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Deals List - Export Data
I am not seeing a way to add a column for "Parent Organization" to my deals list. Does anyone know if this is possible? It would be extremely valuable to my business if we could export a deals list with the option of seeing parent organizations information. I don't think this would be that difficult of an option to add to…
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Looking for professional consultant to assist with setting up Insight and Dashboard from my company.
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Turn OFF Automatic Email Linking to Deals
We are facing a problem. When some of our users turn on Email Sync, they forget to NOT select automatic email linking to Deals. Then Pipedrive links all their email history to Deals, making incorrect connections, and most concerning-- creating new People and Organizations for these Emails. This is a big problem as it is…
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Email Tracking Organization
I have seen many posts ask this and lots of employees "tagging for feedback" but I'm wondering what the status is. It's doesn't save much time when tracking emails and link clicks if we have to manually scroll through thousands of lines in the sent folder, hover over the eye to see how many times it's been opened, or…
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How can I add a second phone number in the lead mask? And how can I SEE the second phone number in t
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Migrate Data from One Custom Field to Another 🔄
https://pipedrive.hubs.vidyard.com/watch/MDUg2PWw2bSGEHX88c4rpk?Learn how to map data from one custom field to another using the universal identifier. This will require an export and import from Pipedrive - but don't worry, it's super easy! Just have a look in the video 🎥 🔔 Be sure to check out the full Learn from a…
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Feature Request - Conditional/Nested Fields in Deal Details Section
I would certianly find this feature useful and can explain the concept... My company make 3 different types of sale - Products, Services, Support - for example. I have added fields to my Deal Details section to capture information about these sale types. Currently all fields show and sales people have to know which fields…
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Sync existing Outlook calendar events with new Pipeline activites?
In order to avoid duplication and to streamline work, is there a way to pick an existing calendar event ( a meeting invite for example) as a Pipedrive scheduled activity? Thanks/Erhan
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Histórico de E-mails
Olá! Alguém sabe de uma melhor forma de encaminhar todo o histórico de e-mail para um contato sem ter que ficar abrindo os "..."? Essa forma acaba sendo muito manual e há chances de erros e esquecimentos. Obrigadaa
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Implementar Pipedrive
Buenas tardes, Quisiera saber si conocen una empresa que implemente Pipedrive? Me gustaría conocer el producto y ver si es viable implementarlo. Quedo a la espera de sus comentarios. Muchas gracias
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How could we better the mail deliverability score ?
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Email Campaigns - how to send and what tracking is available?
Hello! First time user of Pipedrive. From a Marketing standpoint, does Pipedrive allow you To send email campaigns out and also to track the open rates? Thanks!
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Survey: Tell us what functionality is most important in our new project management area 🏗
As some of you know we're currently developing a new project management area in Pipedrive mainly focussed on continuing the tracking of your tasks, projects and delivery after your sales deal is closed. To be able to better understand the priority of certain functionality in our upcoming project management solution I'd…
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I have deactivated a user...can I assign this license to a new starter?
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📽️ From Zero to Launch - How the Pipedrive team launched a new product from scratch | September 8, 2
If you couldn't make it to the live event or would like to rewatch, you can find below the full 'From Zero to Launch' product meetup. This is a unique opportunity to hear Krishna Panicker, Maria Lasprilla, Jana Waldschmidt and Agne Kinks share their stories on how the Pipedrive team launched a new product from scratch 🚀…
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How to import 2 emails address for the same contact?
Hello, Do you know how to import 2 emails address for the same contact without using API ? I tried to import by using the Pipedrive Person ID but it doesn't word Thanks for your help
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Prosjektstyring med Pipedrive
Hei! Det er mulig jeg er alene om dette, men det ville ha vært utrolig bra dersom det hadde vært mulig å bruke Pipedrive til å håndtere enkle prosjekter direkte i CRM-systemet. Er det noen av dere som har erfaring med dette eller vet om dette er noe som kommer? Mvh, John
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Does The ChatBot Really Throw Away Conversations?
My company has just recently found out that even if someone enters their name and phone number into the chat bot and you ask anymore questions after that you will lose the lead and all of that information if they decide to leave the chat. No notification will be sent and you will have no idea anyone has ever given you…
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KPI & Sales/Revenue dashboards
Hello everyone, I would like to have your feedback on the best KPI dashboard (sales/revenue dashboard) you have used so far. Among those which can be integrated to Pipedrive easily we have found Plecto, Dearlucy and Databox. Can I have your opinion on any of the above if you have used them? Is there any other software…
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Pipedrive Automation Reliability
I have multiple automation workflows set up to create the next activity when the previous activity is marked done. Many times the next activity is not created even if it should have. There is no automation log like Zapier to look into why something worked or didn't. Because of this erratic behaviour and the lack of logs to…
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Lead sorting does not appear to be working
Hi Guys, new here so apologies if I'm putting this in the wrong place. On the leads screen the A-Z sorting does not appear to be working on either the organisation or the contact. Below has been sorted by organisation.
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Reaction time(in hours) for first activity marked as done
Wanted to track reaction time for first activity marked as done of new deal by hours, any suggestions how to do it?
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Organization growth chart
For the sales funnel to be Full you need enough leads / organisation's....I created a field if the organisation is qualified so it's possible to make a chart on that....How can I monitor my lead / organisation's growth ?
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Link my own form to LeadBooster Web Form script
Has anyone tried linking a custom form to the LeadBooster Web Form script? For both style and data reasons I want to use my own forms on my website and submit the data via the LeadBooster Web Form script (e.g. I might combine two or three data fields from my form to be submitted as the "message"). Looks like if I create…
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Is there any field who add tax+total sum? [Produkt delsum (product subtotal)]+ [Produkt skatt
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“Custom fit Pipedrive to your business needs” webinar Q&A. Unanswered questions
Hi dear Pipedrivers! Many thanks to all of you who were able to join James Campbell and Tonya Kilgore at the webinar last Tuesday. Today we are happy to let you know, that Tonya and our greatest Product team have finished answering your questions, that we didn’t have time for at the webinar. Find the Questions & Answers…
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Companies logo
Hello, How can I upload a company logo for use in Smart doc? I think this function is very important as no proposal or contract is sent without the client's logo. ------------------ Hola, ¿Cómo puedo subir el logotipo de una compañía para usarlo en Smart doc? Creo que esta función es muy importante ya que ninguna propuesta…
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distribuidor implementador en argentina
estoy buscando para dos clientes mios un crm con manejo de oportunidades, reclamos, atencion al cliente, en uno necesito integracion con collab en el otro es mas sencillo. como encuentro partners de pipedrive en argentina?
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Filtering People/Contacts by deleted organizations.
I am in the process of tidying up 4 years of Pipedrive abuse by our team. Basically we have done several imports over the years and ended up with around 12000 junk organizations each with 3 or 4 linked contacts. I have managed to clear out most of the worthless organizations, but the contacts are still linked to the…
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Customised Drop Down Menu with Text field.
We have a web form where we ask "Where did you hear us from" and then let visitors to select the answer from a drop-down menu. At the end of the menu, there is an Others option. We want to have a text box (open clicking Others) where they can fill in custom values. Could you please let me know how we can do it?