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Typeform Pipedrive integration First Name Last Name
Hi, I have the typeform pipedrive integration setting up and working well apart from one issue. On Typeform the contact details has separate entries for first name and last name. When setting up the integration and selecting where typeform data populates in pipedrive, pipedrive's option say 'add new customer name' with no…
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[API] Specify a Source channel when adding a deal
Hey, I'm stuck with what I think a very simple problem. I can't seem to find how to add a deal, using the API, and specify its Source Channel. However, the Lead API seems to have that property. So I could add a lead with a Source Channel, but then, there is no way to convert that lead to a deal through the API.…
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Reports showing all users for a non-admin
I need to create reports for a non-admin where they can see all the deals / activities. At the moment they can only see their own. How do I change this access?
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Labels in Pipedrive and Sheet integration by Zapier
Hey guys, hope you're all doing well! I'm having a bit of trouble integrating Pipedrive's deals list with Sheets using Zapier. The trigger event is "Deal Matching Filter," and the action event is "Create Multiple Spreadsheet Rows" (one for each of the deal's products). The issue is that Zapier isn't pulling the products…
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Pipeline stages and deals won
When we win a deal and press won, it disappears from open deals and into won deals. Is it possible to keep the won deals in open deals even after pressing won?
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Billing Export
Good day, We recently upgraded to the advanced license because we want to use PD for more than just pipeline management. I’d like to start using the CRM and export billing data from PD to process it in a different billing system. However, when exporting to Excel, all products within a case are combined into a single line,…
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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Filter Web Visitor results by city or key word
We have found that the Web Visitor add on while interesting, has many limitations. Including not being able to export that data to a spreadsheet, and not being able to filter by city. We want to look at key states and cities in the US specifically, and instead we have to search through hundreds of entries that aren't…
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New: Source of the Deal / Lead
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Why not add Sales velocity to the dashboard?
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
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Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
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Merging duplicates on importing data - adding labels
When I import data and set the records to merge on duplication, it always replaces the labels that are already entered with new labels rather than adding to it. Is there a way around this? When manually merging contacts, it keeps both labels rather than replacing. thanks
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Customers do not pay
Hi, Any idea of how to manage customers does not pay invoices? and how to make the follow?? it is any option in pipedrive? Thanks
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Zapier -Pipedrive - Mapping Phone Types (Home,Work,Mobile) Can it be done?
I have a separate column with the phone type, but I do not see a way to use that value to change the phone type. Will pipedrive know what it means if I just try to shove it in the phone number with a comma? or just map them both in the same field?
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Re-assign all deals when Organization Owner Changes
Hi All, I am looking to build an automation to re-assign all open deals/leads to a new organization owner if it is changed. Regards Dylan.
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AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created. Currently the function only works for e-mail! Why not also the deal-related Document?
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Webhooks v2 will become the new default version
What’s changing? From March 17, 2025, all new webhooks created via API will be version 2.0 by default. Until further notice, legacy v1 webhooks can still be created by specifying the version parameter in the API request body. Why is it changing? We introduced webhooks v2 at the beginning of 2023 to add reliability and…
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Pipeline Showing Only Days in Stage Causes Confusion
The pipeline showing only the days in Stage rather than the name of that stage causes unnecessary confusion and constant hovering to see what stage to move something to. Perhaps it's just us but many times we may skip a stage or two and we need to hover over the future stages to see the tool tip to know the name of that…
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Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
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Xero integration with Pipedrive
With the Xero / Pipedrive integration, is there the option to have link to the Xero invoice from a Pipedrive deal. I downloaded it from app store, but takes me to MAKE programme & then isnt clear what it does. Any help here be great? Thanks
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What is best practice for managing large volume of source tags?
Hello! I am wanting to track any deals that come from events we run with partners. Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that? Initially it would not be an issue, but eventually we would have an unwieldy…
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Duplicate button on a people
Most of the Labels which you have to enter in a field are common in people who work at same organization. So it would be helpful if we can have duplicate feature in a contact very similar to what we have in deals
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I need feedback on how it is customer success integrations on pipedrive
I want to know how the companies of Pipedrive manage customers after they have bought from you. Do you keep nurturing them? What KPIs do you track right now? Is there some information that you would like to track?
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Onboarding for Free Trial and Post-commitment
Just finished my onboarding call following subscribing to Pipedrive's entry level. I first completed a multi-week free trial, and through all, I read everything I could get my hands on to ease my learning curve. It was only after the onboarding call today that I got (or saw or noticed) the pdf Administrator's Tool guide. I…
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Power Up Your Customer Communication with Bulk SMS Solutions
In today's fast-paced business environment, efficient communication with customers is key. Bulk SMS is one of the most effective and affordable ways to reach a large audience in a short amount of time. If you're looking for a reliable solution to send personalized and mass SMS messages, look no further than SMSLocal.…
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Report to monitor Pipeline value & weighted pipeline value over time
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
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Adding Custom Fields to Deal Product Line
you can add notes to each line, but having the ability to have structured data would be huge My use cases, Sales person can choose from a list of available location for each product added to a deal. I can utilise the field in external tools, make.com to add calculation results to be used within the smart doc feature.
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Feature Request: Ability to Set a Fixed Y-Axis Maximum in Dashboard Charts
Hello, friends of Pipedrive: Problem: currently, when creating multiple charts in the Pipedrive dashboard (e.g. for tracking “Deals Won” or “Deals Created” across different years or teams), the Y-axis scales automatically based on the highest value in each individual chart. While this makes sense for isolated views, it…
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Automation cache new fields values and users
When new variables in fields or users are added in Pipedrive, the new values are not picked up by the automations — only the ID is sent via outgoing webhooks. This seems to be a recent change (in the past few weeks or months), and it’s quite frustrating. I reported this to support, and the only quick fix they suggested is…