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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.
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PandaDoc information not updating
All, It appears the PandaDoc integration isn't working. Within pipedrive, I go to "create a new document" which opens PandaDoc. It pulls all of the client information in, sends, etc. However in Pipedrive, it doesn't show the PandaDoc information. Below is a screenshot directly from both PipeDrive and PandaDoc website that…
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How to export multiple filter results into one spreadsheet
I would like to export multiple filter results into a single spreadsheet. Is there a easy way to do this. Thanks in advance for your help
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Adding a Contact without an Organization
Hi - Is there a way I can add a contact without adding an organization? Im currently tracking how we onboard Members on Airtable with different statuses and would love to do that on here but I keep getting the organization is required.
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[Feature Request] Deal URL in variables/fields for emails/templates
Hello, it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails. This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal. Currently, it's not really possible because inserting in an email…
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Tracking Pipedrive Conversions in Meta/Facebook
Hey, How do y'all approach this right now? I've talked to many of you about this here and elsewhere, so I figured it'd be good to have a main thread on it? Here's our take on the problem: One main data pipeline managing everything (no Zapiers) Ability to specify various cookies to attribute Pipedrive events/deal closings…
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Automatic Pinned Note feature request
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
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Synchronize two e-mail addresses
Good afternoon to all, For almost a half year I'm using Pipedrive to organize my contacts and get as much efficiency out of my sales. I started my company with one e-mail address (existing one taken over from another business) now I NEED to add a second one. I didn't believed my ears when I heard that even with a more…
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Prefill Name and Email in Meeting Scheduler
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
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email templates have disappeared
I have been using pipedrive for several years. I went to send an email and my templates are no where to be found and I can't even add a subject line to what is coming up.
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Need help with email templates
Hello. Not sure how this works but seeking help with a current issue. I have email templates created, my email is synced, but for some reason, today, I'm unable to link my templates to an email when I'm in an owner's profile. Is anyone else having the same issue, please let me know how to fix. I also realized I have no…
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Add Organizations as Participants in deals
We ask to add Organizations as Participants in deals. Currently only People can be added as Participants in Deals; however, often a Company is a Participant in a deal rather than just one person. Secondly, if Participants could be added automatically by Pipedrive when email is synced under the deal - this would enable to…
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Email Template Variables in Hyperlinks
Our team would like to be able to put Email Template Variables / Data Fields in Hyperlinks. There is currently no ways to insert a data field into a hyperlink in an email template.
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Color Blind friendly Colors PLEASE!!!!
I would like you to consider making the text colors for WON or LOST deals color blind friendly, or at least offer that option. There is a high percentage of the population that cannot distinguish red and green easily. We all struggle daily with this issue in more aspects of our lives than you would care to image. How about…
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Email Automation for a reminder of a booked activity
I want to create an automation for our booked activities. If a person has an active deal and they are booked with our team for their next call. I want an email reminder to go to that person the day before their appointment. I have attempted this so many times and it is a big mess. I want the email to come from the person…