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Remove the word 'deal' from Deal title
When I create a deal each time, the word 'deal' appears in the deal title field. This has some logic, but it's just unnecessary information in the deals pipeline view, and I should be able to change it. Thank you and please take a look at this issue.
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Add 3-4 deals/leads to one activity
HI I would like to add 3-4 deals/leads to one activity. I aske Ai and received the answer that it´s possible, but I can´t make it, not my colleagues either. It is in this stage I would like to add a couple of deals. Thank you in advance.
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Xero app in Pipedrive
I'm using the Xero app in Pipedrive, but I’m not sure how it's actually create invoice?
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Comment on @ Mention Notes in Leads
Our team is utilizing the "comment" feature on Deals more and more. They would also like to do this on Leads, but it does not look like this capability also extends to Leads. Could this be a future Leads improvement? Where the Comment option could go:
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Pipedrive Automation vs. Zapier (which one is best?)
Pipedrive’s native workflow automation builder is great (and I use it a lot). For example, when you move a deal to a new stage, you could automate sending an email/campaign or create an activity for the deal owner. But sometimes you need a more powerful automation tool like Zapier. For example, if you want to trigger an…
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Webinar Q&A: Grow revenue with a modern sales approach
Dear Pipedrivers, Thank you for attending our webinar "Grow revenue with a modern sales approach" last week! We hope you enjoyed it. We received a lot of great questions and, unfortunately, couldn’t get to all of them live. As promised, Collin Cadmus has answered all the remaining questions in writing - you can find his…
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URL não atualiza ao abrir detalhes em painel lateral em Negócios
A nova funcionalidade de "Abrir detalhes em painel lateral" no pipeline de Negócios não atualiza a URL quando um negócio é selecionado. Isso impede o compartilhamento do link com outros usuários, pois a URL permanece a mesma do pipeline. Isso é um problema, pois o usuário não consegue compartilhar o link do negócio…
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Adding Custom Pipedrive fields into emails
(I believe this is not currently possible so can this be a feature request?) I would like to include all of my Custom fields in an email, as merge tags, not just the basic First name, Organisation etc. The reason is that we want to email our database with their specific order/project details, dynamically filled in the…
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Duplicate Contact
We may have a unique situation but it would be very beneficial if there was an option to duplicate a contact. This would allow us to create a new contact with the same notes and files of the original contact, without deleting the original contact. This is important to us as in our business, we have clients moving into…
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Add Activity Name to the Leads List View
Hello, can we please include the ""Name of the Activity"" (Ie Customised activity name, whether its a meeting, follow up call, calendar meeting etc) into the ""Leads List View"" please? If we have this, it will allow us to determine which ""Activity Types"" Require a particular action when Bulk emailing from the Leads list…
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Add checkbox to select deal cards for bulk actions
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
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Has anyone integrated Attention to Pipedrive?
I'm looking at Attention and they say they do not have a native integration with Pipedrive but say that it has been done. I'm curious if anyone has done this and if it works.
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Why can't you create and send quotes in pipedrive?
Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps. Presumably the same API that creates xero invoices can be used…
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Please include a drop-down list option on the Web Form for use with countries and/or product lists.
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Webhooks V2 Needs Custom Field Names & Values
The point of a webhook is to pass easily referenceable data to another source. In V2, you're passing a field hash instead of a custom field name which prevents one field from easily being distinguished from another. Even worse, you're passing the internal PD ID of a field value, and not including the value that it…
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Selecting automations for a specific user
If you want to see the automations for a specific user, the following appear in the selection list: belongs to me belongs to others (deleted user) ... ... (deleted user) name of an existing user name of an existing user This is more than annoying. I see the following possible solutions: a) put the so-called (deleted user)…
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Is there a setup I can copy to use for The Speaker Lab
Is there a setup I can copy or see to setup like The Speaker Lab suggests
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Document Storage Options
I would like the option to choose which sub-folder my documents are stored to. I currently link with Sharepoint and would like to choose a specific sub folder to link too. This is required as Sharepoint is also used as our business server and so we don't want random pipedrive documents appearing in the primary folder with…
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Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
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Thank you page after scheduling an appointment
Hi If a prospect schedules an appointment with the scheduler, I want to redirect him to a thank you page on my website. Calendly is doing it perfectly, and I am missing this feature in Pipedrive. Can you please add this redirection possibility? Thank you Dieter
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Allow multi-select in custom person/org field
Right now, you can add a customer field that allows you to reference a person or an org. But it is only single select. There are many scenarios where we'd like to multi-select one of these. For instance, we could have more than one Competitor (a list of which we maintain as Orgs) for a given customer. You can do a…
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Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
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Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?
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Organization not transferring when moving from lead to deal
Hi. This seems like a newer issue that I'm having and I'm wondering if anyone could give an idea or two on where I could look to fix this. When a lead is created, I also create an organization and person. No issues. They all show in the proper place. However, when I attempt to change a lead into a deal, the organization…
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Emails from Pipedrive to HubSpot
Hello there, I'm migrating from pipedrive to HubSpot and even though via import it brings some emails, it doesn't do it with all of them. There are limits on what gets synced, especially with retroactive emails. They say it's because of the way pipedrive stores emails but I don't understand. What do you recommend?
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Compare data with previous years in insights feature
It would be really helpful to compare data in one overview. For example, compare the amount of deals created per week this year to the same date last year. As I am not mistaken, this is currently not possible to visualize in one graph.
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How Do I export all of my contact data including notes all at once?
I can't seem to find a simple way how to export all of my contact information including the notes in one simple step. Can someone guide me on how to do it? Thank you.
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number formatting
When a custom number field is utilized one should be able to format it to show thousand designator comma currently 111909 looks like this needs to look like this 111,909
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Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
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Threaded comments in Tasks in Projects
We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…