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Forecast goal product design issue
When Goals launched, it was quite a good upgrade and it worked (for the most part) fine. However, last week, Pipedrive decided to make an upgrade which basically ruins the "Forecast Goal" view. After the upgrade, it shows the "Won Deals" above the "Open Deals", with the forecast line staying the same. Because of that, it…
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new role - superadmin or more permission to userlevels below the admin level
Hi folks, in our case, I am responsible for implementing and adjusting pipedrive according to our sales processes. Therefore I need to be in an admin role. Naturally, my boss also needs an admin role in order to add new users or to manage me (e.g. I leave the company or something else). Problem is: As an admin, I easily…
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One Person several emails
Hi Folks, how are you handling the following circumstances? I am pretty sure that I am not alone with that. I am a Persone that has several email addresses in a company. (please do not argue why it is.). Lets say I have karsten@company.xyz and kb@company.xyz I understand that I have to buy a second licence (please PD…
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Monday.com + Pipedrive integrations
My team uses Monday.com for project management. I'd like to sync a Pipedrive pipeline into Monday using the Pipedrive Integration but it doesn't appear that I can sync a pipeline "stage" to a "status" column in Monday. Anyone else encounter this or something similar? Thoughts on a solution?
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Email Folders
How can I access my Outlook email folders when working in Pipedrive?
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Feature Request: Import emails via PST format
We have had an employee leave the company so it does not make sense for us to keep their Office 365 and Pipedrive account active just so we can have their emails still there. Would be nice to be able to import their emails via PST format or similar.
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Bug Report: Unicode Handling Error in Pipedrive Community
Greetings, I've reported a unicode handling error in Pipedrive before, but we have a similar issue even in Community Software. Summary: Typing Korean letter doesn't work as expected in Community. Steps to reproduce: * Write a simple text such as 'test: '. Note the space at the end. * Make the word 'test:' bold while…
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Bug: leadLabel API endpoint is not working
I tried https://api.pipedrive.com/api/v1/leadLabels?api_token={myKeyCensored} and it returned error: {"success":false,"errorCode":500,"error_info":"Please check developers.pipedrive.com"} endpoint is probably not running at all :( ?
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Admins should have read access to automations created by other users
Admins should be able to read any automations created by other users. Reasons: * As a consultant, I am building automations for a team. These only live on my account, even though my account won't live on. When I create an automation it should be able to be accessed by other admins. * As an admin working with other admins…
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Allow additional email recipients from custom fields in workflow automation
I couldn't find this anywhere after a search. Currently, email alerts within workflow automations allow the following recipients to an email, or you can hard-code a specific email address: What Pipedrive doesn't allow you to do is send an email to another user involved in the deal, even though their custom fields allow…
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Email Attachment to Deal Should Trigger notification
Hello All, i have been asking for this to be fixed for a long time but nothing happened. today when a deal is being changed due to new email attachment no notification is being triggered. many of the sales team members are updating a deal progress by sending emails to deal. if this doesn't trigger notification no one knows…
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Ability to change "Products" to "Quantity" OR "Credits"
I want to be able to change "Products" to "Quantity" or "Credits"
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Leadrouter :(
We've moved to Pipedrive since some months, but I just cannot get why there is NO LEADROUTER! In a freakin' sales-dedicated CRM! This makes managing our sales process so much more difficult. Ofcourse we can use Routerjet but then we have: Checkout -> activecampaign -> routerjet -> pipedrive That's just insane for an…
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Contact cloning
A feature that our previous CRM offered was the ability to clone an existing contact from the same Organization when creating a new one. This saves ALOT of time instead of having to retype the same info over and over again..
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Bonjour nous commercialisons actuellement des prestations sur des durées de 48 mois aujourd'hui dans
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change the color of the form text
Hello! Is it possible to change the color of the form text? Look at the attached image. As you can see the text is not visible ... Thank you
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Automated calculations using field-values in email templates?
It would be a great feature to make it possible to create automated calculations using field-values from the deal in the email templates. In this way we can faster and safer send out offers to ours customers - saving time and minimizing risk of errors! :D
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Insert products fields in emails with worklow automation.
Hi ! It would be great to have the possibility to insert the products fields attached to an offer into an email generated in a workflow automation. For exemple, when a deal is won, automatically send an email to a businness manager with alle the information of the deal (products, and all other prepared fields associated).…
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Doublons
Bonjour ! Je vous recommande d'envisager un travail du côté des doublons. Les doublons sont un des gros soucis des CRM, vous pourriez avoir un vrai avantage concurrentiel dans la gestion de doublon ! C'est malheureux de devoir passer par un site tiers. Je propose que Pipedrive détecte les doublons de nom selon cette régle…
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Chrome Pipedrive CRM Add-in
It would be advantageous to be able to customise the fields that appear in the Chrome Add-in. For example, the Pipedrive (PD) CRM panel add-in is open on the RHS of my GMail window. Let's say I receive an email from a prospect and using the add-in, add them to PD. I've previously added a new field in PD which is the…
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Feature Request: Bulk Email to Leads not just Contacts
We're running tons of great email campaigns through Pipedrive, but it's difficult to continually have to re-label and match Contacts to our targeted Leads. I would love to be able to either: * Select a group of Leads and send "Mass Email" like I can in Contacts (preferred) * Add a "Leads" section to Contact View so I could…
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Subscription interval not flexible enough
We're currently evaluating pipedrive and mapping our workflows to the platform. Our current subscription pricing has either 12 or 36 month contracts. However, I see only a "Yearly" option here: The user needs more control here. Maybe tomorrow we'll also offer a 2-year plan. Can you make the input more flexible, e.g.,…
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Having access to the activity notes as a pullable field for email templates, like in the workflow au
My team uses the activity notes a lot for various things and it would be really nice if we could pull those notes into templated emaills - I know this is possible in the workflow automation section. Any chance something like this is in pipe?
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Extended Trail period and Browser issues.
14 day trials is really not enough for an organisation who is new to CRM in general and when the first attempt is in sales and partner enablement. So my question is how or can the trail be extended for a more reasonable time say 3 months to allow for the processes to completely follow through. Also on my trail version I…
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CRM software for the Mac
What are some top rated best CRM software for the Mac?
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I would like to request that the report (Excel or CSV) of opportunities in the propose and close ste
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Again: Email-Threading - Urgent!
Again and begging on my knees Please for God's sake give us the option to disable email-threading or at least give me as an admin the possibilt to disconnect emails from user manually. I lost several hours a week to call my colleagues and tell them that they have a fuck up in their email threads and they must disconnect…
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Higher Visibility on which filters are used in workflow automation
I hope I'm not the only one, but it can be difficult to keep my custom filters list clean. I'm updating my filter titles now so I can see which are "necessary" and which are junk. My suggestion is to add an asterisk* at the end of filters to denote which are referenced in currently active workflow automations as well as a…
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Pipedrive Support
I'd like to point out that the support team on Pipedrive are incredible, I feel so secure knowing I am likely to get a reply quicker than stated in the chatbot and the agents I speak to are always listening and on hand with extra questions I forgot to ask. In particular Miguel in Portugal who has been amazing supporting me…
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How to filter all people related to deals?
I have not found a way, how to get all participants (filter/export) associated with deals in a specific stage - any ideas?