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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…
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Clean up campaigns using labels/folders?
Hi Pipedrivers, 👋 We´ve just recently started using Campaigns by Pipedrive and everything is great now, however I feel that by the end of the month, we will be drowning in templates (we want to keep all of them for motivation in the future). I feel like it might really help if we could label our campaigns or put them in…
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Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
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Looking for a way to integrate Google Ads and Pipedrive in order to use conversion value bidding
The current situation is my client uses Pipedrive to manually record leads and deals. We're looking to move this along to be fully automated from their website forms. I believe that currently, they are using some kind of WordPress form. My understanding is that in order to build the connection required in Zapier, we'd need…
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Bulk Adding Labels
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
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ÂżComo puedo obtener el tiempo y ruta que permanece un negocio en cada etapa del embudo ?
Necesito el tiempo que pasa cada negocio que se encuentre en un embudo especĂfico, en estado abierto y que su fecha de proceso sea el de este mes.
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Cannot fetch `last_activity_time` for deals.
As per the docs, last_activity_time has been removed from the V2 APIs. We can however get it now by including last_activity_id as optional fields. However, sometimes it seems I am not able to fetch either last_activity_id or I am not able to find the last_activity_time from the Activity API using the last_activity_id. I…
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Projects: Different Custom fields for each project board
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
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Can i block editing on a deal after the dealmade is made?
I'm looking for a way to block the team from editing the closed opportunity after the dealmade; as a plan B I thought of maybe an automation to alert specific users if a change is made. Didnt find pre existing topics on this subject but this is my first question here (I apologize if the topic already exists)
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Problem with entering costs into Pipedrive
Hello, I work for a service company that bills its customers on a monthly subscription basis. How do I enter the costs associated with the services provided in Pipedrive? In our company the costs can vary for each contract. We need a solution that allows us to see exactly how much we earn on each contract. I would…
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Create New Deal - Adding Product billing date from first view
Hello As Product billing dates are important for correct forecasting through Insights, it's a hazzle that you're not able to add a billing date to your product from the first view, when you add a new deal. Could we make this possible?
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Webforms don't provide protection against SPAM
Can we use our own forms instead? If so how do we integrate? Pipedrive web forms do recaptcja is not sufficient at all to eliminate spam leads. If you can't implement honey potential or something or give us control to use our forms we need to consider switching CRM.
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[IDEA] Filtro de actividades dentro de las Organizaciones
Lanzo idea que nos resultarĂa Ăştil a la hora de trabajar. Ăšltimamente generamos mucho historial de actividades, que se nos acoplan con el registro de campañas enviadas, aperturas, clics, etc, dentro de las organizaciones, y nos gustarĂa que en el HistĂłrico se pudiera filtrar por "Tipo" de actividad para poder consultar el…
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Projects Tool - Feedback and need for development
Hi team Pipedrive, After using the Project add-on here are our team's feedback and need for future development : Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects Project - Automation : Add the ability…
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Send a Separate Email for Each Deal Transfer
Please implement a feature that sends a separate email notification each time a user is assigned a deal. This should work similarly to the existing functionality where a user receives a separate email for every comment on a note they own or have commented on.
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AI Tools Comparison for Enhancing Pipedrive
🤖 AI Tools Comparison for Enhancing Pipedrive If you’re looking to boost your Pipedrive reports and dashboards with Artificial Intelligence, here’s a comparison of three key tools: Pipedrive Smart AI, Gong.io, and ChatGPT + Zapier. 📊👇 🔍 Quick Comparison Tool Pros Cons Cost 💰 Pipedrive Smart AI Native integration with…
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How do I integrate the Pipedrives Chatbot correctly in a google site?
Dear all, I created a chatbot with pipedrive and want to integrate it into my google site. I can embed the html code, but the floating of the element does not function. Could somebody please provide a detailed instruction on doing so? Sunny regards, Jan
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Deal value vs. weighed value - what is the difference?
What is the difference between deal vs. weighted value?
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Email Template Automation Fail
I set up an email automation workflow but after the conditions are being passed, it failed to send the email. How can I know what went wrong? I removed the insert fields in the email template so this is just a purely text email but still failed. Where else do I need to check?
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formulas on formulas
my company has to calculate the quote with more than 1 formula. Now is it not possible to calculate with a number that was already calculated earlier. This means no formula can be done on a number what comes out of a formula. This is easy stuff what Excel does have. Can you create this?
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Field groups in Products
This discussion was created from comments split from: New: Grouping of Fields 🗂️ .
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Organizing Filters / Filter Management
A specific organization system for filters will be very helpful. Our team uses many different filters to view and manage our pipelines and deals. Being able to sort the list of filters, or move filters up and down the list view would be ideal. Filter folders for further organization could be good too. The existing favorite…
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Meeting scheduler - overbook
I have a linked Google calendar in my Pipedrive account. It wants to use the Meeting scheduler. Unfortunately, it is possible for someone to book an appointment in the calendar, even though I have another event at that time. Can't this be fixed?
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Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
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Parts List with multiple products
Hej there, I am working in a digital agency. We provide services like a relaunch of a website. This susually splits into several sub-services like generating customer insights, create a navigation and design the UI (wireframes), create a screendesign according to the corporate design of the client, setup, configure and and…
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How to update/delete an e-mail of contact person via API?
Hi, I am trying to setup Make.com automation as follows and I would like to ask for help / experience. Specifically, I am running into a problem when trying to delete an e-mail address of a person, who has more than 1 address attached to then. The automation has very simple use-cas. The trigger is an information from you…
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[Feature Request] business card scanning in iOS app
Further to Pedro M.'s suggestion, requesting business card scanning is added to the iOS app, just as it is currently available for Android per Introducing Pipedrive’s Business Card Scanner for Android | Pipedrive
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Time Tracker That Imports Pipedrive Products?
Hi everybody, We are successfully using PD as an order management system (connected with MRPeasy for inventory) with the only exception being time tracking. Unlike many businesses that want to time tasks in a project, we want to track time spent producing a product. Hence, we are looking for an integrated app (either…