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Live Chat Mobile Notifications + Chat in Mobile
I’m a small business owner, and I recently made the switch from HubSpot Starter to Pipedrive, opting for a yearly subscription along with several add-ons to better serve our customers. One of the key features we rely on is the live chat on our website, as many clients use it for quick questions. While Pipedrive’s…
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Sending field values through the Raw body of a webhook request in an automation
I have a Pipedrive automation that send information to an external app through a webhook. Until now, it has used key-values, but it needs to use the raw format. The following body sends the literal value "{deal.title)" instead of the title of the deal. How do I send the title of the deal instead of literal text?
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Share Contact via Email
I often share contacts with others in my network and much like you can share a contact via iOS text messages it would be great to send an email and be able to easily select a contact from Pipedrive and then select one or more fields you wish to insert into the email or even send as VCF attachment. It would be even better…
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Birthday field / reminder for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
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Deals Shouldn’t Rot When a Follow-Up Is Scheduled
Hey everyone, I’ve noticed that deals still enter the “rotting” status even when there’s an activity scheduled — for example, if I give a client a week to think and set a follow-up accordingly, the deal still gets marked as rotten. This doesn’t reflect the true status, since I am actively managing it. I think deals with…
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How to delete a smart doc template in PD UI, when the document was deleted in shared storage?
In smart docs, the templates are stored in the shared storage. We deleted some old documents in the shared storage, but the template is still shown in smart docs dialog in PD (although if you click on the entry it shows an error as the template was deleted). How to delete the "empty" entry in the smart docs show template…
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How do I report recurring revenue monthly, not annually?
Hey, I just closed a deal that sells a chunk of my time as a freelancer on a retainer. I created a 'product' with recurring revenue. I imagined my reports would show this monthly retainer each… month. Instead, Pipedrive has multiplied it by 12 and added one massive column for April. Every other column is still empty. Not…
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How do I reference Pipedrive fields when using the Raw format?
This sends "{deal.title)" to the nm field of the destination, but the intention is to send the value of the specific deal that initiated the automation. Is that feasible?
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Anyone using Klaviyo + Pipedrive for hybrid sales funnels?
After we added Klaviyo integration some time ago, we’ve been hearing from more and more Pipedrive users who are selling both via sales reps and online (e.g. wholesale orders, reorders, etc.). We just rolled out a way to sync Klaviyo ecommerce events (Viewed Product, Checkout Started, Subscribed to Back in Stock) to…
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"Nearby" Feature On the Mobile App ... Need to Add "Leads"
It would be great if you could add "Leads" as an option under "Nearby" I personally think "Leads" being an option to search nearby makes more sense than "People" … Switch it to ( Leads , Deals , Organizations) … your people are at one of these locations anyway.
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Unicidade de cadastro por CNPJ
Pessoal, boa tarde! Estamos implementando o Pipedrive e preciso garantir que não seja possível inserir cadastros duplicados. A chave para verificação e bloqueio é o Número do CNPJ, alguém sabe como fazer isso utilizando o pipedrive? "Hi everyone, good afternoon! We are implementing Pipedrive and I need to ensure that it's…
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Two Essential Pipedrive Automations to Boost Your Sales Workflow
We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency. Automated High-Priority Activity Creation for New Deals Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes…
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KanBan / Pipeline Visibility of Deals with Lost Status - on the Deals object screen
Hello. With the way we are utilizing Deals, it is important to retain visibility of 'Lost' Status deals indefinitely, within the parameters of selected date range(s). I am able to establish this with the 'List' view option, though unable thus far to customize for such on the KanBan or Pipeline screen - which is by far our…
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Email Placeholders In Links
It would be nice to allow the Email Placeholder code to work in links for templates. Below is a sample of what we are trying to do: <a href="https://video.HIDDEN.com/{{email_address}}><img alt="" src="https://video.HIDDEN.com/media/gif/67eff6306c6032d20937c32f/{{email_address}}.gif" width="480" height="auto" /></a> We use…
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Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
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Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
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Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
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Looking for a Pipedrive freelancer/consultant
We use WebForms and Email Automation as part of our prospecting. We have three WebForms set up and each one then has a seperate email automation. The automation is for the prospect to be sent an email once they have filled in a form. Its very simple. But we are having issues. The automations work sometimes, but not always.…
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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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E-Mail Tempaltes - Formatting and Options
Hello everyone, I am trying to find more information about the options that can be used when creating e-mail templates. I need a few things related to formatting and also need the ability to send fields that are blank instead of showing as error every time.
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Calendar Block-Offs
I would LOVE if Pipedrive could enable us to mark off certain days on the calendar for holiday/vacation/sick days. This way I don't set myself or my coordinator tasks on days we don't work. I've mentioned this a few times, but I know it takes more people to make a difference. Hope there are other people that could benefit…
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Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
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Ability to Search Automation History / Automation Log For Leads/Deals/People etc
We really need a way to search the automations history, or see a full list of every automation that happened with each lead/deal/person etc so that we can troubleshoot any errors. We trigger thousands of automations per day and having to keeping scrolling down and hitting "load more" to try an go back through days of…
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Filtering 'Done' Activities by Activity Type inside a deal or org
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
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Filter Activity by type in History
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
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Change the "Lead Created" Date
We need the option to change the "Lead Created" date to a custom date. Leads that are added into PipeDrive or converted from a deal, should not always have the date that the action was taken. Changing the "Deal Created" date is simple, but there's no option for changing the "Leads Created" date.
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Duplicate Entries with Zapier
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail. I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person. It works great, but…
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Adding new user with Macmail
Trying to add a new user but when he tries to email from a deal the system tries to connect him via Microsoft not via Mac Mail
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Merge Tag Field is blank for first name when sending campaigns
When programming campaign email templates and using the merge tag field, first name doesn't populate when sending. It shows up as blank on delivery. I know it doesn't show up when sending a test, but I tried sending the campaign to a gmail account and it doesn't populate. The first name is available in the contact. How can…
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Does Re-Opening a deal to adapt loss reason, then closing it again change the win rate
Hi everybody, we have an automation running, sending reminder emails 4 days after an offer has been sent out, then marking deals as lost after another delay period. For lost deals with highest value we have conducted a call campaign uncovering real loss reasons. Now my question: if I re-open a lost deal (marked lost by…