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I want to add live chat transcript on my Pipedrive
Hi, there! I want to integrate live chat into my Pipedrive. I want to get a live chat transcript on Pipedrive. I also trying to create a new custom field for the live chat transcript But I can't configure it. I can't show here live chat transcript field. Can anyone help me, please?
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Utilizar los campos ID en Plantillas
Buenas tardes, sería de mucha utilidad por tener la opción de colocar los campos del sistema ID dentro de las plantillas. Esto ayudaría mucho en la ejecución de MailHooks e integrar otras aplicaciones via Zapier o Integromat
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Any update for us outlook users on an add-in to create accounts/contacts/deals from MS365 or the ou
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Standard unit in Pipelines
Hello there, We are a human services company and we don't mesure the sales in euros or any devise but in "Working Days". We created the unit in the pipedrive settings but in the pipelines i can't change the standard unit into "Working days", it's still euros. How can i do that ? :)
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Request for a new view in Deals: "Clients by stage."
OBJECTIVE: We need a List/Gantt-view which displays clients and stages simply and nicely. A new VIEW would be really helpfull: * List all active clients in pipe, as in Gantt chart * Mark stage a client is in. * Display open activities in this state RESULT: The View will display a LIST of all Clients/Leads/Deals in this…
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Add functionality to web forms to track traffic to the site
When visitors visit your site, they follow links from different sources. For example, if a visitor came to the site with an ad on Facebook, then the tag “utm_source=Fb&utm_medium=СPC&utm_campaign=crm_29072021” will be added to the link to the page. Suggestion: add hidden fields (or opportunities) to web forms to track…
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Color
feedback Hi Pipedrive team! We are using Pipedrive for sales and service. I'm using the Pipedrive in the List View (attached photo). It is great that I can arrange the List View and follow the most important informations. In the service most important thing for us is the age of each deal and the actual stage. As you can…
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Group Emailing from Organization
I think it would be incredibly useful to be able to do group emailing through the organization list with the capability of all contacts in each organization to be copied on one email, instead of having to send each person a separate email. I have contacts replying to me asking to make sure so and so is copied on the emails…
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Need help with Embedding in email templates
How can you embed videos in email templates? When I try, the code shows up but not the video itself. Can anyone help answer this ?
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Auto-scheduling activities pegged to a launch date. Is there a workaround?
We really want to be able to automate the scheduling of a series of activites. It seems that the workflow automation feature currently doesn't allow the due date to be set as '5 days before *date*'. Has anybody found a way to create the same result? If you could also use this feature then please comment. User story; As an…
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Sales Sequences
We have some 90 day sales sequences we want to bring over from Outreach.io. Pipedrive only has the sales sequences work up to 7 days before it starts lumping activities in to weeks or months for followup. We would like a more granular approch with down to singluar days for follow ups to take place. See example below for…
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Add 'Bulk' Winning / Losing Deals
From time to time we can get a trifle tardy. Deals that have been won can accumulate and, short of import/export data manipulation, there does not seem to be a way to bulk 'win' (or lose) deals. In list view I can use a filter to select deals and perform some bulk edit functions on deals. ... eg; 'Send Group Mail' ,…
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Merged: Common guys. The Professional plan should have the capability to remove the Pipedrive brand…
This discussion has been merged.
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Merged: Give sound notifications for new live chat incoming/live chat message
This discussion has been merged.
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Filtering files in deal history without jpgs from the email signature
There are not many things our customers do complain about. But this feature could be improved :-) If you upload a file like a signed contract (in this case the orange circle) and need it 5 months and thousands of emails later you would expect to find it immediately by clicking on "files" in the red circle. But images from…
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Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
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Time based workflows
It would be really helpful to have time based triggers in the workflows. I would like to set a workflow that sends an email when I move a deal to a new stage and then send additional emails at set times; 5 days after 1st email, 10 days after, etc.
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Merged: Users & Pipelines
This discussion has been merged.
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Allow No Date Activities
Allow for creating activities without a specific due date to accommodate the ability of having non time sensitive to-do items in the activities list. Currently if no date value is used it will default to todays date.
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Calendar
I am in the construction industry so we do multiple site visits in a day and I have different sales people and crews, we book from 6-8 weeks out. We use google calendar right now but I and my team do not care for it. Any suggestions on a calendar would be appreciated.
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Accepted Deals Reports
Is there a way to report on the value of accepted estimates for the month? I have the problem of not knowing the value of accepted estimates, I have a report of the won deals but that is not until the deal has been paid in full. Any suggestions?
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Delay/Schedule send email - Not Marketing emails
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…
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Merged: Sort fresher deals first
This discussion has been merged.
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What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
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Activity after email
The option exists to schedule a follow-up activity after a call. It would be nice if there was the ability to schedule a follow-up activity after sending an email .
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Call Logging/Call History
It's only possible to log the last call I've sent/received. This is an issue for me because I will frequently have back to back calls, upwards of 5 calls in 10-20 minutes. I do not have time in between the calls to go into my notifications and hit the log button. I am suggesting adding in a call history section that will…
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Email address Auto Populate
Reference Pipedrive users email addresses as options for auto filling email addresses when composing emails and activity invitation requests when typing email addresses in invites field.
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Smart Docs insufficient use of Product Table
Today you can use Product Variants and Durations if you use Products. This is a good solution instead of making several products that are almost equals. The pity is that when you use Smart Docs and try to add Product Table as variable you don't get any information of the Variants and Durations, just a price that is…
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Account Owner change
It would be great that when you change account owner that it automatically changes all the contacts on that account to the new owner instead of having to do this manually each at a time.
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Action Delay in Automation
When building an automation flow it would be great to have a 'delay' functionality. This would allow for scheduling reminders X minutes after an action is taken. Right now all actions happen instantly, but sometimes you want to wait. For example: someone enters a deal stage and when this person is in that deal stage for…