Hello, I have requested this before: We need the ability to modify an activity without the invited guest receiving an email update. Why? Because it confuses the customer! Sometime we simply need to make a slight modification to the activity that does not impact the customer experience. But when they receive a notification,…
Hey, I have to add photos or videos to specific deals. When I want to send out info on those deals I have to re-download the saved files and then send them as attachments via email. Is there a way we can drag saved files from a deal into an email directly? This has become a crazy long process
We would like to create a booking / meeting scheduler link, which we can send out to leads or embed on the website, where a meeting is automatically assigned to an available salesperson. This could also be setup like a meeting rotation, meaning first booking is assigned to salesperson A, next booking is assigned to…
I have a quote template but it only allows me to include the total price for the quote. For each customer I have a list of products and photos of the products. I would like to be able to auto send a quote at a stage and have the email include photos and descriptions of all the products for that deal. If I sell a furnace…
Hi all. Is there a way to automatically have my contacts and active deals sync with calendar activities? I have synced my Google Calendar with Pipedrive. However, I noticed that although my meetings show up in my activities (which is what I want), the contact and deal fields are blank. It doesn't automatically recognise…
We ran into an issue today where some filters were changed, and were not able to see WHO made the changes. The filter editing window shows who made the filter and when it was last edited, but it does not tell you WHO made that most recent change. This would be helpful to know!
This is a CRM - I would like to know what my customers have ordered in the past so when they call I don't take 5 mins to pull together their order history. Can Pipedrive please add the ability to add multiple products to deals via CSV import? Our ability to slice and dice this data and upsell customers based on previous…
During our last campaign, 700 emails were not sent because Pipedrive flagged our campaign for "review". Although the campaign was approved the next day, the 700 emails were still NOT sent ! We had NO WAY to identify which emails were not sent. After speaking with support, our request was escalated to the developers, and we…
We work a lot with closed deals. These deals have automations based off different activities including sending emails. I've only just discovered that these emails don't get linked to any deals that aren't set as "Open". Ideally, these emails should always still be linked to the deal that the automation was triggered from!
I strongly suggest that Pipedrive can make possible to automatically send and email to the invited contact of a calendar entry when it's concluded, since it's only possible to send to its creator or the contact associated with the deal.
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