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Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
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i just imported 355 contacts. how do i bulk export them to leads?
i just imported 355 contacts. how do i bulk export them to leads?
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Sales Call Booking System
Our clients often compliment us on the slick sales call booking system we’ve created at MinorCo. This results in more prospects booking calls and more revenue for the business! Here’s a behind-the-scenes look at our system. Powered by Calendly, RightMessage, Zapier, Kit and of course, Pipedrive!
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Native side bar plugin for Outlook
Highly missing the native side bar plugin for Outlook with some details of contact within Pipedrive like in E-way CRM, HubSpot, CASS … to switch from Outlook to the CRM app.
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Email synchr
I setup the email. However, a few concerns for us 1/ The synch setup ask for folders to be synch. OK, but I have literally a hundreds of folders but if I want to selectively sync just the INBOX of all users to PipeDrive; it will take me the best part of the day to untick each folder. Is there or is there a function to…
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Include custom field (a URL) as a hyperlink in an email template
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
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Create organisation from web visit improvement
Right now when I create an organisation from web visit not all data comes across ie website its there in the details but it does not pull that accross. can this pull across automatically and allow you to change it if you need to?
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Unable to verify email for campaigns
Our company is setting up a Pipedrive account and would like to start sending email campaigns. We have a company domain which has been verified in our general settings - not freemail. When I add that domain as a sender for email campaigns (I guess sender in general) I receive a warning that my domain is DMARC authenticated…
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is there any way to get notified when workflow automation failed?
Greetings, I have a client who runs many workflow automations. He recently discovered many automations failed, but he had no idea that these automations failed. Now he became furious because these automations were crucial for his business. Is there any way to get notified when automation failed? I believe Zapier provides a…
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Sales Inbox Issues continue with Gmail users
Hello, We continue to find Pipedrive to be the worst sales experience we have had in our 50 years of business. Here are 3 of our biggest pains (we use Gmail) - has anyone had any success in fixing their gmail/email/sales-inbox issues?: 1. in Sales Inbox, when sending an email… we type in the recipient of the email and the…
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Aircall Integration - request for summary
Within Aircall you are able to see the summary, to do list and transcript of the call. I think it would be helpful as a sales representative to see the summary and to do list in the note of the call. Then if i need to refer back to the actual call then I would press the link to the call recording.
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Custom fields grouping with automatic show/hide AND "if,then" functions
Hi everyone, A 2 part Custom Fields question: 1/ is there a way to show/hide group custom fields based on another custom field OR based on that group having or not having any data in their fields? As an example, we are a car brokerage and if a customer has a trade in (tick), show the trade in fields and if they don't, hide…
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Notes summary field / Last note
Hi we have user who like to use the spreadsheet view for deals and leads, they would also like to see the last note in a field. would a last note or note summary field be posible Cheers J
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Why Pipedrive replies so slowly to developers?
I had experience working with Pipedrive as a customer and as a developer partner, and whereas experience as a customer was good, as a developer I'm constantly facing issues and getting ignored by Pipedrive support. Half a year ago we decided to implement a chrome plugin for Pipedrive and list it on the marketplace.…
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Product Insights
It would be highly beneficial to allow Product Category reporting.
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Stop Auto Activity Follow up
When I complete an activity, it asks to schedule a follow-up. How do I stop this? According to Chat GPT its in settings, which is what I switched on. But it seems to be hidden even though I'm Admin Go to Pipedrive Settings Click on your profile picture (top right). Select Company Settings (or Personal Preferences if you're…
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Leads: lists and sublists
My leads need to be separated in different sublists. I should be able arrange those sublists with filters and labels. What I need is: _ sublists (examples : leads with a specific role, partners, etc) _ easily accessible - a one click access - (on the right side of the screen for instance) _ That I can filter (filters are…
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Google Voice Integration
Has anyone been able to set up a Google Voice VOIP number to work with Pipedrive calling function on? I have been trying since June 2019,, and all I get since then is; Sierra • 6m agoI do apologize for any frustration this has caused, and I do apologize that we do not currently have a native integration with Google VoiceI…
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Smart data - Push to the person/organisation fields
the smart data seems detached from the main data, can there be an option to push smart data to the person or organisation
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Pandadoc Disappear?
Anyone else notice that the marketplace app for Pandadoc is gone this morning and not appearing in Deals either?
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Pipedrive mobile app email signatures?
Hi All, I've been busy setting up two companies I work with/for on Pipedrive, on separate accounts. Now that everything is set up, I'm using the Pipedrive mobile app more, which is great, however… I've noticed that for outbound emails on the mobile app, Pipedrive uses the default account email signature (in my case, iCloud…
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Templates for activities
I think it might be an appreciated feature to be able to use templates for activities. I have a lot of same activities - like Follow up after 14 days or Call someone after a week. But these cannot be automated as the trigger might be irregular (might be an email or a call or another opportunity). However, these tasks are…
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"Expected close date" missing in email templates
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
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Table of Custom Fields
Is there a way to create a table of custom fields? The field grouping (as I understand it) doesn't give me the functionality we need. I appreciate any suggestions on how to track the following situation: My company sells memberships into different groups. A company may buy a membership in multiple groups. Each group has a…
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extrair relatório
Como eu faço para extrair relatório de pedidos que ainda estão ganho. preciso somente os em aberto. e também quero extra por vendedor indicidual por favor me ajudem, pois no chat ninguem me da retorno e o robo IA não me explica obrigada
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Visualizing ERP data within Pipedrive for sales people
Is there a way to have ERP data such as order lines and stock levels across respectively the companies and product database since sales people are not supposed to have (costly) access to the ERP system (and safety). We can export order lines per customer and stock levels periodically and have them uploaded. Can the upload…
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Bulk Deals or Leads creation via Custom fields & Automation
Stop wasting time on manual data entry! Discover how to automate lead creation and automate deal creation directly within your Pipedrive CRM. This simple yet powerful technique uses custom fields and workflow automation to streamline your sales process and boost productivity. This method leverages a custom field to…
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Multiple organizations tied to the same person
Would you find it helpful to have multiple organizations tied to a contact?
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Can you please add the ability to Child / Parent / Sister Organization relationships via CSV Data Up
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs