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Make merge tags work when you send a test email so you can test the merge tags.
Make merge tags work when you send a test email so you can test the merge tags. Right now, if you select "send test email" all of the merge tags will just appear blank in the test email you receive. This seems like an oversight.
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Including a link to a deal in an email reminder to the sales team
Hi - we have automations set up to remind sales people by email when a deal has been in a pipeline stage for too long i.e. you need to move this deal along ASAP. It would be great if I could add a link in that email back to the pipedrive deal. Is this possible?
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Email Template Automation - Facing Issues
Hi, I'm a new user to Pipedrive and this is my first time setting up email automations with you. I've used one of your templates - Email sequences to new leads - however, I've had to change it substantially in order to get the automation running. I have a couple of questions: 1) Lead Labels - I had to remove this from the…
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Email Tracking
Does Email Tracking only work if the email was sent directly from Pipedrive? Are synced emails sent from Outlook not tracked? Thanks.
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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
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Activities synced from external calendar are not included when retriving activities from API
Is this intended behavior? using v1 of api
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Lead Inbox to Deal Pipeline Automation Not Triggering
I have a Lead Inbox to Deal Pipeline automation that is only triggering for me, an admin, but not for other users: Trigger: Lead Created; Instant Condition1: Product Line X, Instant Condition2: Lead Owner; Action: Create Deal in X pipeline with Linked person, Linked organization, Pipeline stage, Lead Owner, Product Line,…
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Looking for your help to test out AI report generation
Hey everyone! My name is Evelin, and I’m a product manager at Pipedrive 👋 We have heard your feedback about how hard it is to generate a report in Insights 📊 . Since this has been the biggest issue for our users, we created an option to generate a report with the help of AI 🚀. How does it work? Just write your prompt, and…
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Better ways of using Pipedrive: The Project management tool
Learn how to maximize your productivity with our Project management tool So you’ve just won a deal! Congratulations! Once you’ve celebrated accordingly, it’s time to move on to the next step: setting up your workflow’s project and delivery phase after a deal is won. That’s where you can seamlessly jump into the built-in…
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Multiple organizations tied to the same person
Would you find it helpful to have multiple organizations tied to a contact?
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Make 'Required' field functionality as flexible on Person and Organisation records as it is on Deals
Within the Deal custom fields, you have the option to make specific fields 'Required' at certain stages of a pipeline. We use this today and it's extremely helpful for us ensuring that we have the right information to be able to process an order at a certain time. 'Required' exists as a Quality Rule for Person and…
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Introduce permissions that restrict who can move deals across stages
We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able…
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Q&A: Optimize your LinkedIn prospecting in 1 click with Surfe X Pipedrive
Hello Pipedrivers, Thank you all for attending and showing interest in our webinar, "Optimize Your LinkedIn Prospecting in 1 Click with Surfe X Pipedrive." We appreciate your engagement and all the insightful questions. As promised, we have answered them, and you can find the responses in the comment section. If you missed…
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Add a setting toggle or tabs to show person's history on leads and deals
Right now, the lead or deal doesn't show any activity data (notes, calls, emails) from the person's record. Deal record: Person record: Please give us the ability to see historical activity on a lead or a deal that is on the person's record, whether by a toggle setting, or by adding a section or tab to the history area.…
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Organization View Link
Cant' seem to locate an effective wat to view all unique organizations individually. If anyone can point us in the right direction it would be greatly appreciated. It would be helpful if there was an "Organization" link in the left toolbar (like there is for Contacts, Mail and Activities) that would return all of the…
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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Show Averages in Insights
Hi, I would like to be able to show the average for some of my custom fields rather than a running total in the insights section. This helps me identify the average fees per instruction my team are bringing in, to be able to assess whether overall our pricing needs to be increased or not.
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How can I mass delete products or mass update prices?
how can I mass delete products or mass update prices?
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Smart docs google drive
My smart docs is not connecting to my google drive. I have done all the trouble shooting steps. Need advice ASAP. I have contracts that need to go out and I need to know if this is impacting contracts that customers already have in hand. The pipedrive chat has done nothing for me
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Quick clicks on activities...
…so you have a quick one-click way to edit dates on activities.. see suggestion attached. There could also be a delete button?
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Custom goals using custom fields
I think it would be great to create goals based on custom fields we have created. A critical and fundamental example to my business is commission. I set my monthly and yearly targets based on commission, and I can't replace it with deal value as I also need the deal value to be present and is essential. I work in real…
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Problem: notice about credit card data in forms is customer-unfriendly
Under all forms in Pipdrive the following sentence is displayed mandatory "Never share sensitive information (credit card numbers, social security numbers, passwords) through this form.". This is just annoying and also total nonsense. If I only ask for the name and email address in the form to subscribe to the newsletter…
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Emails in spam or quarantine
Hi All, I have trouble with the spam filters in Outlook. The first campaign email I have sent out from Pipedrive, was sent not to customers, but to colleges and friends to test it, but ALL of the emails sent out from Pipedrive went to spam or to quarantine, and I had to call up all of my friends "hey, did you receive…
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Help please - I can't access my google drive
I did have access to it but now even though my sync is active in pipedrive I can't see the google drive icon when trying to upload files and can only select from my computer. Any help greatly appreciated. Thank you - Tess
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Multiple calendars synchronisations
I have more than one calendar on Office 365. But PD can only sync. one. It would be nice to sync. multiple calendars.
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Mix Essential and Professional users?
Users outside the sales team only require the contact data/mailings - can I add users on a 'simpler' plan e.i. on the Essential Plan?
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Has anyone integrated the Constant Contact App by Make?
We decided to not use the native "Campaigns" addon in Pipedrive because there seemed to be issues with the handling of double opt In and unsubscribe tracking. Has anyone integrated the Constant Contact Marketplace app by Make? Are their significant limits on functionality as far as campaign tracking and reporting on a…
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Projects buddle / mass modification
Hi, I would be great to be able to make mass modifications to projects, similar to what can be done to activities / contacts / organisations / deals etc. Best
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Feature request: Send test emails of any email template
I am trying to collaborate with colleagues who are not Pipedrive users on our automated emails. There is literally no way to send a test email or otherwise export an email template so that they can see the email. All I can think of is have them go through each of our separate lead channels to receive these as a user would.…
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Microsoft Partner Center and Commercial Market Place Leads integration
Hello everyone, Has anyone successfully configured Lead Sharing with Microsoft commercial marketplace? Any guidance or pointers to get started would be very much appreciated. I'm a business manager and former IT-Pro with no developer skills but now looking to point our developers in the right direction. I've recently…