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How should the ideal integration with Whatsapp work for you?
Hi people! I am Kyrylo from the TimelinesAI team. We have created a tool that enables teams to collaborate on the communication with clients from Whatsapp. We’ve figured out that often our users would share the links from our tool into their CRM to make it accessible by the rest of the team. So we're considering a direct…
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Have tabs for the fields in the Deal Page
Be able to allocate the fields within the left hand column in a Deal to be categorised and then the left hand column can be tabbed so you can have several shorter lists of info rather than 1 long list as it currently is.
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Organising Data Fields in Pipedrive to make it Easier to Find the Correct Info and Improve User Expe
Problem: Lots of data fields; no ability to organise them into sections with headings etc I would like to have the ability to group specific data fields together and add a heading/ sections. WHY? because I find that when there are several data fields including custom fields, I spend too long trying to find the field I'm…
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Webhook triggering in a loop
I am setting up a scenario in Make.com where in Pipedrive when a deal is updated a webhook is triggered. The scenario works fine when I test it and click run but when I turn it on it triggers in a loop every few seconds. Why is this? Is there a bug or do I need to modify a setting?
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Organization Notes Should be viewable at the deal level
I believe that many users of Pipedrive may close a deal with an organization and that may be the only deal you close until the contract comes up again. Additionally, I am not quite sure of a deal that could be in play with an organization that wouldn't be assisted by previous deal's notes or organization notes. All that…
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Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
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Notes should be counted as an Activity
Not sure if I am missing this but it doesn't seem like I can do any workflow automation based off of a Note being created in Pipedrive for a person. It should be counted as an Activity like anything else and then can be used in filtering and also workflow automation. The use case for example if I send a note to someone on…
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Signed contract should be a automation trigger
Hi! This post is right! https://community.pipedrive.com/discussion/11921/signed-contract-should-be-a-trigger-for-automations There are so many applications I would this trigger for. Hope it gets added soon! Best, Team Acady
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Information not showing up in Deal section
Hello, I have 3 colleagues, we all use Pipedrive. When our deal origination director adds a new deal and links an organisation to that deal, and subsequently adds notes into the Deal, all my colleagues can see these notes in the Deal section of the platform. I do not see these notes/comments unless I click on the…
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Read-only custom fields
We have custom field for persons in Pipedrive that indicate their subscription status in mailchimp. This field is automatically updated using the API. I wish I could mark the field as read-only for users so that it can only be updated using the API and not modified by accident by users.
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connect Shopify with pipedrive
Hi Good afternoon, I was wondering if you guys could help me in the right direction. I'm trying to connect Shopify with Pipedrive. Now every time a new customer comes to my shopify website I have to put their data in Pipedrive by hand. I was wondering if you guys knew any programs that could help me with that. I've tried…
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unable to get help by pipedrive chat
as below, I cannot reach pipedrive support team.
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Questionnaire évaluation
Bonjour, Je suis formateur et voudrais envoyer automatiquement à mes participants des questionnaires pour évaluer leur satisfaction après une formation (avec relance automatique à ceux qui n'ont pas répondu au bout de 10 jours). J'ai qu'il y a plusieurs intégrations possibles. Qui parmi vous a eu d'expériences…
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Pipedrive - Netsuite Integration
Does anyone have experience or a recommendation on how best to integrate Pipedrive with Netsuite? We intend to use Pipedrive of our system of record for lead gen, but would like to upload to Netsuite when deal reaches a certain level of maturity/confidence for finance visibility.
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Mac App + Shift to multi-select leads
Would love to have a PipeDrive Mac app in order to help compartmentalise workflows and give headspace to it as a dedicated task app. It's also a must that we have the ability to hold shift while clicking line checkboxes in leads and deals. I know in deals you can click and drag checkboxes but this isn't the most intuitive…
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How to add call audio recording with python requests /callLogs/<id>/recordings
I need the working example of how I can upload an audio recording to a call activity in Pipedrive with some pythonic library . I ask to provide the complete working example instead of suggesting the basic idea, because I have already tried a lot of ways of passing header parameters and those do not work in this case, and…
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New to Pipedrive - So sorry in advance, took it over from an ex member of staff
For making sales calls and tracking of the stats is it possible to set out call outcomes to report back on For Instance say I wanted to after a call pick one of the 5 options for reporting to see how many dials lead to the following Connected to Prospect, No Answer, Not Available, Cant get past Gatekeeper, Voicemail Does…
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Refunds
We need a tool that shows that a refund was issued. The amount should be deducted from the Won Deals Report and/or Revenue Report and/or Subscription Report. Thank you.☺️
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Email Signature showing gray lines everywhere when sent to clients.
Hi, I am wondering how I can get the gray lines to disappear when pasting my html email signature into pipedrive. It looks horrible when the client sees this. I saw a post from 3 years ago talking about this. Is this still an issue after 3 years? I am new to Pipedrive so I do not know if this has been resolved or not.…
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Automatic duplication of Notes
I often find that I write information in the Notes section of one Deal that is relevant to another Deal - it would be useful to have a 'copy' or 'duplicate' function that would automatically copy that Note to a second deal. Currently, I copy and paste it but if there was an option to attach the note to another deal this…
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Grafico de pizza
hoje no gráfico de pizza quando passa de 13 opções diferentes ele começa a adicionar em outros, eu tenho varios segmentos de vendas e queria um grafico de pizza que aceitasse mais de 13 opçõa para que em outros ele só adicione o que realmente é de outros.
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Can Pipedrive be integrated with Salesforce?
Can Pipedrive be integrated with Salesforce?
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Newbie question on drip marketing - what tools to integrate with Pipedrive?
I'm looking for basic direction on what tool to use for an email drip marketing campaign. I'm putting together a marketing / sales campaign. I have an identified target market segment and supporting collateral (video, landing page, Calendly, supporting web pages). I'm selling online workshops for process change, strategy,…
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How Can I have separate task with other users
Hello guys,Me and my co-workers tasks is mix in the task section and I want it them separate how can I do that?
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How do I extract a list of all contacts that are not currently in a lead or deal queue?
I'm trying to extract a list (for segmentation) of all contacts where those contacts are not currently already assigned to a leads queue or to an active deal. How do I do this?
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What Email Template??
I'm confused as there appear to be multiple places email "templates" exist. I'd like to send an email using automation and I have 20+ emails created under Email Templates & Campaigns. However, when I create an automation to send an email template, NONE of the templates or campaigns I've created show up. The only templates…
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Webinar Q&A: Leveraging Pipedrive Insights for data-driven decisions
Hello everyone! ☀️ We wanted to extend our heartfelt gratitude for your participation in last week's webinar, "Leveraging Pipedrive Insights for Data-Driven Decisions." Your presence contributed to the success of the event, and we are truly appreciative of your engagement. If you missed our webinar, you can find the…
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SmartDocs feedback
I am having the issue with SmartDocs that when a text box is inserted the size of the text box is not adjustable. Once you click on the box and input text, the box expands and does not shrink back down which is running into other text boxes as well as covering information on the document the text box is added to. Any one…
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Pipedrive API: Error 401 Invalid token too often
I try to integrate Pipedrive with Zapier to run my own Automation. I use following API https://api.pipedrive.com/v1/filters unfortunately I got many times response: success: false error: Invalid token: access token is invalid errorCode: 401 error_info: Please check developers.pipedrive.com But sometimes I got OK response…
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The Pipedrive Knowledge Base is now available in Italian 🇮🇹
We’ve started to publish Pipedrive’s Knowledge Base in Italian, and it's available for customers to explore now. We’re also planning to expand the Knowledge Base into more languages in the coming months. Feel free to give it a try, and let us know what you think! Go to KB