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Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
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Allow for "Pin" option when bulk importing notes
Recently I bulk imported an important note for a couple thousand orgs, and I found myself wishing that we had an option to pin these notes as well. I don't believe this is a current capability, let's get this created!
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Rotting Days resetting with field updates or client communication
We uses pipeline stages to track deal progress and the rotting days would be helpful apart from the fact any minor update in a deal, or communication sent, resets the rotting days. This might be specific to how we utilise the pipelines though would love suggestions from anyone that has encountered a similar challenge and…
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Reclamação
Quero deixar registrado a minha insatisfação quanto ao uso de uma ferramenta basilar, que é a organização dos contatos no negócio por ordem alfabética. Em solicitação de informação ao suporte técnico, fui informada que o uso desta ferramenta está disponível apenas na versão em inglês, o que é um absurdo, visto que o CRM é…
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Ausgeschiedene Mitarbeiter
Es wäre hilfreich, wenn man die ausgeschiedenen Mitarbeiter kenntlich machen könnte oder mit einem Datum, wann der Mitarbeiter ausgeschieden ist, sperren könnte.
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How do you manage ticketing in Pipedrive?
The ability to manage support or help desk tickets is a common request from Pipedrive users, and it can be set up directly in your Pipedrive ecosystem. However, there is no one-size-fits-all solution, so what works in one business may not work for another. So, we set out to find the most popular approaches. Turning deals…
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Where can I find an expert Pipedrive consultant?
I think my install of Pipedrive has become a mess. Where can I find an expert consultant?
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How to work with Sales Development Reps (SDRs) in Pipedrive
Are your best salespeople wasting time cold-calling low-quality leads? If so, maybe you need a few Sales Development Reps (SDRs) to prospect for you; your top salespeople can spend more time following up with higher-quality opportunities and close more deals. Here's how we recommend working with SDRs in Pipedrive.
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Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
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Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
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Printing Deal Sheet
I used to be able to print my Deals sheet. Now is only prints the screen view. How do I print the screen image when it is multi-pages?
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close button not working
Close button does not work. anyone have the same issue?
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Portal Customer
This is is a must have!! why we do not have it???? https://www.hubspot.es/products/service/customer-portal
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Better formatting options in Campaigns module
Currently when creating an email template in the Campaigns module, there is no ability to create bullet (dot) points?! Please improve the formatting options available in Campaigns.
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Syncronize the archive email in Gmail
Would it be possible for the next version of Pipedrive to syncronize better with Gmail ? Currently when I archive an email in gmail it doesn't get archived in PipeDrive. Could it be possible to developp this feature in the next version ?
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Insight Report & Dashboard Auto-Send
Almost every time I show someone Insights reporting, they ask the question, "Can this be sent to my inbox weekly/monthly?" Folks are used to having this feature in other systems, like PowerBI. It would be great if we could automate the sending of a snapshot of the Insight report/dashboard, or a link to the…
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Allow conditional operations(e.g. IF) in the formula section of calculated fields
Currently Pipedrive calculated field returns an error if one of the components of the custom field involved in formula is blank. There are use cases where I want the custom field value to be treated as 0 in case it's blank & have to bulk edit value to 0 for such cases. Or a functionality where I can set the default value…
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How to Contact support - Via Email Best
The support bot is less than useless. I am looking to find out why I have not received my reward for filling out the recent survey. This is not the first time I never received a reward. You'd think I'd leaarn
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Activities Performance Report based on several subjects
Hi, It would be great that you could create a activites performance report, were you are able to state several different subjects. Either that you could with comma or " ", add several subjects, or you could add more conditions that you could choose that the report includes either one subject or another. No there is no…
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Export Automation Workflows
I regularly need to review automation workflows and take screenshots so I can explain each step. But I end up with loads of images if the workflow is lengthy. It would be great to be able to export the workflow, where its format is either the same as make.com blueprint or easy to read format
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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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Add the ability to have different Lost Reasons for different pipelines
The lost reasons list is a list across the entire Pipedrive workspace but within our business we can have different reasons for a deal being lost depending upon the pipe. Currently we have to show a long list of lost reasons to our users whereas being able to customise this based upon which pipe the deal belongs to would…
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Emails in timeline deleted when email address is changed / deleted
Hi, We have a problem with the email synchronisation, it's working too good. We often see that leads quit at one customer and join another customer. Or the company changes its name and email domain. That way we have a new emailadress for the same lead. We want to 'archive' their old email address so the old emails stay in…
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Edit Phone and Email Types
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
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Organization Field (Single Choice) equal to Deal Field (Single Choice)
Hello, is it possible to create an automation so that upon updating a custom deal field (choice type) it makes that a custom organization field (choice type, same choices) assumes the same value?
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Archiving Deals
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
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Selecting automations for a specific user
If you want to see the automations for a specific user, the following appear in the selection list: belongs to me belongs to others (deleted user) ... ... (deleted user) name of an existing user name of an existing user This is more than annoying. I see the following possible solutions: a) put the so-called (deleted user)…
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Webinar Q&A: Reimagining Your CRM Experience with AI
Hello everyone, ☀️ Last week, we hosted the "Reimagining Your CRM Experience with AI" webinar. Thank you for the amazing interest, engagement, and the many great questions you asked! As promised, we tried to answer all of your questions, and you can find the answers in the comment section below. If you missed the webinar,…
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The line break in deal titles is no longer automatic.
Since this week, when the title of a deal is long, it no longer automatically returns to the line. It disappears on the right-hand side of the screen, making it impossible to see the full text. I used to make a brief note of the various actions taken, using the maximum number of characters in the deal title in order to…
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Major Flaw - Activities Auto Cancel Meetings
When marking an activity as complete Pipedrive cancels any related calendar invite, this then sends a meeting cancelation to all contacts from the meeting, creating confusion and sending unnecessary meeting cancelation notifications to clients. Please can you disable this feature, so calendar invites are not cancelled when…