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Better notifications for Live chat
Notifications for live chat are quite frustrating - desktop notifications only last as long as all other notifications so easy to miss if away from your desk. Would be good to get an email notification to all people who are signed up for Live Chat when someone is waiting. Also to have the tab bar to change with a message…
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Trello Integration | Power Up's Bug?
Hello, I’m currently running into issues with Pipedrive’s “Power-Up” functionality inside Trello. The screen just keeps loading and doesn’t show. I cleared my cookies/cache and I’m still running into the same issue. I’ve done the following: Restarted laptop. Uninstalled the connection. Reinstalled the connection. Updated…
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Pin Files to top
As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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Web Forms Should allow for Org Lookup
We have an Internal Lead Intake Form that our company staff use to provide Leads to our sales team. Currently, they enter in the Org name into the field, and then someone has to go merge that to an existing Org or clean up the new record. Wouldn't it be awesome if the Web Forms' Org field allowed for an actual lookup of…
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Onedrive integration for any files
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
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Handling Contacts associated with multiple orgs...
Our customers often are multi-tenant customers. They have users and decision makers that have one email and be engaged with multiple companies inside their umbrella. How can contacts be setup so they can be associated with multiple orgs so they can be attached to multiple deals?
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Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
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Organization Separate City, State and Zip
None of the lists we receive from vendors or associations to import have the addresses of street, city, state and zip. They always come as separate fields. Having them all combined like Pipedrive does it leaves too many chances for error in entry especially in the U.S. state abbreviations. I know we can add a custom state…
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Discrepancy in Deal Creation Dates
Hi everyone, I’ve noticed an issue with one of the Pipedrive organizations linked to my email. Specifically, the Date Created shown in the list view differs from the actual creation date displayed on the deal timeline. The correct date is reflected on the deal timeline. Here’s an image from the deal list view: And here’s…
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Stagger reschedule activities
Hi Pipedrive Team, I’d love a feature that allows users to push all activities forward by a single day in bulk. For example, if I take a day off and have 60 follow-ups scheduled, I’d like to shift those to the next day and cascade the rest of the week’s activities accordingly. This would make managing tasks after a day off…
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Invite to newly added users not received
This discussion was created from comments split from: Pipedrive live chat support "Chat with us" .
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Has anyone integrated PipeDrive with Big Commerce?
What does it accomplish for you? How did you do it?
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Bug trying to reconnect pipedrive to Zapier
Hello, Since yesterday all my zapier linked to pipedrive are down. I successfully reconnected some of my pipedrive integrations, but since 11am I cannot reconnect them. Every time I have a "app not found" issue. Does someone have the situation? Thank you
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Twilio SMS and MMS integration to Pipedrive
Is there anyone here who has Twilio SMS and MMS integration to Pipedrive? Can you share what fee did you pay for upfront and what are the monthly fees that should be involved? I am a bit confused because Oapps (which is the provider of Twilio in Pipedrive's marketplace) is quoting a $25 pay-as-you-go charge that you will…
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PipeDrive Typeform - issues with integration!
We use both Pipedrive and Typeform and I had wanted to use the native integration to connect answers to deals. Unfortunately, Typeform won't send any date data over to Pipedrive so the native integration is useless to me as the date is a crucial part of every deal that we manage. I have built out the integration now using…
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Notify sender of @ mentions if the recipient does not have notifications enabled
Discovered the hard way that my colleagues did not have @ mentions enabled. There is no warning or notification about this, so I assumed they got the messages I sent. Not so. So I propose to have a warning next to the persons name that you @ mention if they don't have notifications enabled, so that you are able to see…
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Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
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Expand All and Collapse All on Plan view in Projects - for Phases and Groups views
Please add Expand All and Collapse All on the Plan view in Projects. Reason: When on the Phases view on the Plan tab, we have 8 different phases and our users only want to, typically, look at the one (i.e. the current) phase at a time, to reduce mental clutter. Currently it's time-consuming / annoying to have to manually…
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Pipedrive for Commercial Real Estate
Looking for any tips/tricks from those using Pipedrive for their business development initiatives who work in commercial real estate (office/industrial).
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Add 'Add note to project' to Note actions in Automations
Currently the only 'Add note to…' options as Actions in Automations are: Please add 'Add note to project' to this list of available note actions.
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Add Projects fields to available Date Triggers in Automations
Currently these are the only types of Date fields that are available as automation triggers: Please add Projects to this.
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Zoom Phone Dialer
Can Pipedrive please develop an integration with zoom phone as a dialer option? It is the fastest growing business dialer software currently and I'm astonished that every other CRM has a native integration besides Pipedrive. If this isn't a priority for Pipedrive then we will have to start CRM shopping.
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Automate making a Teams channel post when a deal signs
In our org, when we sign a new deal we create a Teams post detailing things like the deal date, amount and other details. I have connected Teams to my Pipedrive account but don't see an obvious way to make this kind of automation. Is this something that is already possible or could be added to the Teams integration?
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Pipedrive click-to-call integration with automatic call logging with Google Voice
Hey folks- Looking to solve a discussion that was closed with no resolution: Use case: I want to call directly from a deal in PD using Google Voice, and have that call logged automatically in Pipedrive. Happy to entertain 3rd-party plugins at this point. Any success stories out there?
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Put Notes, Activities and Emails in true Chronological order
I've noticed for some time in a Contact, Deal or Account History, Pipedrive lists a Note or Activity at the bottom of a day's chronological order, which is not accurate when there are also emails listed. Note in the attached example, I've had an email exchange, and then added an Activity to the Timeline to indicate I've…
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Better ways of using Pipedrive: Close Deals anytime, anywhere with the Pipedrive mobile app
Learn all about how the Pipedrive mobile app helps you close deals faster here In this lesson, we’ll take you on a journey and show you how to make the most of the Pipedrive mobile app on the go without missing a beat. Learn how to find and use the features you can already enjoy on the web app, as well as a few more tricks…
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A new Pipedrive app for document management!
Hi All! Is it difficult to quickly find all your sales and customer related documents? We have a new Pipedrive app to tackle that: OneNode! OneNode is not an integration to any other system, but an add-on that will give you a new functionality in Pipedrive. It will help your team stop wasting time on browsing through…
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How to use Excel sheets in Sales CRM
How to Separate First Name and Last Name in Excel? Can anyone help me out in Pipedrive CRM?
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Sawfish Pipedrive WordPress Integration Plugin
Hey Pipedrive community! Any of you using WordPress? Whether you're a developer, designer, IT admin, salesperson, marketing wizard, or business owner, Sawfish makes it easy to create seamless, high-performing pages - using real-time Pipedrive data. It supports both WordPress to Pipedrive and Pipedrive to WordPress Save…