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Email Tracking Not working as expected
Email tracking is kind of messed it, it even shows as opened if I see the email sent inside deal, I don't really understand it. The tracking should be excluded from someone who is sending the email.
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How to attach an email automation to a team member?
I am actually building automation to convert lead into deals, with automatic allocation to the right pipeline, and at the ame time sending a confirmation email to th elead that they would be contacted soon. Eah of my Pipeline in Pipedrive concerns a team and each team has a sales manager, so I would like the confirmation…
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How can I automate adding a deal to a pipeline
For my closed lost deals, I want to auto-add these deals to a different pipeline to nurture. I am trying to create an automation, but I do not see the option to select the pipeline for a deal. Can anyone advise?
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How can I move a deal from one pipeline to another using automation?
Hi I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
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Assistance regarding the visibility of my activities
I have individuals in my company responsible for scheduling appointments. I want them to be able to see my already scheduled appointments, even if they are not related to the prospect or the deal, so they know when I am available or not. However, I do not want them to have access to the information of the individuals with…
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Custom HTML and CSS styling for Web Forms
Can we use our own html and css for our web forms and submit the data to Pipedrive when a user submits the form? If so, how can this be done? Thanks.
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How do I filter for contacts with no closed won deals
I want to create a filter for all contacts that only have closed lost deals and do not have any closed won deals. I can create a filter on contacts for deals that are closed lost. But, I have contacts who have both closed won and closed lost deals, so I only want to see contacts with only closed lost deals (and no closed…
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We have improved the Calendar sync setup experience!
Calendar sync helps you get full visibility of your meetings in Pipedrive, use the meeting scheduler seamlessly, and avoid manual logging of sales events. To enhance this experience, we've redesigned the Calendar sync settings page with a more intuitive layout and inline guidance. You can now also see your sync status…
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Adding a formula capability to the date fields in "Update deal/lead/activity"
Inside an automation action, I would like to update a deal field to a date PLUS X days. For example, for my custom field "Payment Date", I would like to always get the date of the field "Expected Close date" plus 60 days (for a type of deals). Right now, the automation only allows updating the field value to "In 2 months",…
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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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Monitoring User Activity
Hello all, I am pretty new to using pipedrive but have really gotten a lot of value out of it. I have an sales employee using the platform as well and I appreciate being able to view his activity on the platform. However, today we discussed some lead details on a contact so I know he's been on the platform but when I go to…
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WebDav and CalDav Syncro
Hello Everyone, I really like Pipedrive, but I have my contacts and calendar account on another server that doesn't belong to Microsoft or Google. I would like to be able to sync my contacts and calendar using WebDav and CalDav. Can you give me suggestions on how to resolve this?
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Why is my bill $136.93 per month
I'd like to lower us to the professional user option. Which is $49.99/month Preston
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Add label to a lead depending on a choices from a Pipedrive Webform
Hello community ! I was wondering if it was possible to : automatically add a label to a newly created lead coming from a Pipedrive Webform the label should be based on the status of a field of the Webform I can't see how to do it using Automations… Many thanks for the support ! Aissa
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Filter for Undelivered Emails in Pipedrive Inbox
Currently, Pipedrive offers various filters for the email inbox, such as unread emails or emails linked to an entity. However, a useful addition would be a filter to identify undelivered emails—those that failed due to an invalid recipient address or other delivery issues.This feature would help users quickly spot and…
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Leads need a Changelog
It would be very useful if the Leads feature also had a Changelog tag available, like Deals, People, and Orgs do!
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Pennylane to Pipedrive
Bonjour, Je cherche à relier Pipedrive à mon logiciel de facturation Pennylane pour créer automatiquement devis/factures à chaque fois qu'un prospect change d'étape dans le pipe commercial. Je vois qu'il y a 2 possibilités l'API (j'ai un développeur en interne) ou directement via Zapier. L'un de vous a t'il déjà testé…
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Group E-mail-100 At a Time
Hello PD Community! Does anyone know if you can upload your own e-mail template to be used on Group E-mail marketing (100 contacts at a time)? Or can you only use the 5 templates provided in the system that do not come with tracking or html? Thank you, Jessalyn
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SmartDocs Monthly Quote totals of the products in a deal
Is there a way to generate a quote with the monthly totals of the products in a deal? Currently, I have products added with a frequency of monthly and billing length of 12 cycles. Our customers typically want to see the monthly cost as the quote (we sell a service rather than a product). I looked through all of the prefill…
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How can I edit Billing frequency selection?
Hi, how can I edit biling frequency selection? I need to add 9 and 24 months and be more flexible in my selections in general. Cheers Lucas
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Is there a way to cancel a "Delayed" action in a Pipedrive automation?
Is there a way to cancel a "Delayed" action in a Pipedrive automation? I have an automation with an action that is delayed a few days after it's trigger happens. The action is the sending of an email from a template. I would like to cancel the sending of the email between the trigger event and the end of the delay. Is…
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Monthly summary where leads come from???
Hello, Is there a way to run a monthly report of my leads summary. I am specifically looking to see which leads came from referrals. Any assistance would be appreciated! Thank you
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How to change deal´s "visibility to" selection
How to change in the deal the selected "visibility to" from all users to Item owner? I don't see this selection in the already created deal? So, how to change it?
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Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
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Task and activity due dates to change when project start date changes.
I have a project set up under a template with already set due dates based on the start date of the project. If I create a project and pick a start date it will automatically set the due dates for each task. But if I change the start date, it doesn't update all the due dates accordingly. Project start dates change often in…
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An iframe scheduler posting success event to parent
I am using a iframe scheduler by pipedrive (Lead Booster). I will find it very helpfull when a LeadBooser scheduler embedded in iframe will post an event on success when user booked a meeting. I can then catch it and react on that in my angular app. For example with cookies remember that the meeting is booked and anytime…
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Google Ads tracking for Pipedrive forms
Hello. We manage Google Ad campaigns for a client and they want to embed Pipedrive forms into their website. This will replace their existing Wordpress gravity forms. We currently have Google Ads and Google Analytics tracking codes on the success/thank-you page that loads after a form is submitted. This allows us to track…
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How do you handle lead scoring in Pipedrive?
Lead scoring is a hot topic for Pipedrive users, and research based on customers’ feedback shows there is no one-size-fits-all approach. Some teams rely on point-based scoring, assigning values to actions like email opens, calls, and demo requests. Others prioritize Ideal Customer Profile (ICP) scoring, using factors like…
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Marketing Automation Comparison
Pipedrive has a campaigning tool, but we've been working with a different marketing automation platform years before starting with PD. Has anyone made a comparison between the main marketing automation platforms like Hubspot, Zoho, Campaign monitor, Mailchimp for instance? And what was the outcome?
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Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…