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Link products to an organisation
We're about to start working with products in Pipedrive but encountered an issue. Our goal: Document which organisations have which products and be able to filter this easily. Our problem: Assigning products to organisations which they bought previously, sometimes years ago. Solution #1: Go through old deals for each…
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I have a dream
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Allow use of variables in email template URLs
We are creating test/demo instances for our customers. Each instance has its unique URL. Trying to create an email template that dynamically sets the prospect's URL, I tried to insert a link, but variables are not available in hyperlinks though. Instead, I created a text like "https://<instance name>.mydomain.com" - turns…
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Workflow automation logs
We have several automations running, e.g. adding products to deals, updating person/org owners, adding values to custom fields etc, however I can't see which records the workflow automations have run against, there is nothing logged in the Deal/Person/Org records either. Are there any logs where we can view this…
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PLUSIEURS BOIS MAILS
bonjour, je suis nouvel utilisateur de Pipedrive. Je suis agent Co indépendant et travail ainsi pour plusieurs société différente avec des adresses mail propre à chacune d'elle. Je sais que je ne peux pas synchroniser plusieurs boite mail dans pipe drive pour rapatrier les mail et même pour envoyé les mails et ainsi…
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tracking pixel update
Dear Pipedrive Team, when I checked the spamcore of one of my mails I realized the tracking pixel is inserted into the mail without an alternative text attribute as you can see the error message from mail-tester.com Therefore I would be nice to add that empty ' alt="" ' attribute to the img tag of the tracking pixel.…
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Do you ever have recurring activities and if so would you like to see Pipedrive develop a feature to
Do you ever have recurring activities and if so would you like to see Pipedrive develop a feature to support this?
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Bulk conversion of leads into deals
Hello Pipedrive developers, We have started using Leads. It would be really useful to be able to convert leads into deals in bulk. Often we want to convert numerous leads into deals and start by adding them to the same stage of the same pipe. If we could do this in bulk rather than manually to hundreds of leads it would…
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Syncing emails to deals
Hi there, At our company every employee has synced and linked their email to PipeDrive. However, the emails only sync on the organisational level, but not at the individual deals. As soon as an organisation has two or more deals, the emails are not synced on the deal pages anymore as the system does not know to which deal…
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Smarter pin note in deals/organisations
So here is the thing - we have lot of meetings with companies - this creates a lot informations. That brings a lot of great insights. However, notes are piling and diminish in timeline. It would be great to have one smart "pin note" where I could write all insights, notes or keywords with links to specific notes.
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Feature Request - Possibility to "Filter" contacts and organization you "FOLLOW"
Would be great to have more options to work with contacts and organization I do follow. Maybe also the possibility to integrate them in workflows automation...
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Feature request : Automatically add product descriptions to the product note when adding a product t
Hello Pipedrive, I need some help Today, when we create products, we can add a label, but also a more detailed description. However, when we add a product in a deal, the label appears, but not the description which is essential. Instead, it is possible to add a note. This note should be replaced by the description of the…
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Ability to rename Deals
Would like to be able to change the language for "Deals" (ex. Opportunities).
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Workflow automations needs a filter that contains ACTIVE , INACTIVE as i have lot of them running an
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Feature Request: An edited note should show when it was last editied, and who last edited it
Currently, there's no indication on a note if the note has been edited and who edited it. The timestamp on the note only shows when the note was created and who originally created it. This can lead to confusion. Instead, the timestamp on a note should show if it was edited, when it was last edited, and who edited it. This…
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Desktop notifications for Pipedrive
One thing I'd like to suggest is implementing desktop notifications from Pipedrive. (as far as I'm aware this can't be done but if anyone has a work around, that would be much appreciated) When one of my staff assigns an activity to me, unless I'm in the Pipedrive window, I won't see the notification so it would be great…
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Feature Request: Dynamic Custom Fields
Use case for closing a sale and needing a custom field for my sales team. We have a specific requirement on our service and we want our sales team to have to mark Yes or No if they client has those requirements filled before they mark the deal Won. Thanks!
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More Customizable Color Deals, Board Background, Labels, Task Icon Color
I'd really love more colors... not just for deals but also for team members when assignign tasks. Right now there's only 4 task icons, 4 colors. If we could customize the Green per user that'd be nice so that we can see which deal has a task, and assigned to whom without clicking the icon. Really need more colors for the…
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Email Tracking and Forwarding
Pipedrive, Can you please help? 1. When I forward an email from gmail to pipedrive, anyone cc'ed or bcc'ed on the original email is also sent the email. This is obviously awkward and not ideal. 2. Please add the option to block specific email handles from the email and click-through tracking. If those copied from my own…
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Org Charts
What org chart solutions are some of you using and are you integrating with PD? Ideally there would be an org chart builder under the PD Organization that a user could drag and drop names into. Any talk of this feature being added? Or is there an app in the marketplace I'm overlooking?
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How do you check for mis-typed email addresses in leadbooster's web form?
How do you check for mis-typed email addresses in Leadbooster's web form? (before they hit "submit"). We just lost a $100K++ lead because of fat fingers...
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Deals compartilhados
Olá! Gostaria de sugerir que seja possível um deal ter dois proprietários em funis diferentes. Contextualizando: Sou um consultor comercial e tenho um consultor técnico que trabalha o mesmo deal, porém em outro fluxo. É importante para um saber as interações que o outro está tendo com o deal, porém não é viável trabalhá-lo…
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Three mistakes in Korean translation of Workflow Automation
Greetings, Sorry for nitpicking, but I found three more mistakes in Korean translation. 1. An extra colon at the end of 'has changed to' in the workflow trigger condition: The first condition ends with a colon although the others have no colon at all. 2. An extra colon at the end of 'Assigned to' in the worlflow for…
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Add Pipeline Name Tag to deal title, to easily see which pipeline the deal belongs to.
Our company has several (50+) Pipelines which are not connected to each other. When we are prospecting, we always check whether there are open deals to that org in that pipeline. In the search function, however, ALL the deals from all the pipelines show up. It would be easiest if you could automate so: -Each time a deal is…
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Email Recall || Feedback & Suggestions
I'll admit, I'm not perfect and sometimes I screw up my emails before I send them. Don't suppose it's possible to show a little "Undo send" pop up for maybe 5-10 seconds after I click "send" for those of us who aren't the best at doing a double-check? It's a life-saver on Outlook.
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Anexar arquivo - Off-line
Gostaria de deixar uma sugestão para anexar arquivo para visualização off-line, nem todos trabalham em cidade, sou agrônomo e anexo minhas receitas na timeline do cliente, quando volto para revisitar, nao consigo visualizar o arquivo, pois nem sempre tem sinal de internet. Sei que existe a forma de anexar do Google Drive,…
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Hola a todos, me gustaría poder establecer contacto con otros usuarios de Pipedrive para poder apren
Hola a todos, me gustaría poder establecer contacto con otros usuarios de Pipedrive para poder aprender, mejorar y avanzar en este bonito CRM. Les dejo mi linkedin para que puedan agregarme https://www.linkedin.com/in/eduardo-luis-alonso-lozano-847b46147/ Muchas gracias
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Feature Request: More statistics for ChatBot
Greetings, I have many potential clients who are interested in ChatBot, but they complain that ChatBot doesn't provide enough statistics. For example, this is the only stats that we have for each ChatBot. * We don't know how many times people clicked today, this week, or this month. * We only have total counts that visitor…
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Measure number of companies touched over a certain period.
It would be a great add-on to have the option to measure number og companies touched (activities) over a certain period. For example - im working with labels for new and existing customers and would like to create a report showing how many new customers my team talked to and how many of existing customers were contacted…
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Feature Request: Mailchimp plugin to add tags rather than making a new list
When using the Mailchimp/Pipedrive integration to add search results to an email, Pipedrive lists out the audiences to add the contacts to. Mailchimp recommends using Tags for this instead: Tags might work better than a new audience. With tags you can organize your audience using any information or criteria you want. Would…