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Person/Org Custom Field Filters
I’d like to propose an idea for improving our use of custom fields in Pipedrive. In our company, we have multiple person and organization custom fields, each with specific expectations for the types of entries based on labels or choice-based values. It could be beneficial to implement filters or conditions on these custom…
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Rotten Deal Data Field
Our team would like a way to track Rotten Deals. My idea is just a data field that would be set to "rotten", "true", or a date signifying the date the deal went rotten. Benefits of this would be that it would be more easily trackable for automations, allowing you to automate follow-up emails, set reminders for yourself,…
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It would be very useful to be able to link emails to organizations. Anyone else agree?
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
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Labels on Lead Inbox as part of filters
This discussion was created from comments split from: Using Labels vs a Field .
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Pipedrive Pulse - What's really changing with the Data enrichment?
I just attended the event 'Pipedrive Pulse and other highlights'. I was particularly interested in the Data Enrichment function. In the preview video that went out inviting us to this event it showed being able to pull people directly from LinkedIn into Pipedrive with all their details prepopulated for us. During the demo…
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Do Files Added to A Deal Get Deleted from the synced Google Drive?
I have deals where I will upload pics as files onto the deal and it shows up in my google drive folder. When I delete the deal, the files still remain in the google drive folder. Why is this?
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Prospector Needs to be Integrated in Contacts
Currently the Prospector tool does not fully integrate into Contacts. This is a massive oversight considering all the external prospecting tools (surfe/cognism/appolo) already do. We need PipeDrive Prospector to fully integrate to allow us to: Add new contacts into Pipedrive contacts and sync all their data. Fully sync…
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Problem mapping Owner ID and select fields on Make.com (only for leads)
I'm mapping a website form to create a lead on make.com. I'm able to map integers to owner_id and text to select fields for both persons and organisations. But I'm getting errors when I try to map the exact same fields for leads and I don't know why. For example, when I try to map the exact same owner_id for leads, I get…
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Search templates
Hi guys, As we have a number of templates, it would be great to be able to either show a full page of templates (rather than just 8) and be able to search the templates. Should be relatively easy to implement I would imagine. 😎
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Can emails be linked to a deal based on the deal participants?
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
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How to fetch conversion rates from Pipedrive API accurately?
Greetings everyone, I can already view insights on funnel-to-funnel conversion rates under the insights tab, as seen below: I intend to get the figures in between ("circled in red") using the Pipedrive API. Found in the docs that we can use the /pipelines/{id}/conversion_statistics endpoint to fetch this data, hence I'm…
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What is email domain authentication?
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. It focuses on security and deliverability, as it helps you protect your brand's reputation and helps your emails successfully reach the…
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Tracking email opens with tracking pixel
Hi team, With the recent updates done by Google and them blocking all images, including tracking pixels, and showing a warning popup in recepients' inboxes, does Pipedrive plan to do anything to help users with it? If you are for some reason not aware, this is the example: We and a lot more companies stopped using open…
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Smart Docs - Need a main location where you can see all outstanding docs for signature
We want to be able to see what documents are outstanding for signature. It seems like a hassle because if one of our employees sends out an agreement, there's no way for another employee to know which agreements are outstanding unless they click into each employee that has a deal. There should be a singular location where…
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Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
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Webinar Q&A: Master Discovery Selling: Guide Prospects & Avoid Pitfalls
Hello everyone, Thank you for joining us for our recent webinar, Master Discovery Selling: Guide Prospects & Avoid Pitfalls! Your attendance and active engagement made it a fantastic session, and we’re grateful for the energy and insights you brought. For those who couldn't attend live, you can catch the full recording…
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Apollo Devtools console spam
I get this message every now and then in the devtools console: "Download the Apollo DevTools for a better development experience" It seems to originate from https://cdn.dub-1.pipedriveassets.com/webapp/user.{some-id).js What is it and how can I stop this?
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Email signatures in campaigns
Hi, I'm new to Pipedrive so forgive me if these are basic questions - I couldn't find the answers in this forum. I'm creating a simple, unbranded email campaign with six emails and want to make it look like a regular Gmail email. How do I add my normal signature to these emails? Separately, is it possible to trigger the…
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Need help from current user
I want to pull the trigger on Pipedrive for my company, but my boss wants me to chat with current customers first to hear their feedback. Would anyone be open to a super brief call? Or could you comment the biggest pro and con to pipedrive? Thanks!
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Correct referal Lead in affiliate portal
I am a Pipedrive affiliate, and we got a client to set up Pipedrive for their business. However, the client created their account without using our referral URL or code to indicate that they were referred by us. What action can I take to have that client associated with our affiliate profile?
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Campaign Feature: Shareable URL
Our team would like to obtain URLs of the Campaigns/Newsletters that we send.
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Pipeline Stage Descriptions
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).
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Quick filter for Pipeline, Leads inbox, Contacts, Email
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
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Web version of sent campaigns
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
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Integrating Pipedrive and Tableau
I want to integrate Pipedrive with the analytics software Tableau, so I have a live feed of our leads/sales data straight to my dashboards. In other words, I want to eliminate the need to constantly export data from Pipedrive to tableau and create a live dashboard. I have little programming knowledge, so I want to do this…
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Bulk Delete Multiple Filters
I wish we could delete multiple private filters at a time
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Can Pipedrive Stop With The ENDLESS DISTRACTING POPUPS?!
Edit: I'm referring to the pop-ups regarding webinars, feedback, surveys, etc. (not to the "activity" pop-ups which are actually very helpful). I'm trying to work. Do you people not understand that?! I don't need to see daily pop-ups about things that don't matter. Why is there no way to opt-out of these? Also, these…
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Using Labels vs a Field
What is the use case or benefit to using a label for a Organization, Deal, etc. or vs a Data Field?
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How to Automatically Update Deal Stage Based on Lead Status (Custom Field) Change?
Hi everyone, I’ve set up an automation in Pipedrive where a deal is automatically created when a lead is generated. Now, I’m looking to create an automation that updates the deal stage when the lead status changes. For example, when a lead’s status changes to “Qualified” or “Dogovoren,” I want the corresponding deal to…
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Ability to Refer to Specific Notes via URL
Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…