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emails synchronisation in Deals
Hello Pipedrive community ! I can't manage to synchronise the emails for all the Deals I've created. To my great surprise, for some cases, all the emails are there, and for others (the vast majority), no email appears. I tried to compare all the files; all the information was entered identically for each case... And yet…
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How can I add a custom sorting option on pipeline view outside of the default options?
How do I "Sort by" my deals in a stage based on importance? The default features does not have that option.
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Chat bot support
Hi all , Anyone knows how to get human support and not the useless bot chat ? i cannot get through the bot
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Automations not available
Hi All, we have the Business subscription level and I have Admin role level but I do not have access to Automations? Is this something that needs to be set up if so how please?
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Duplicate activities (ideally with a shift / option + drag n drop)
I am doing some time blocking with a "blocked time" activities (for personal stuff mostly), where I am set busy and the task is done. I wish to be able to quickly duplicate tasks from the calendar view (ideally with a shift / option + drag n drop).
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Email template that use the Liquid Engine.
Hi there :) I really love Piepdrive, but the email templating is a bit weak. I really wish to have more flexibility and have fallback for custom fields if they are not set like in Close.com who uses the Liquid engine syntax : With those, maybe we can then hope to have email draft and / or direct sending via API... Have a…
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I cant send group email - Missing field
Hello i am trying to send a personnalised email to a group of people I have an excel with : E-mail Nom So i put those personnalised field in my email template but i cant send a group email and dont understand what is wrong Can you help me please ? thank you
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Can anyone please provide me with some useful automation's,
Can anyone please provide me with some useful automation ideas based on deals and organisations please? Ideally that don'r require a 3rd party integrator? Many thanks!
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What is a feature you like?
What are some of the good things about PD? What features do you particularly enjoy. I've been liking the Group Email feature a lot lately. Some colleagues who use Hubspot wish they had that one. I often need to pose the same question to ten or a dozen contacts, and Group Email is perfect for getting that done in a way has…
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Is there a way to see how many times an email template has been sent?
I create a lot of email templates in Pipedrive for product promotions and marketing messages to send to customers. Is there any way to track how many times a template has been utilized??
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Simple updates that would save a ton of time!!!
Am I the only one going absolutely crazy when I need to handle multiple stakeholders and each time I open a create window and the cursor does not automatically just pops into the new window... https://www.loom.com/share/f392e599cdb846bbbd86b7205d0d7b2f Creat contact, Org, Email... you name it.
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Best Practice for managing "On Hold" deals?
We're a B2B SaaS business, currently our process is as follows: Lost deals - a deal where the customer explicitly says no (or chooses another product) On Hold deals - in all other cases, they are put on hold after a set period of time, by being moved to a separate "On Hold" pipeline, where they go through a reactivation…
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Commercial Brokerage - Matching Buyers with Deals in the Market
(New user here) I am curious to hear feedback from any commercial real estate brokers who use this platform, particularly if you've had any success (or not) in being able to create a system that syncs/matches up contacts in your database with deals in the market that you input (listings or off-market deals you come…
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Integration between 3CX and Pipedrive
We use the Pipedrive CRM tool and I was wondering if there were any standard plugins or tools which would allow me to integrate 3CX and Pipedrive? We dont have the resource inhouse for writing any documentation so would be reliant on an easy to use solution. the following are the two main points of integration needed phone…
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Mention d'un utilisateur via les notes à partir d'un workflow
Bonjour, il serai tres apreciable d'avoir la possiblité de mentionner un utilisateur via les notes à partir d'un workflow. Sachant qu'il est possible de mentionner un utilisateur sur une fiche personne et qu'il est possible d'automatiser l'ajout d'une note via les workflow, comment mentionner un utilisateurs dans les notes…
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Improve visibility of filter titles
The box that shows the title of the current filter only shows about 25 characters. Many of my filters start with the same few words, so it's not immediately clear which one I'm viewing. It would be very helpful if the full title would become visible when the mouse pointer is hovered over the box, and/or the current filter…
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I would like to see the limit on the number of filter conditions relaxed.
Hello. I have a limit on the number of filter conditions and I can no longer edit them. I would like to use more ANY conditions, so I would like to see the Insight-like method of setting conditions applied to filters as well. Or, if you could make it possible to group select fields, it would reduce the number of ANY…
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When will you be adding the ability to bring product descriptions into the Insights export fields?
As part of my insights reporting I have a customized report detailing forecast by product but I am not able to show these when I export/display the details contained in the bar graph. This is also not an option in the setting on the right of the detail window. It would be a significant improvement if this was enabled.…
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Add lead value in massive imports
Right now, it is not possible no import "Value" leads, because the field is not available when mapping Excel with Pipedrive fiedls. Only "Deal" values are available.
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How do we auto-generate leads from campaigns?
We send out a lot of email to our lists, but can see no way to set up rules to create a lead if a certain number of opens or clicks are met. Pipedrive advertises "marketing automation", but there appear to be no tools to actually automate a simple process of contacting and qualifying a lead from a campaign. I've searched…
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Scheduler activities - option to set default to 'Free' - to allow multiple booking
Our company carries out survey visits; clients can book an am or pm slot (between 1pm-5pm for example). However, Scheduler doesn't allow for multiple slots, so once the slot is taken, nobody else can book the same afternoon. It would be good to be able to set the scheduler appointments to Free or Busy, or have an option to…
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Rotting Deals ~ Pin to Top?
Hi, the rotting deals feature is great! I was wondering if there was a way to have the deals that have "rot" to be pinned to the top of the column. This way I can easily notice them without scrolling through an entire column.
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Uploaded files destination in Google drive
I use Pipedrive integration with Google Drive. Now all uploaded files for any deal are stored in one main folder regardless of deal or contact relation. This causes a chaos, when I work with file on local synced storage in my computer. Thousands files of different contacts and deals in one folder. this should have some…
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Custom fields - ERROR - "Required" must be in "Add view"
Hi, when I check that some field is „Required“, eventhough it is required in the later stage of the sales process, it can`t be unchecked from the „Add view“. This makes the add view quiete messy with a long list of fields, which are not requiered at the moment of adding a new deal. Thanks for looking into it!
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Having Trouble With Lead Automation
Hi Everyone, I'm trying to set up an automation for my team. In its current state, after a lead is pushed into Pipedrive, we have an activity automatically created for the assignee to contact the lead. What I'm trying to do is set up another activity to contact the lead again after 1 day if the lead is still a lead and not…
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Duplicating Leads
Hi, I need to have duplicate leads for each client. Each which will be assigned to a different pipeline at a future point. The lazy part of me wants to know if there is any way that leads can be duplicated. I only have to make 3 changes to a new lead for a client to create another lead for the other pipelines and being…
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ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
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How to reach support?
How can I contact support?
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Can I link QBO with PD in order to see the items a customer has ordered in the past?
Want to be able to see the items in the Activity chain, instead of having to log into QBO every time...thanks!!!
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Is there any possibilty to get the bulk organization using id's
I want to get the organization with custom fields as a bulk by passing array of Id or name. If it's not possible, then is there any way to get the organization custom fields through PERSON API. Because in a related_objects, I can see the organization detail without custom fields