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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
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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…
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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…
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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…
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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…
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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…
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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?
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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?
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Square Integration
A Integration with Square POS/Invoicing would be the best thing in the world. We use square as our POS so its natural to use it as our invoicing app as well. I would love to be able to invoice customers within Pipedrive and share customer data between the two databases easily.
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Bulk editing fields from other views
I would suggest ability to bulk edit organisation fields, when you are in list deal view. Today, my use case was: export all contacts, that are under organisations, which have deals in these stages of pipeline Since there was no possibility of bulk editing, first I created custom field for deals, did filtering and bulk…
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Web forms - delete ReeCapchta
Hi I does not seem to be possible to make Pipedrive forms look nice on WordPress site. Has anybody succeeded in deleting reCapcha button - it looks awful, takes a lot of space and does not work either. My form looks like this
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Setting deal value with Automation
Hey I have a question regarding automation and setting deal value. Now for reporting purposes we will be duplicating deals with Automation. But at the same time I would not like the deal to be counted 2x in terms of turnover. In my own small head I thought if it told the Automation to mark deal value as 0 and I would be…
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Customise data fields - Multiple options - Add quantity
It is very important for us to also have a quantity for each of the multiple options, is there a opportunity to add the option of quanity to the multiple options?
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Calendar sync: one user, two calendars.
Hey guys, It would be nice to be able to sync two calendars in one PD user. Some people use two different calendars (with a private and a professional email accounts, e.g.), and at the moment we can sync just one of them with Pipedrive, which makes it hard to have a good overview of the schedule. Thanks!
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Is there a way how to add deal profitability or margin instead only deal value.
Is there a way how to add deal profitability or margin instead only deal value.
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Require ability to use Custom Fields for Insights Dashboard/Reports
Firstly, the Insights Dashboard reporting is a fantastic improvement for Pipedrive. One area which could however enhance this offering even more, would be the ability to use custom fields when setting up a new report. In our particular scenario, we have a custom field on Deals called 'Business Unit' whereby deals are split…
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Lead Feature
The functionality of the new lead tab is very limited when you try to convert to a deal you can only add some fiels but not all of them.
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Date Of Birth Field or Year in Date Field Extension
I would like to see a DOB range added for custom fields as I need to track this and the only way to currently do it is manually type the DOB date into the date field - can you add either an extension to the year range in date fields to go back say 60 years - or alternatively add an entire DOB add on for fields? Thanks
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Is there a way to add a label (Cold, Warm, Hot) to leads generated via LeadBooster?
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show deal name and person name when adding deals to activities
In the activity view, when having a specific activity open, or past activity open (call activity, let's say), you can add which deal it belongs to. But when you open the deal, if you call the deal name the same for everyone, because you know it's the same type of deal but associated with different people, all deals show up…
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Ability to report on products inside deals
I would like to have the option to see also the Product NAME, as we have now the options Quantity,
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Merged: 1 person, 2 orgs
This discussion has been merged.
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Phone number export separated by category
I would love the Pipedrive developer of the category (work, mobile, private) phone number feature completes his work and allows the Pipedrive standard export to export in separate fields by category. Actual you have all phone numbers in one field merged and makes it close to useless. Idea from support to create custom…
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Contact Sync - more than useless feature (at the moment)
We started using Pipedrive in our small company with 5 employees a couple of weeks ago and we absolutely love it <3 Therefore I do not understand why the contact sync is so totally useless designed. I undertand that a two way sync for all contacts will produce a lot of duplicates but a sync feature is useless when I am not…
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Contacts and Organizations with a "not assigned" user.
When we migrated to Pipedrive, I became the owner of all contacts. My colleagues picked up their contacts and thousands stayed with me. It is not manageable for me to have it this way. I have tried to filter in different ways but have come to the conclusion that the best solution would be a user "not assigned". We are not…
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EMAIL SYNC INTEGRATION > GMAIL > HANGOUTS
An interesting quirk of the way you have sync running, and probably the way Google has set up hangouts, is that hangout chats in Gmail's web interface end up as emails in Pipedrive. It would be nice to be able to turn that off.
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Merged: WeChat
This discussion has been merged.
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Web forms & Automation in pipedrive
Hello, I was talking with Pipedrive support today about how to setup a certain automation in combination with web forms. In short: I have a webform, which creates inbound leads with DEAL, ORGANIZATION and PERSON. However, we work with multiple persons in the team, and I want to autodistribute those inbound requests: 1st…