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How do you embed BANT/MEDDIC on Deal records?
Hi Pipedrivers. Is anyone out there using BANT or MEDDIC for sales qualification, and how are you configuring your Deal records to support the methodology? What custom fields are you using/whats your setup to codify the process in Pipedrive to support sales enablement?
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Smart Docs - eSignatures - Field for signing too small
Hi, could you adjust how the field for signature is shown on mobile devices (smart phones and tablets)? Look below (taken on iPad) - it's way too small to make a signature comfortably with Apple Pencil, almost impossible to make it by a finger.
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Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
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Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday v
Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday vs. Sunday? Thx
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First activity date/time
Hello Pipedrive Team, Just wanted to reiterate my proposition to create a column "First activity date" for the deals filters. I proposed this a year ago already. All the inbound leads coming from our website are automatically and immediately integrated to Pipedrive. It creates a deal in the first stage of the Pipeline.…
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I'd like to create an automated report on a specific pipeline on a weekly basis
I'd like to receive an automated report on a specific pipeline once a week. Say for example this is what I'd like to automate once a week: -Weekly report of the actions made/progress of a specific pipeline. Please help me figure out what to do and how to automate this. Thank you!
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Chatting with a support person instead of a chatbot
The chat-bot is just another few clicks to what you really want - to chat with support. I have NEVER seen the chat-bot being able to answer my question, always I have to wait for the bot to admit it cannot help me, and then it will forward to the real support. In theory it sounds great with a bot, but what you really want…
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Partner Email Template Access
As a partner seat you get access (once applied via settings) without the need to use other users' logins. However I've noticed a slight project block where I am configuring email templates, but the project plan requires the client to sync the correct email inbox. I cannot configure account specific email templates until…
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Did contacts timeline get moved up to Professional?
I am pretty sure that the contacts timeline feature used to be part of the Advanced plan. I know I used to use it or something very similar. Did this drop from Advanced and now is only available on the higher-tiered plans?
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Connect custom field to multiple objects?
I want to create a custom field, for example "referral". I want to add this field primary to "Organization" and secondoy to contact. Is this possible? So for example, when i enter any information to this field in organization, this information (or field) should also be shown in contact without filling it again.
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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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BCC Mail not working
Hey all, I have a question/problem. Maybe you guys know how to solve it. Problem: In the past I clicked on a contact email in my Pipedrive, a new email opened an automatically put the BCC deal address in my mail. But since yesterday the BCC mail is missing. I have the essential package. Do I need the adjust settings?
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Is it possible to get data alerts from Pipedrive to email and/or Slack?
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
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Ability to rank values in multiple option custom field
We have a multiple option custom field on our pipedrive organizations that we use to record different software solutions that our clients use. We would like to be able to rank the values in this multiple option field i.e. the providers each of our clients use the most.
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How to get the Web Visitors to work on gatsby site?
I am trying to track the website by adding the script it mentioned on my site. I tried it locally and by hosting the site on netlify as well but nothing is showing up in the dashboard. It's been about 24 hours already but no data at all. The script is showing in <head/> . Is embedding the script enough? or do we need to do…
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Add more automations feature to Projects
I think it would be indcredibly helpful if there were more automation options when working on projects. Example: If i create an automation that create and activity after previous activity is done, there is no way to tell the automation what "phase" the activity should land on. Its something you have to do manual.
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Forecasting Revenue against Budget
Hi Can anyone help me or have come up with an idea on how you can set your target revenue then view your forecasting revenue against this. It seems a simple yet important function in sales yet I can't work out how it can be done. The goal function does not work for this. Thank you in advance
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Advise on JIRA Integration
Hey, Has anyone got integration to JIRA and are able to share some use cases? We are looking at options so that we can manage customer-related activities from Pipedrive in our team workflows on JIRA. Thanks Jake @Marketplace Apps @Pipedrive Integration
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Is it possible to "synchronize" multiple Pipedrive Company-Accounts?
To keep it short, here's our situation: We are part of a corporate group of 5 companies and were the first of those 5 companies to start switching to Pipedrive a few month ago. Now the others are following and we'd like to find a solution to the following scenario: Each of the companies has their own list of clients…
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How to alternate person-owner in automations or automatic assignment?
We have leads that come in as contacts and we do not use the leads tab in Pipedrive. Instead, we assign person-owner when someone fills out one of our forms. We want to start alternating who gets these contacts as they come in between 2 people. We cannot figure out how to alternate these contact owners.
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Date Ranges on Automations
Pipedrive automations only have due dates for automations but a date range feature is desperately needed. I have an automation rule to create new activities for my deals to indicate "Event Days" for each deal, but I need the deals to reflect the date range of the deal instead of a due date. This is important because I have…
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Stop Email Sequence When Contact Responds (...workaround???)
I'd like to setup a flow so that when a deal is moved into a new deal stage, an automated email is sent (email 1, 2,). BUT, I'm looking for the advice on how to stop the sequence when there is a response from the prospect. Open to feedback on ways to do this with workflows within Pipedrive, Zapier, or combination of the…
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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
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Hebrew language support
Are there any special features or modules to install for the Hebrew language?
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Resend Emails to Unopened Recipients
In Campaigns, we want an option to resend the campaign after a specific number of days to the recipients who have not yet opened it, ignoring recipients who already have.
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How to link Person and a Deal with Zapier?
Hi, I've tested multiple times, but I cannot link a Person and a Deal on Zapier. Person is never assigned to a Deal. What I'm doing wrong? Usually the flow is this: Create a Person Create a Deal
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Activity Tasks In Project - Can we create subtasks under 'activity tasks' in templates
We want our team to see a to-do list of tasks and subtasks in their activity section. While creating a template the only way to subtask items is to use the task option which means we cannot see our todo list of tasks in the activity section If we create an activity to see it in our activity section - now we cannot subtask…
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How can i Manage Different Contacts with same email and Organization?
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…
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Best way to have EA screen emails and create deals?
Hi! I'd like my executive assistant to screen incoming emails (to my email) and create deals based on those emails. We each have unique Pipedrive users. I want to avoid doing the initial screening and deal creation myself as I have other responsibilities. What is the best approach to this? Share a single user (mine)? Sync…
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How to automatically complete an 'Email' activity by sending an email
Suppose that I have an 'email' activity linked to a deal. Once I send an email, this email is automatically linked to this deal through email sync or smart-bcc. I'd like to know whether such an automation can apply to an email activity as well. Right now, I have to mark each email activity as done one-by-one, which is…