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Removing to do activities when signing a deal Won
I would like to integrate an automation that whenever I sign a deal as won, this triggers the removal of specific types of activities still pending on that deal (e.g. follow up). You can automate it to add activities when signing a deal won but you cannot remove them. It's kind of weird.
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Switching out 'DASHBOARD' with INSIGHTS... when insights does NOT cover the same features - insights
So, I've seen today that our beloved reporting dashboard is being replaced with insights. Unfortunately, these are NOT offering the same features, and we are now going to be losing one of the most important tools that is one of the core reasons we chose pipe drive in the first place. Let me explain: In reporting for ANY…
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Reporting missing all our features - the reason we bought pipedrive in thte first place.
I am a bit frustrated here and as a long time user of PD, I would like a call with a product manager of Pipedrive if possible. The existing Reporting Dashboard has now been removed entirely, and 'insights' is in its place. In my previous thread we were promised by several product managers that all the features of the…
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Multi-language Leedbooster
We have 5 different languages on our website and would like to set up the chat-bot on each page in the relevant language. Does a single €39/month subscription facilitate a number of chatbots in different languages or would you need to subscribe separately for each?
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Leads from instagram and facebook publish (advertising)
Hello, Why Pipe Drive dont integrate instagram leads automaticly? When i make an advertising on instagram or facebook i need that lead in a new deal on a random user.
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Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
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When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Wo
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Would it be convenient for you if that could be defined as something different and based on one of your deal detail fields?
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Sender of automised emails
Hi, I want to send emails triggered by moving one deal to a specific stage. No problem with one person. If I have this automisation triggered by everybody else as well, the email is sent with MY email address. So if I want my team to send the email with their own email address, they have to recreate the automisation. It…
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REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
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Import data: multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
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Certification
Hi I'm just starting my consulting business, and will do a few certifications. Mostly for marketing purposes, but also to ensure my skills within select software is up to par. Does Pipedrive provide Certificates (ie like Hubspot) for showing that one is a "master" user of its Software? Best Birger
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Restoring deleted items
Hey, one of PD users in our company accidentally deleted some activity with a note and I had to write on chat to restore it. Just feedback would be great to allow restoring some accidentally deleted tasks or notes by the users or at least company admin.. Thanks
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Is there any way to automate a workflow for Labels
When an Organisation updates or changes a label, can the contacts in the Organisation also be updated to have the same label as an automation? I cannot see how to make this automation work. Thanks
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Rotting Deals
In our weekly reports, one portion to track progression it monitoring deals that become "rotten" or turn red. We are now manually going through each pipeline with each sales rep and counting them individually. My question, can there be a filter either in within the insights or that can be customized to obtain this data? I…
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Could someone explain why the deal value cannot be set to recurring amount for a deals with attached
HI! It is quite important to have products attached with deal as it gives possibility for statistics. Could someone explain why the deal value cannot be set to recurring amounts for a deals with attached products? If we have a product rental model (products and subscriptions)products would be important to follow, however…
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Adding 'buttons' to the details
Hi Pipedrivers, I have a request or a question that might be something in the future to take a look at. We are building extensions on Pipedrive for example and want to use the extensions by the click of a button. Is it then possible to add a button in the 'detail section'. Now you can only create checkboxes or dynamic…
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Adding Visible Field to Pipedrive Deal Tiles
Is there a way to add additional visible fields to tiles in the Pipedrive deals view? Currently tiles only show the deal name, customer name, and value. I'd like to see an additional field in this view and wondering if that's possible? Appreciate any advice this forum might be able to offer. Thx
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Undo function in changelog
Occasionally a deal will get updated via Zapier in error, usually due to user error. For example, say we submit an order form in another app and the user enters the wrong deal ID to match the data to Pipedrive. It overwrites the correct data. When it involves the deal contact, it can cause contacts to get mixed up and the…
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Primary Email Address
Is there any way to flag a primary email address? Exports can have multiple email addresses per person which blows up the import of many programs. We either need the ability to choose the main email per person or the ability to export multiple rows per person for import into email programs.
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Change the order of Customized fields in the sidebar
As the administrator, there should be a way of globally changing the order of customized fields in the sidebar. I can see how to do that for one record but obviously I'd like to have the ability to do it for all in one operation. I have 16,000 organization records :-)
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Importing Lead Lists from LinkedIn Sales Navigator directly to PD LEADS
Hello, LinkedIn Sales Navigator is a great tool for prospecting. Unfortunately the interface for LinkMatch , to add LinkedIn contacts as LEAD, is not yet ready. This really is missing. When will the interface for LinkMatch be ready? Even advanced would be to not have to use a third party tool to "grab" Linked contacts and…
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Margin with goals
Hi, We created a deal's field to track margin of a deal. To follow activity of our sales team, we track their margin monthly goal : So we would like to create on Pipedrive a monthly goal of this field. Unfortunately, the goals are possible only with number of deals or values of deals. Is it possible to create a new feature…
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Sales Documents - Multiple languages
It would be nice that the sales document feature is available in multiple languages. When including the date field, it says Saturday for example or the product headers are in English. This is unfortunate as we only provide quotes in Dutch and French to our customers. Does anybody else experience this? Have you found a…
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Quickbook Invoicing: How to create an invoice in Pipedrive that aligns with products in Quickbooks?
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
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Things I wish were possible in Pipedrive
* Linking one contact person to multiple companies. * Linking one deal to multiple companies. * Contact person's role listed after their name on the company overview page ("Sam Smith, CEO" instead of just "Sam Smith"). I would prefer phone number and email to show directly as well without having to open contact details…
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E-Mail sync - IMAP
Hey there, I have set up the e-mail sync for an IMAP mailbox. The e-mail address is michael@domain.de. Now I am connected to the correct mailbox, but the mail address assigned by pipedrive for the mailbox is no longer correct. It is: mya@domain.de or on the second attempt info@domain.de. The second address is critical…
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Is it possible to include separate data fields for "first name" and "last name" in a web form?
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Report on # of organizations in each stage
Hi, My team has been loving the insights feature. We'd love to be able to show on our dashboard: Y axis: # of organizations (segmented by organization) X axis: Stage of deal The reason for this is we often have multiple deals per organization and our account managers KPIs are around the stage of an organization. Let me…
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files section cluttered by email attachments
Hi everyone! We're very happy with Pipedrive, but... After we've synced our mailbox with Pipedrive, the Files section of the deal is flooded with the attachments of all emails. We are using the "upload a file" option in a deal's page to upload the contract or the sales order. Unfortunately, now, it's impossible to find…
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Shouldn't the deal value reflect the Products value, or the recurring revenue value?
It would seem simpler to keep deals updated accurately by having the products selected, or the recurring revenue update the deal data. Perhaps I am missing something, but I can't seem to get Pipedrive to update deal values using things like subscriptions.