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Pre-fill a field (text, number, monetary)
Hi! We have a request to be able to pre-fill fields on demand. I.e. there is a fee, or a clause that we always want to be a certain way so that it would reduce time spent on creating a deal as the value is set, let's say at $500. Now, there can be exceptions, so then the field can be edited for, say, $450. But, until this…
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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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Activities deleted
All of my current activities have been deleted. This happened once before and I had to go to my deals, check their emails, and set up the activity again. How can a mass activity delete happen?
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WIN Celebration
One of my salespeople came to me disappointed that the celebration (bowling a strike, sinking a putt, etc) doesn't happen every time. He won five deals and "won" each of them in quick succession. Does timing play a role in the celebration happening? It may seem silly but this celebration moment really is enjoyed. Curious…
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Can you sort Tasks in Projects by Due Date?
I would like to be able to sort tasks in Projects by Due Date so we can do through them chronologically during stand ups and meetings. Is this possible?
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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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Add email address and update contact - Sales Inbox linking trigger?
I've realised that for many Sales Inbox emails I've synced to Pipedrive, they aren't matching to the Deals. So I've then gone and looked at the Deal and then either the person I've emailed isn't linked to that Deal ... or the person is missing their email address! Question - my feeling is that emails are only automatically…
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Ajout d'une personne ou d'une organisation et affaire
Bonjour, "Oups ! Le message suivant s'affiche lorsque vous cliquez sur ajouter une personne ou une organisation : Something went wrong" L'assistance ne répond pas depuis 30 minutes environ lorsque j'ai signalé ce bug. Idem, lenteurs lorsque je souhaite ajouter une affaire. Quelqu'un d'autre est-il confronté au même…
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Postman... updates
A couple Postman questions. Where can I see the Pipedrive version, in my Postman? If I import a newer Pipedrive version into my Postman... the import will only overwrite the existing items with in the collection... correct? It won't change anything that I have created, with my data in it... correct?
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Entegrations with Timeline
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
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Automatically creating a "Done" Activity after an email is created & sent
Hi can anyone tell me if there is a way to automatically record an activity as done once you have say created and sent and email. I would like to track how many emails I am writing without having to then go and created the activity and set it to done.
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App not getting installed
My app was approved and got listed on Public marketplace of Pipedrive. But when I am installing the app, it redirects me to my product's Sign-Up page and after entering the credentials, it get's logged in inside my product. It is not getting installed and I can't use it's functionality. Can you guide me with the process ?
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Report Activities with long notes
Hello there, we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The…
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Is there a way to export all the activities/notes/emails of a deal?
We'd like to create complete dossiers per deal after completing one, saving it outside of PD. * All fields * What & when activities were done * What notes have been made * E-mail traffic * etc... Basically everything we've done to complete the deal should be possible to export as a whole. Somebody outside of our company…
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Searching for activities [BETA closed]
Hey Community 👋 We're excited to let you know that we are soon starting the beta-rollout of having activities searchable. It's been one of the most highly requested updates we've been hearing about search. UPDATE (3rd January 2022): BETA closed. Thank you, everyone, for your interest in the BETA phase! We have closed BETA…
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Hello, how can I transfer a previous email conversation to a new lead? Thanks a lot.
I must transfer a historical conversation record to a new lead for customer follow-up.
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Hello, How can I bring an old conversation from my email to a new lead? Thnks a lot
I need to bring an old conversation record to a new lead for follow-up costumer
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Missing field in the deal "Deal probability"
Hello, As far as I understood there should be the ability to set the probability for each deal separately. Unfortunately, I cannot find the field or button for it. I am the admin and the only user in the system. Does anybody know how to fix it? Thanks!
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How do I have a Contact field automatically inherit a field from the Organization level?
I am utilizing the Lemlist integration, which requires any custom fields used to be at the Contact level. The field I want to pull in is an "Insight" that I have added to the Organization level. I want that Insight to be inherited at the Contact level for any contact tied to that Organization. I spoke with support, and…
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A bit confused about "Email Template Person"!
Hi Guys- In the automation workflow actions, there is an action called "Send email using template"- to use this action, one must indicate a value for the field "Email Template Person". My question is: does "Email Template Person" mean to send a copy of the email to the person who created the template? or to the person who…
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Why footer items do not display when converted to PDF from google sheet
Any idea why my document in smart docs does not display the footer items when downloaded as a pdf or shared in pipedrive as a pdf? The document was created in google sheets.
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Create leads based on incoming email
It would be great if leads could be created based on incoming emails. Example: Any email sent to leads+yourcompany@enqlare.com create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
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Notes in Filters
I love to make filters in Pipedrive. Sometimes I forget where a filter is made or used for. I would be great if you could make an internal note in a filter where you can leave information about the filter.
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Allow case statement instead of just if in workflow automation
We have to duplicate and create actions which are very similar to each other. Would be great to have a case statement so we can use the same business logic (except for a single item) and then direct the action based on the value of that one item. i.e. we take the same action nomatter which stage an item in a pipeline is…
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Looking for text integration
I need to find something that will easily: 1- Allow me to send and receive texts through Pipedrive 2- Allow me to automate outbound texts in the same manner that outbound emails can be automated. Are there any options out there?
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Reporting on Deal Activities
Hi all, First time poster !! I'm hoping to find a way to use the Insights reports to identify users of our PD that are NOT keeping their activities and next steps up to date for deals in later stages of our pipeline. I've managed to create a filter that identifies these deals (Either no next activity, or Date of activity <…
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How do I recover deleted activities?
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
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Have organisation as an option in the Campaign reporting/Insights
There is no option to select organization in the Campaign reporting/Insights which seems strange as there are so many other random choices you can get results for eg Click country, Sender domain name etc. Surely it should be an option to have the recipients Organization as an option to be included?
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New: Formula custom fields (Calculation) 🧮
We are happy to announce that this often-requested feature is being released! Find out all about it here 🚀 What: You can make a numerical or monetary deal custom field calculate a value based on values from other deal fields. For whom: Pro and Enterprise users When: Gradual release starting February 2023
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Billing Issues
I have 2 days left on my free trial of the Essentials Plan. When I went to subscribe it tried to charge me $133.90 and said this was a reoccurring monthly charge? The monthly plan for Essentials shows up as $21.90/month. The annual plan shows up as 14.90/month. If I select the annual plan, it wants me to pay $1300.80? Can…