no way to know how many Leads were converted to Deals, who the reps were, how long it took, etc.
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Feature Request: I'd like to be able to Smart BCC/add a specific email to a specific organization or
Sometimes the email doesn't originate from the contact * example #1: incoming initial inbound inquiry from a form we have on our website - separate from Pipedrive's webforms * example #2: a colleague has forwarded an email to me where the original sender's contact information is further down in the email so email sync…
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New here - Ideas / Integration suggestion for project details
Hi everyone! My team is new to Pipedrive and we're excited to use this as our main hub for our clients. Each of our deals (architectural designs) contain tons of details that we would like to be able to reference whether it's to re-use a component on a new project or reach out to those with a certain feature for follow-up.…
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Merged: Locking Down Fields for select users
This discussion has been merged.
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I would like to be able to select a specific number of days in "relative time" when I create a filte
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People list view on organisations level... Improvement suggestion for Pipedrive.
Would anyone else like to be able to see the roles of those people without having to click on each one? Or be able to show a label of the key contacts at the organisation? The most basic way of formating this might be to give the user the ability to re-order the contacts in the list? starting from the highest influencer…
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Idea for new feature
Wanted to share idea here: Ability for PD users to manually adjust position of Deals inside Pipeline - especially when you want to see some prioritized deals on the top of the stage(s). Just discussed this with your phenomenal Support Specialist Miguel and wanted to share with everyone here. Not sure if this is right place…
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Lead Creation - Assigned to Option
It would be great for us to be able to assign an owner for new leads as well as on the deals page. Our Customer Service team field the incoming prospective accounts and assign them to the areas sales person. Currently it will auto assign the person raising the Deal as the owner. I would like to create a workflow automation…
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Mais j ai un grand blocage , je ne peux pas générer un rapport pour calculer ma marge malgré que je
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Feature suggestion: Option to have merge tags as a link type in a button
When creating email templates in Pipedrive Campaigns, the link types in a button are to open a general web page, make a call, send an email, or send a message. It would be great to have the possibility to insert a merge tag into a button.
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Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
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Competitors Section
Hi, It would be great to have a competitor research section similar to the contacts section. It would allow us to keep any competition research in one location and link it back to specific leads / deals / prospects / customers. Thank You.
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Email: resending emails
A lot of our customers loose emails in the junk mail folder, blocked by the IT administrator as junk or simply overlooked. When I make a follow up call I frequently end up resending the original email. It would be great if there is an efficient way to resend the same email with attachments.
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Feature Request: Improve visibility on subscription type and value in reporting
Currently reporting does calculate and display total subscription value in the graphs for the given time filter, but there is no way to show the individual subscription values in the client summary at the bottom, as well as a breakdown of how the total subscription value is constituted. Adding a column for clients that…
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Group Email and Block contacts
* When sending group email, why pipedrive can't trigger once 100 contacts selected? it makes me to count 1 to 100. Simple feature to be added. * How to block / highlight / trigger some contacts as they dont to receive our follow up emails. Please suggest.
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Customer card info
Hello, Would it be possible to see in the organization page what product have been sold (using the won deals info) ?
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Olá! Eu gostaria de recomendar uma integração direta do Pipedrive com o ERP Bling. Ele é um dos maio
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📩 Quicker access to mail templates
@Mike van der Valk / @Bernd Auer A quick access to the mail template editing feature would really be helpful don't you agree? Right now, you have to go to: -Mail / new Mail / then select "select template" and then select "manage templates" before you can start editing your mail templates. Couldn't that be integrated…
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Add prospect in mobile app
Hi, Would be great to have the possibility to create a new prospect using the mobile app. at present it requires to create company or contact or lead, then convert it using the Web version; thanks
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PRISE EN CHARGE EVENEMENT RECCURENTS
Bonjour! Serait-il possible que les évènements récurrents de notre calendrier puissent apparaître dans la liste des activités (et non pas seulement en gris dans le calendrier). Il serait d'ailleurs bien qu'ils puissent être supportés par Pipe Drive comme une activité sur laquelle on peut interagir. Merci
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Pipedrive wird immer langsamer
Hallo zusammen, in den letzten Monaten läuft Pipedrive bei uns immer "unrunder" und mich würde interessieren, ob das bei anderen auch so ist. Es vergeht eigentlich kein einziger Tag mehr, an dem nicht mindestens ein Kollege Probleme hat. Diese äußern sich in langen Ladezeiten und manchmal hängt es sich auch komplett auf.…
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Relatório leads
Gostaria de mensurar os leads que foram convertidos para negócio
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Prospector Reporting
if it could be possible to print off an excel of the prospector leads if would be very useful. Create an excel list i could add details to help me manage my tasks and actions. i could add notes, contact details etc. share easily with others
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🚀 The Domain Authentication solution is coming!
Hey Pipedrivers, I’m Anton, the Product Manager for Campaigns at Pipedrive, working on delivering our lovely marketing product 😎 I am happy to inform you that the Campaigns team and I are now working on the domain authentication solution to improve our customers’ email delivery rates further. We know how sensitive the…
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Be Great if we could brand Pipedrive - So we have our company logo and backround colours
Be Great if we could brand Pipedrive - So we have our company logo and backround colours
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Assign Roles to Participants + Automation
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…