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CONTEXT: The trigger : UPDATE AND CREATE
Hi, Pipedrivers! Are we able to when the task (activity) is update or created do an condition or an action in the same automation ? I want to avoid duplicating my work. Ex: If an activity is updated and contains the word: CLUB, then update all these fields. AND if an activity is created and contain the word: CLUB,…
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Campaign File Manager functionality
Can we please have some simple edit functions in the file manager within Campaigns? Functions to rename files and move them between folders would be great
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Fix Horizontal Scrollbar in Firefox
Mozilla Firefox is my browser of choice and the horizontal scroll bar is very challenging to use especially in large tables like People. The scroll bar is about 3px high which makes in almost impossible to select. The scroll bar in Chrome is fine but it would be great to use my preferred browser.
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Reporting for MS Teams Video Calls
I am working to bring all of my sales team stats into a single dashboard in Pipedrive. I am looking at RingCentral or 8x8 for the phone system as they both have a good integration with Pipedrive (feedback very welcome) and we use MS Teams for video calls with customers/prospects. Two questions: Can the MS Teams call…
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Better ways of using Pipedrive: User and permission settings
Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…
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Sales Calendar based on availability
It would be great to introduce a sales calendar system, or have the option to set up a calendar where you can select a sales colleague based on their availability. Additionally, it would be helpful to have a feature where you can overlay the calendars of Colleague A and Colleague B, showing only the times when both are…
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Merged: Field Dependency
This discussion has been merged.
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Dependencies in custom fields
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
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Subscription Plans per user
Hi, We have different levels of users requiring different levels of access / functionality within the system. Does Pipedrive plan to enhance their subscription model, to allow for price plans to be set on a user level, rather than system level. For example most users in our organisation are fine on the Essential Plan,…
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Problems synchronising contacts with a shared mailbox (office 365)
Dear Community, I have recently changed my company email info@…. from a personal email to a shared mailbox. Now of course the connection with the pipedrive contacts are lost and it seems I cant connect it back. Is there any way to solve this ? best regards, Akritas
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Field/ Group - Conditional Logic/ dependency, ALL PARTICIPANTS (query. email & text)
This is really needed in our business. We have an International soccer org. and there are details we do not need for a Lead vs Deal We also have custom fields which need conditional logic/ dependency. EX: We have a custom field named: ROLE. When PLAYER is selected vs PARENT it would be nice to have conditional logic/…
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Ability to report on Participants
Please allow reporting and/ or view for PARTICIPANTS attached to: Deals Products Other This has been requested for several years and yet to see it resolved.
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Customization of double-opt-in emails
We would like to be able to customize double-opt-in emails according to our branding (wording and visuals). Suggested work around initially would be to have a double-opt-in link that could be added to a campaign.
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Saving sorted table views
It is great to be able to sort multiple column views with the shift key but it would be great if these could be saved as part of a filter. I track a lot of leads and would like to be able to quickly view them prioritized based on multiple fields (my priority, value, last updated etc). Can field sort be added to saved…
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Merged: Styled DOI mail
This discussion has been merged.
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Automate updating consent status to "subscribed"
I need to automate updating the consent status of new contacts to "subscribed" so my email campaigns can trigger. Currently, I do this manually. Is there a way to automate this within Pipedrive ? Any tips are welcome!
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How to include Deal Participants in People Filters Results
I'm trying to create a person filter for all those associated to deals with a particular label. I want both the deal's person and any participants to be included. However it seems that only the deal's person is selected and other participants are excluded. Is there a particular filter or way to do this?
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How to delete sample data?
I'm helping a company set up their Pipedrive account, I have professional version for my company, and when I set mine up we went to import data and found the Delete Sample Data button and clicked it. Their version does not have this button available. They did play around and entered a few things prior but now want a clean…
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How can i get the deals of a specific person in make.com
Hi, When i have a "person ID" how can i get the peron's deals? i need to add a value in a custom field of a specific deal no matter what module i try, i cannot make it work. Thank you
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Connect many deals to a single product
I am trying to upload a spreadsheet with customers who have purchased my products. I want to be able to see everyone who has purchased a specific product, within that product. Please can you advise how I can automate this? Thanks in advance
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Up Vote Here - If Conditions in Email Automation Is Needed
Hello Guys. We need a new features in the email automation, it needs more advanced features like Keap. We need if conditions to build 1 automation instead of building many automations to streamline the sales process. Also, a feature to make the automation could reply to previous thread not send a new email.
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Email sequence for inactive Clients
Hello friends, I need your help to create an email sequence. The context is the following. For Organizations that have not won a deal in the last 30 days, I place the organization label "inactive customer". In this case I would like to send an email from the organization owner's mailbox to one of the people linked to the…
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Descending (or ascending) sorting on various fields within the Campaigns overview
Hi! I was wondering if it is on the roadmap of Pipedrive to enhance the campaigns overview screen. We have many campaigns and are building more. Now the only filter within the overview is to filter on Active, Draft, etc. (the states). Specifically, I am looking for the ability to apply descending (or ascending) sorting on…
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Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!
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AI and automatic menu generation from a food database
Hi everyone! Has anyone experimented with using AI to automatically generate menus from a database? I envision a system that analyzes information about dishes (e.g., ingredients, allergens, prices, categories) and then generates menu suggestions, taking into account things like: Variety: Ensuring a balanced menu with…
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Add-ons to products
We have products with different add-ons. E.g. Shirt cleaning Price X, and then different add-ons like folded which cause additional costs. We would like to create the Products and then add the add-ons to the product and choose the needed add-on for each specific customer and the price should add up. Is this possible or has…
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Integration between Apollo.io and Pipedrive
I work effectively with Apollo.io (sourcing and cold mailing) and Pipedrive (crm). However, a native integration between Apollo.io and Pipedrive is lacking. I would love to have all companies I outreached to automatically in Pipedrive (lead stage). Does anyone has a clear workaround? Or in case you make use of the native…
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Filtering out people based on activity for sending campaigns
We organize many events each year and send out campaigns to invite people. We always send a second campaign to remind and activate those who haven’t registered yet. In the second campaign, we want to filter out those who have already signed up. We have an API that adds a new activity in Pipedrive when someone registers via…
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Signature and Initials Fields in Templates for SmartDocs
Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs. Please add this feature ! 🙏 A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnatural… 😫 Many thanks
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Navigation button to go to next deal in pipeline from previous deal?
Hi it would be great to have a navigation arrow in a deal to go to the next deal in the pipeline instead of having to go back to the pipeline and click on the next deal.