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Get Early Access to Multiple Email Sync 💌
Dear community! I’m excited to share that you’re now able to sync more than one email account in Pipedrive! This feature is currently in Beta and is available to a limited set of users and you can get early access to it! 🚀 Here’s how multiple email sync will benefit your sales processes. Eliminate manual hassle.No more…
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Customisable navigation: Seeking feedback regarding company-wide configurations
Hello, In light of the recent release of our customisable navigation feature, we've received numerous positive comments and some requests to enable company-wide setups. To gain a clearer understanding, I'd like to ask the following: How many of you would be interested in having the option to customise the left sidebar for…
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New: Setting the shared dashboard refresh rate
Were your customer or team meetings getting disrupted by how often your shared dashboard was refreshing? That is now a thing of the past, because you can now set how often you’d like your dashboard to refresh on the top right of the page, and you will also see when the last refresh happened. This feature is live for all…
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New: Grouping of Fields 🗂️
Organizing fields has become easier with the ability to create custom groups for fields. You can bundle related fields into common categories to make your information easier to manage and consult. Admin users can: create new custom field groups reorder the placement of groups in the details reorder custom fields within…
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New: Build automations and share them with your team! 🙌
Hey, Pipedrivers! Setting up team processes is a big responsibility and we have now made it easier. If you are company admin, you can now build automations and add to them any users of your choice. They will work exactly like if your team mates have built automation by themselves, including the right email inbox and…
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New: Products + images is here! 📷️
Hi 👋 I’m a PM at Pipedrive working on the Products feature, and we’ve just started to roll out the new Product Images feature. What will you get with this release? You can now add images to products in your catalogue, so you can: see the image when searching for a product to add to a deal see the image in the list of…
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Email Alias
Dear Pipedrive Team, it would be lovely to be able to send mails from pipedrive with alias adresses. I use mainly gmail but with an alias email adress. Unfortunately when sending from pipedrive, the mails don't exist in my gmail sent box (neither in the inbox). So unfortunately i can't use pipedrive, all my 10 year…
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Integration with invoicing applications
Hi all, I'd love for Pipedrive to connect with invoicing applications. I tried QuickBooks but I'm not a big fan of that program. Too much focus on US and European systems. Many banks are not recognized, and multiple currencies are a hassle and quite expensive to use. For PIpedrive it makes sense to create an invoice from…
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Show Leads on Map
Our outside sales process involves personal visits to leads. However, there is no way to use the "nearby" mapping feature for leads. Mobile only has mapping available for Organization, People and Deals to map. This means that we will need to create a full org/person record for the hundreds or thousands of leads in our…
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Trello Integration | Power Up's Bug?
Hello, I’m currently running into issues with Pipedrive’s “Power-Up” functionality inside Trello. The screen just keeps loading and doesn’t show. I cleared my cookies/cache and I’m still running into the same issue. I’ve done the following: Restarted laptop. Uninstalled the connection. Reinstalled the connection. Updated…
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Smart Docs - Sign request Option
Currently it is not possible to send a document to fill out items (text fields) without requesting a signature which would be a useful function for sending clients a needs analysis form to complete.
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Schnittstelle zu LinkedIn Sales Navigator / (LinkMatch)
Hallo zusammen, das Tool LinkMatch bietet die Möglichkeit, dass man Kontakte aus LinkedIn nach PD exportieren kann. Leider hat PD immer noch keine Schnittstelle zum direkten Import von LinkedIn Kontakte in das neue Feature LEAD. Gerade wenn man mit LinkedIn Sales Navigator Lead listen arbeitet wäre sehr wünschenswert, hier…
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How I can automate lead distribution using the robin round method?
I tried router jet but it can work at a deal level not lead inbox level. Is there any other method to do that? or setup activity of assigning lead using workflow alternatively between 2 sales teams?
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Problems with the Pipedrive signature
Hello, I have been experiencing trouble with or company signature with Pipedrive. I copied and paste the same one we use in gmail, (it has a gif and our info and rrss icons to the right) and it looks okay in pipedrive. Nevertheless, when I send it and someone opens it from their emails, the signature look AWFUL inside gray…
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Ability to style System Generated Campaign emails and page
I can not find a way to style to double opt-in email or the unsubscribe page. Even if it is just to add corporate colours and font style. At the moment neither the page nor the email looks like they belong to the company. Can this be made available or advised how this can be done?
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Projects Add-On: current state of things and future
An Important Message to Our Community Members As the newly appointed product manager of the Projects feature, I wanted to take a moment to address this matter with utmost importance. Your feedback and continued support are invaluable to us, and I want to assure you that we have heard you loud and clear. First and foremost,…
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Lead to Won Deal Report
Hello! I feel like Pipedrive can do this, but I am struggling to find where... Our Marketing team has a number of web forms and other processes in place to get Leads into the Leads inbox. Viable leads are eventually converted to Deals. Then a (sometimes long) period of time can pass. The Deal is eventually (hopefully) WON.…
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Set language of meeting planner invitations
Hi, We would like to set the language of the invitation according to the receipient in order to serve the customer more individually. At the moment he has to switch from the the preset language to his own. But I don't think that many customers will find this button.
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Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
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Embedding Schedule
I'd like to see if we can get HTML so we can embed the schedule on our website. I'd also like to be able to REMOVE the person's name as that may not be who they end up meeting with. And if it's possible to remove the large pipedrive tag at the top (especially since this is linked to the scheduler info page on PD's…
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Leads: Labels as a Filter Option
Hi Team, It would be great to apply lead labels within filters (unless I am mistaken). I appreciate there is a "label drop down" however it doesn't substitute for full filtering functionality. Any suggestions?
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Weird behaviour in webhook API
I am trying to create a webhook via API but the webhook that is created via API is not visible in UI in few cases but the API call returns success (200) Scenario 1 : Webhook API call via api_key -> In this case webhook is visible in UI Scenario 2 : Webhook API call via access_token -> In this case webhook is not visible in…
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Support Role Based Sales Inbox such as sales@
We utilise a sales@ inbox to receive customer enquiries. It would be useful if this mailbox could be set up in Pipedrive as a central mailbox. Then any emails received are public and can be viewed by ANY Pipedrive user. Any user can set up as a lead/Deal and any user can reply via the sales@ email address. So users Sales…
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Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
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Merge tag problem in the sent email
Hi All, I'm working on my first email campaign. I would personalize it, so in the text I used "merge tag", and it beautifully shows *[FIRST NAME]* in the needed positions. I use myself as a test person, and I uploaded myself as a "person" to Pipedrive, so checked myself in the system, my data are detailed in Pipedrive, I…
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CC on Bulk Email Option
would it be possible to add the feature of cc to bulk emails so that you can CC a coworker if needed on 20 emails being sent out?
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Google Drive (Videos) Link Sync
In Projects, we can add documents from Google Drive but we can't add videos. We want to be able to link videos from Google Drive to our projects for quick reference. Not to upload the video to Pipedrive project, just connect them so they're easy to find in each project. Is this possible?
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Multiple Custom field creation using api
Hello everyone, i have been trying to create multiple custom field on pipedrive crm object, it's fine if we create one but while creating multiple custom field it throws me error "body invalid" . Is there a way to fix this or alternative method to do this
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Can I change email inbox to unthreaded view from conversation view?
Currently my email shows in a nested, conversational view (like Gmail). Can I change it to an unthreaded view so that each email is separate and distinct?
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How to show multi-day Task activities as overdue only when final day has passed?
Hi there. Activities as you know have a start date/time and a finish date/time. They are not limited to one day - there might be a task that takes multiple days to complete, or it may not be critical that it occurs on a certain date, only within a certain window of time. We measure our teams on Overdue Tasks to ensure that…
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Workflow Ideas: LinkedIn to Pipedrive Leads & Deals
Hello! Our marketing department is interested in tracking the full life cycle of our LinkedIn ad campaigns, from ad to sold service. I am looking to hear from the Community about how you built this utilizing Pipedrive's tools and reporting. Details on what Marketing wants to track and our draft process (which we don't…
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Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
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Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
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Use cases for Customer Success?
Hello! We are new to PipeDrive as our CRM and while we are building for our sales efforts, I'd like to optimize for customer success as well. Would love to hear any use cases/ examples of information you are tracking from a CS/renewal/expansion perspective.
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Real Estate Business
Is anyone in real estate using pipedrive be able to give me some feedback on a couple of issues I'm finding? I am in the Trial Period. Thank you!
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Allow creation of SEND FROM as email addresses using SMTP
The option to add email addressess that can be used as a "SEND FROM" email address by any users or defined by user group. These could be configured with a SMTP server (for instance we use Postmark). If we wanted an email to be sent as sales@ or team@ for instance and anyone can send using that email address. Also allow to…