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"REASON LOST" Notes for "Lost Deals"
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
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Multi email programme preview
Multi-email-programme preview. I.e. give me the option to view how this email will look in Windows Outlook vs Gmail vs Mac Outlook etc.
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End date for products
We are a platform that has a subscription model. I like the idea of products but i am missing an option to put an end date for anual subsciptions, one a customer has decided to not continue to use our product. This would be great in the combination, once the deal moves to the lost stage.
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I need a professional to integrate SMS automation for me
I need a professional to integrate SMS automation for new leads added to my PipeDrive. Please, only someone truly experienced. I need this done today.
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Threaded comments in Tasks in Projects
We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…
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Capturing contact data from mail signatures
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
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Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
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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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Teams API Call
Hi guys, I understand that there was a teams api that fetches the list of users who are assigned to a team. I cannot find any documentation for it anymore. Does someone have any information about this. ? Thanks
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Creating a report for leads
I want a report that will show me leads, prospects, existing customers that have no follow up task or to do
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Automations time zone
Hello. I'm trying to set up an automation that will schedule an activity at 8:00am LOCAL time but PD is requiring me to select a specific time zone. So if I set it up for 8am Central (where I'm located) it schedules for 6am Pacific and 9am Eastern. Can someone please tell me how to set this up so that it schedules at 8am…
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Organizations: invalid json returned
I have a project on C# that was working through pipedrive API v1 and it broke. The reason is that the company is null for some reason. What can I do about it? var url = $"https://{COMPANYDOMAIN}/api/v1/organizations/{id}?api_token={API_TOKEN}" returned json is:…
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"Activity deal status is lost" condition is not working
Hello People. I have an issue with an automation that works perfectly fine up until the point where I add the condition "Activity deal status is lost" What should happen: Trigger A client calls us on Aircall and Pipedrive automatically creates an activity for that Step 1: To clean up all of those activities they are…
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Workflow Automation: Specify Webform
When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly. In my case: I'd like to set a different label for leads which came from different webforms.
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CC participant in an auto email
I am a real estate agent, and i need to figure out how to send out auto emails to multiple people. I have figured out how to send it to the main person in a deal, but how do i automatically CC a participant?
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Timeline on Projects ? (like on lead / company / contact views
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
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"View only / limited / guest" access to Projects
It would be great to have a free "view only or limited" access to Projects We deal with numerous sub-contractors that just need to access the project details/contacts and any documentation for delivery of the project. Sometimes they need to upload some final documents and images to show completion To have to buy a license…
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Enable/Disable Email threads
Hi, first of all. I know this article https://support.pipedrive.com/hc/en-us/articles/115004281665-How-are-emails-threaded-in-Pipedrive- and I totally disagree. It may be helpful to see the conversation but it should be able to disable email threads for all incoming emails or at least to manually split emails from a…
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Last email sent column
Hi, I am using the last email sent column in my leads overview to track that all leads have been contacted. For some reason, the column value does not display correctly for certain leads. When I click the lead, I can see my email inside so it is definitely recorded, but in the overview the value in "Last Email Sent" column…
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Only activity owner can mark activity as complete
I would like to be able to block an activity from being completed only by the person responsible for it, can you please create this option?
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Chaos in Overview - Remove data cleanup filters
I suddenly see a bunch of self-designed filters in my deal overview. It’s super chaotic and not organized at all. I want to remove them, but it seems that’s not possible. I do have an overview that I can fill in and keep track of myself, right? I only want the filters that are useful for my business. No Data Cleanup…
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Editable double opt-in message
I would be useful to be able to either edit the double opt-in message or get the link for adding it to normal email. In my case the text (in Finnish) sounds funny and is not suitable for getting the confirmation. Just by editing few words it would be suitable. Currently it does not support the function.
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Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
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Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
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Linked Emails Should be Made Public
We have some users who have their default email sync setting as Private. When they link an email to a record in Pipedrive, but forget to ALSO mark it as Shared, no one can see it. They don't know they have to do this. It is an extra step for them. Pipedrive should offer a way to set it so that all Linked emails get Shared…
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My "Add to Klenty" button disappeared under Contacts/People
I typically add my contacts in bulk to an email campaign by clicking multiple people and under the 3 dots on the top right I "add to klenty cadence". I logged in this Monday and the entire thing disappeared. I can still add individuals to a klenty cadence if I click on each individual profile but that will take too long…
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Order of seperating First and Last Name
Hi, I’ve noticed that when I fill in the Person field in Pipedrive, the system automatically splits the name into First Name and Last Name fields. However, in Hungarian, names are written in reverse order (Last Name first, First Name second). This causes the names to be assigned incorrectly. Is there a way to adjust this…
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Help Creating an Insights Report | Tracking Active & Inactive Organizations
I have been researching how to create an Insights report that compares organizations that have had a new deal enter our sales pipeline within the last 30 days to those that have not had any new deals enter the pipeline during the same period. Is that possible? Or are there any creative workarounds you suggest? Thank You
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Keyword Search Within Client & Deal Pages
It occurred to me, that it would be incredibly helpful to be able to search keywords within a profile. Due to the amount of correspondence that can happen in our industry for each reservation, it can be difficult to narrow find pertinent information quickly. For example, I have a client that is one two cruises, one…
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Product feature is not good for reports or handling subscriptions
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…