it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
So the new workflow automation is really awesome! it would be really helpful if we could have it trigger a webhook action as well.
I discovered Projects last week and seemed to be a perfect solution for our use case but I've just found that Projects lack of webhooks support. What's the ETA of this feature?
Hello, There is no endpoint to update variation by the API (). It's only possible to get a product with its variations. To mass update yours prices in our more than 15000 products, it's complicated... Is it possible to add endpoint to make it possible ? Have a nice day 😉, Ségolène
It has been identified there are two different prompts when adding Products to Deals. In the first prompt, you are adding a deal using the pop up box. The button to attach products in the pop up is clicked and the line item data field appears, however you have to start type at least first 3 characters of the product name…
Please add a List view option to the ‘All templates’ screen for Smart Docs. Many of our templates start a with standard prefix and the (only available) 'masonry' view truncates nearly all template names. This makes it difficult for our users to ascertain which template they want to use each time, and requires them to open…
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
I'm a long time user of pipedrive, including heavy customization through API and webhooks. One feature that I'd love to have is creating custom buttons to organization, person and deal UI. Clicking such button will call external URL, run automation, send mail etc.
Currently if you have a lot of different filters to sort through your deals and activities, it can be hard to find the one you want. There's no way to hide filters that are not relevant to what you're trying to do. They're just sorted alphabetically in a long list. So you have to scroll through a long list. Some of my…
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