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Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
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Merge tags fallback Value
Hello, I'm not sure why this isn't an easy spot, but I can't work out how to add a fallback value when using merge tags. For example, I want to use First Name. This is easy enough, but then if there isn't a first name in the system I want a fallback option. In my previous email campaigns platform it was done like: Hey…
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Is there a Pipedrive public road map as to what the devs are working on?
I'm finding Pipedrive a little frustrating and thinking of switching but don't want to learn a new CRM. 1) When will AI be integrated to help us work the platform more easily (emails, campaigns, etc)? Most of the other CRMs have some form of AI built in now. 2) Are there any new products being added to PD in the next 3…
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Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
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Editing logos/shortcuts on the left side of the page
How does one edit the logos on the left side of Pipedrive? For example I would like to remove/hide "Campaigns" and "Marketplace". I have seen some demos videos where this appears to have been been done, however I am unable to find information on how to accomplish it. Thanks!
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Ability to attach files to email directly from deal
I'm wondering, why there is no possibility to attach files to emails directly from Pipedrive? I can attach a file to person or company or deal, but when I want to send this file with an email, I have to download this file and attach it from my computer. It doesn't make any sense. Can Pipedrive add this kind of function? It…
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Webinar Q&A: How to use Pipedrive more efficiently
Hey everyone, Thank you for attending our recent webinar, "How to Use Pipedrive More Efficiently." We appreciate your engagement and all the great questions! You asked more than we could cover live, but we've answered as many as possible in the comments below. If you missed the session, you can watch the recording here.…
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Hiding Sales Inbox for a user
Is there a way to hide the sales inbox for a particular user?
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Pipedrive - Typeform integration
Recently we have enlisted into Typefrom to automatically get information typed in by people who fill in documents we sent them. Unfortunately, this doesn't work very smoothly. Fields like Name and email are transferred to contacts in Pipedrive, but most fields do not. F.e. multiple choice fields. Does anyone have the…
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How to modify the time line dates?
I am importing about 50k activities from another CRM and I can manipulate the "due date" and set the activity as "done" but the date order they show up is based on the current date, Some of these activities are several years old and with some organizations there might be more than one "activity" added. They all appear in…
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Anyone know how to fix this?
I'm getting this error with Seamless.ai
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How use product custom field in insight ?
I wouldlike use some product custom field in insigh but i have just some original field. How I can use product custom field ???
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Why do emails sent out separately show exactly same time for recipients opening them
I sent out 7 separate emails this morning to 7 different clients. At 12.07 precisely they all opened their emails (4 had opened earlier) which cannot be true. Anyone found this happening?
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Add a price in a automation
Hi, I want to add products to a deal based on the trigger (add to pipeline). What do I enter in the price field? Why can't I select an price variant of the selected product?
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Date field yearly or by yearly triggers
Hi, It would be lovely to have an extra option in the date automation field. As an example, we send a yearly birthday e-mail to our clients. We have the date of birth, but what is missing now is the option to automate the date trigger yearly. Furthermore it would be nice to have the option: yearly or every 2,3,4,5,6,7,8…
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Add create email endpoint
Hi, currently the API does not support neither creating a new mailthread nor adding a mail to an existing thread. This is very unfortunate as our SDRs are working with multiple email accounts for domain reputation reasons. The current email sync feature only allows to sync one email account... Even funneling all accounts…
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Comment puis-je extraire les adresses emails de mes prospects ayant une activité en cours ?
J'aimerai extraire les adresses emails de mes prospects présents dans mon pipe "sales". Commet est-ce que je peux faire cela s'il vous plait ?
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Rotting as an automation trigger
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
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Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
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Does Not Contain filters have been removed?
We've logged into Pipedrive this morning, and realised that a number of our filters are no longer working. When I check the conditions, it says that "Does Not Contain" filter is no longer available. Why on earth would you remove this? And why didn't we get any notice of this change??? We rely extensively on our filters,…
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Is there a way in pipedrive to throttle email campaigns so they are sent in batches?
This is a feature in mailchimp and helps mitigate spam filters.
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How to automatically change the owner of a deal based on the board phase
Hello everyone, I have a question: How can I change the owner of a deal based on the phase? The issue is that our business structure is set up differently, and each employee takes over the deal depending on the phase. For example, in our sales board, we have a phase called "Communicating with Customers." When we…
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Is there a way to automate tasks' due dates to be calculated backward from a deal's "Delivery Date"?
Hi there, I'm combining deals, projects, and tasks within projects to represent an event delivery workflow. However, most tasks related to events don't really depend on when you start working on a project (E.G. "Banquet Orders") of the event, but instead are best built backwards from the event delivery date, as there are…
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Block users from Live Chat
Would appreciate if I could block unwanted IPs from access to the live chat or block specific users that have sent messages.
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Can I trigger emails based on session length?
I used to integrate Hotjar with another CRM provider, and I was able to trigger emails to website visitors based on session length, number of pages visited, and number of action/clicks. The native Hotjar app on Pipedrive appears to be more limited. I use Gravity Forms in Wordpress, and I would like to add layers of…
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Automatically make an email shared if linked to a lead or deal
Hi team I currently have my `default email sharing` configured to private, and then manually change any email linked to a lead or deal to `share within your company` Can you please add the ability to automate this? Therefore if an email is linked to deal or lead, make shared automatically. Cheers Sam
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Project Phase assignment via automation
I'm using projects and our team is loving it. One challenge we are facing is when we add tasks using automation, that we cannot assign the phase to the task and it gets added as unassigned. Is there any way to do this? If not, it would be a great enhancement to the new project feature. Please upvote if you agree. Thanks -…
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New product report - include all products
Hi I'm playing around with the new products report and have found it useful for recurring revenue, however it does not show my one off products. I see the flag is set for one time product, recurring product and installment. The report is only pulling through my pipeline forecast for the recurring product. In the first…
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Changing the default 60 day eSignature expiry?
Hi folks, I have a business requirement to mandate a 5 day expiry after a quote document is sent. I believe the default expiry is 60 days and I am unable to find any option in PipeDrive to change this to 5 days. I have explored native automations, external automation apps (Zapier, etc.) but I am unable to find anything…
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Filter or Activity types 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.