-
Automação E-mail de aniversário.
O PipeDrive poderia fornecer uma forma para criarmos uma automação de enviar um e-mail modelo ou atividade na data de aniversário do lead/pessoa. Seria uma ótima maneira de manter um contato com lead em um momento sensível, o aniversário.
-
Title of Deal/Lead in New Web Forms
In the new webforms currently in Beta, the title of the deal or lead created by the form defaults to the name of the person to whom the deal is assigned instead of the name of the company that has submitted the deal as webforms defaults to now. For example, if a company named "XYZ Company" were to submit a form request in…
-
Sync calendar to pipedrive with ical
Does anyone know if it´s possible to sync the Pipedrive calendar with ical. I just checked the site from Nylas.Inc and there it´s an option. Is it not integrated with Pipedrive? Thx.
-
Automatic Pinned Note feature request
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
-
Open a new tab when clicking on a linked deal in email view
Hi ! Presently when looking at an email in the Inbox, if you click on the linked deal, it replaces the view of the email by the deal view you clicked on. It would be better if clicking would open the related deal in a different tab so I don't lose the email view. It is important to be able to check the related deal keeping…
-
Integrating notes together from Leads and Contacts?
I'm having an issue that is driving me nuts - I input a Lead and start making notes. If the Lead is also an existing Contact, even if I link the Lead to the Contact, I end up having notes in two different spots, which leads to double/triple Activity prompts filling up. If I just keep the Activities assigned to the Contact,…
-
AUTO-MERGE OPTION FOR DUPLICATE DEALS/PEOPLE/ORG FIELDS
For example we pipe people from our website into PD bases on a questionnaure. If they decide to resubmit their info another time, PD creates a duplicate deal/person/org. I would love to have the options to merge deals if the email is the same. This becomes a problem because I think use zapier to pipe into Klaviyo for email…
-
Avoid Duplicates with your unique key
To avoid duplicates. Give the possibility of importing databases on the basis of a unique key of our choice, not only on the basis of the company name or the contact name. Example, each company in Belgium has a unique 9-digit company number
-
Automation with a custom field in person.
Hey, Pipedrivers! I have Custom Field in Person named "Category". This field contains number. From 1 to 5. It is analog of rating to list of contacts I have. I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in…
-
unlink an email from a deal and link it to another one improvement needed
Hi, When unlinking an email inside a deal, we should have an automatic pop up to link it to another deal. Instead, presently, the email disappears from the deal as expected but if you want it to be linked to another deal, you have to look for it back into the Inbox or the archive in Pipedrive mail... Not very practical.…
-
Bulk transfer of leads
Hi Team, wanted to give feedback as I've learned that there is no way for me to do a bulk transfer of leads from one owner to another. In cases where an owner is leaving the company, if they have over 500 leads, all those leads has to be transferred manually and that will take too much effort and time to complete. Please…
-
Product Reporting in Deal Column view / Product Variations & Product Bulk Editing
First of all, our company enjoys using PD, and it is a valued system with many benefits. We are a Sales company with over 900 products, each Product can have up to 5 different Product variations (different backings, colours or materials of one product) each Product Variation has different pricing. We are required to do…
-
Request: sections on the sidebar fields and custom fields per deal type
Hi! I love Pipedrive and as a reseller (we offer a software product in the solar panel market) we have ~25 clients using it. Most of them are quite happy with it. One nuisance we're having is that adding a number of custom fields soon gets a mess in the sidebar. Having some section headers would really help! See…
-
Move Early Stage Deal (lead) to Leads Inbox
The Lead Inbox is a great tool to declutter our pipelines. So, can you please figure out an easy way to move early stage deals, that were basically acting as leads, over to the leads inbox?
-
Leads: Integration with Activities
All, Playing with the leads inbox some more: * Scheduling the activity for the lead works well. It might be helpful to be able to set an exact time, in case someone asks to be contacted "Friday at 2pm". * When I schedule follow-up in the Lead Inbox, however, the "identifiers" of the leads are not available in the activity…
-
E-mail Scheduler and Multiple people booking the same time slot in calendar
The e-mail scheduler feature - to choose a time when the e-mail is going to be sent, would be very helpful. This is for replying to one-off prospects from campaign but abiding to their timezone. The second feature i would like to use for scheduling webinars where multiple people need to click and schedule the same time…
-
Adding an emoji to the GCalendar entry when an activity is created
When I create an activity (email, meeting, task, or call) it only appears as a regular entry in the GCalendar. What if PD marks the entry with an emoji which resembles the type of the activity it's created for? So I would have a clear overview of my different tasks when I open the GCalendar and not just a bunch of…
-
Click Rate in Pipedrive
Hi - it would be great to have a report or a way to quickly see at a glance the click rate for links, attachments etc. in a group email campaign instead of having to go into each email individually when you have sent hundreds of emails in a campaign. Thanks!
-
Default deal display fields
I need to override the default pipeline behavior to display each deal’s PERSON instead of the ORGANIZATION. Removing the connected ORGANIZATION is not an option. Thanks for help! Joel
-
Uploading files via Pipedrive webforms.
Greetings all. I am attempting to create a web form which allows potential clients to request a quote from us. It needs to allow them to upload files such as pngs and jpgs - is there a way to do this via the pipedrive webforms ? Thank you!
-
Customize User Interface (Remove Nav Buttons)
If I'm not going to use the "email" feature, I should be able to remove that button from the navigation bar. The same with "products" and a few others. Less is more and I should be able to only show what I want as part of the system.
-
Turn off data measurement when moving a deal backwards
Hi, It would be nice to be able to turn off data measurement when you move a deal backwards in the pipe. To give a concrete example; one of our operational KPIs e our sales team is measured on is booked meetings which is connected to our third stage (trigger is that when a meeting is booked, move from stage 2 to stage 3).…
-
create lead from e-mail
In my idea I would like to use lead as contacts that are not become clients and to keep "contacts" only the reliable clients. For this reason I would like to know if there is a possibility to create a lead from e-mail as now there is for contact. I look forward to hearing from you. Best regards Marco Zari
-
Append to custom field using automation/workflow
Does anyone know how I can append data from a Deal custom field to a Person and Org company fields using a workflow or automation process? I have the same custom field across Deal, Person and Org records and when a new Deal is created and the custom field updated, I want the value(s) to append to the Person and Org record…
-
Move the new 'Leads' on the nav bar; put 'Deals' back where it always was
It's not too late! You have put 'Leads' on the nav-bar where 'Deals' has always been. That means I'm going to need to spend months retraining my muscle memory for no great reason. I've been using Pipedrive for years now. I live on the Deals page. Whenever I am somewhere else in the system and complete that task, I go back…
-
Feature request: Folders in Leads
It would be very helpful for us if there is the options to create our own folders under Leads. Where now there only are folders based on activity or archived, it would be great if we for example under archived could create our own folders so we could organize leads which didn't turn into deals at the moment. Besides I have…
-
Contact details update form
Hi! Looking to suggest functionality whereby each contact would have a unique and secure URL to access a web form, allowing the contact to update/edit their own contact details. Admin would set which fields were editable/accessible by the contact. This will assist in a ’new client’ workflow by reducing data input and also…
-
Decide which calendar events trigger a reminder in the Activities tab
My request: I wish we were given more control over which activities count as activities. Specifically, I would like activities (lunches, calls, meetings, whatever) to trigger a reminder in the Activites tab ONLY if they were created from a deal's "Schedule next activity" menu. Here's why: I use my work GCalendar both for…
-
Ongoing Notification Emails for Overdue Items
Currently there are notification reminders for activities at the due date. However, do others feel it would be useful to have automatic reminder emails for over due items at a set interval (1 week, 2 week) until they are marked as done. This could be a global company setting. Does anyone have any work around for this?
-
Automatically create PipeDrive leads from other applications
We are looking for ways to automatically push leads into PipeDrive from other sources (other tools), not via an import, but via an API of maybe even Zapier. Is this already possible. If not , are there any plans to add this?