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Creating emails via API
We're in the process of building an app for Pipedrive, but I was shocked to find out that we could not create an email nor email templates via the API. We can neither create an email as a draft nor auto-send it. We also cannot create email templates via the API. Combine those two and it's obvious that we also can't trigger…
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Pipedrive Pulse - What's really changing with the Data enrichment?
I just attended the event 'Pipedrive Pulse and other highlights'. I was particularly interested in the Data Enrichment function. In the preview video that went out inviting us to this event it showed being able to pull people directly from LinkedIn into Pipedrive with all their details prepopulated for us. During the demo…
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Syntax for MS Teams
Morning! Has anyone successfully linked MS Teams for their calling device? I can link Skype, but I don't use that anymore, I have also got Skype for Business working, although that's now devoid, but I can't get MS Teams to work. I have phone license and International Call Plan from MS. MS Support have no clue when I ask…
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Lead Scoring and visuals
Please add a lead scoring feature where we can add or subtract points based off of customer actions (for example: opens an email, clicks on a link, etc.). I know this is not the first time that this has been requested, but I am shocked that this doesn't exist in Pipedrive. We would also like to be able to manually enter a…
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Activity location should by default have the organization's address
When creating an activity that is associated to a contact and an organization, if we choose to add an activity location, seems very strange that the location needs to be retyped manually. Pipedrive should by default have the organization's address already entered (with possibility to override if needed). Even better would…
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Outlook Calendar Sync using UTC time zone
Calendar items synced with Outlook show the UTC time with "Time zones" flag enabled in Outlook. This causes confusion especially when sharing calendar items with others that will see the UTC time. I have used other applications in the past that did not have this issue.
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Integrating Pipedrive with Hootsuite
I'd like to find out if anyone has integrated Pipedrive with Hootsuite and if so, how that works for you?
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Pipedrive API: Error 401 Invalid token too often
I try to integrate Pipedrive with Zapier to run my own Automation. I use following API https://api.pipedrive.com/v1/filters unfortunately I got many times response: success: false error: Invalid token: access token is invalid errorCode: 401 error_info: Please check developers.pipedrive.com But sometimes I got OK response…
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Automated NPS email every 2 weeks
Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. I've seen Nicereply but also looking for free options. Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every…
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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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Microsoft 365/Outlook Email Add In for Pipedrive
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…
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pipedrive add-ins for outlook
Hi, I'm using MS Oulook on MAC and Windows, using a pipedrive add-ins for outlook to right click on a email to create automatically a contact or deal in pipedrive would save me a lot of time Vincent
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email tracking icon more distinctive
Please make the email tracking icon that shows an email was open more distinguishable from the not opened icon. I need to literally hover over it to tell them apart
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Please add followers to bulk edit feature
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
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Organizations Revenue - Why ????
My post reflects a certain frustration. While exploring sales strategies, I decided to map clients based on a specific revenue threshold to add tags and develop strategies according to their purchase history, segment, etc. However, to my surprise, this turned out to be almost IMPOSSIBLE (I was only able to do it because I…
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Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
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Product values does not work correct
1. I had a customer who just signed a 3-year agreement. They are paying 36000kr/year and I had placed that information in product view. It should thereby say that the MRR is 3000kr but it says 9000. 2. One other customer we had entered an annual contract as a product with a billing start date of 2023-08-24 and automatic…
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Sinnvolle Informationen im Vorschaubild beim Hovern über Kontakte auf Organisationsebene
Ich bin auf Organisationsebene und hover über den verknüpften Kontakt. Mir werden dann im Fenster E-Mail-Adresse, Telefonnummer und Organisation angezeigt. E-Mail und Telefonnummer sind nicht verlinkt. Aus meiner Sicht sind das an dieser Stelle alles Informationen die nicht sinnvoll sind. Ich fände es besser, wenn das…
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Incorporate Formula Field Functionality For Leads
We desperately need the formula field functionality for leads. We're in a high volume business that provides a large amount of quotes from people shopping around that does not result in a deal. We use these fields to calculate the estimated pricing for the service. We do not want to convert these to a deal, unfortunately…
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Add Filter Option for "Profile Picture Is Empty" in People List View
In the "People" list view, it’s possible to display the "Profile Picture" column, which is great for quick visual reference. However, it would be very helpful if we could add a filter criterion for "Profile Picture is empty" or "Profile Picture is not empty." A common scenario for me is recognizing a face, for example,…
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Use SmartDocs & build templates without cloud storage access
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
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Will AI Demolish SEO ?
The question "Will AI demolish SEO?" reflects my curiosity about the future of search engine optimization in the context of rapidly advancing artificial intelligence technologies. I am interested in understanding whether AI will make traditional SEO practices irrelevant or significantly alter how they are implemented.…
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Better notifications for Live chat
Notifications for live chat are quite frustrating - desktop notifications only last as long as all other notifications so easy to miss if away from your desk. Would be good to get an email notification to all people who are signed up for Live Chat when someone is waiting. Also to have the tab bar to change with a message…
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Trello Integration | Power Up's Bug?
Hello, I’m currently running into issues with Pipedrive’s “Power-Up” functionality inside Trello. The screen just keeps loading and doesn’t show. I cleared my cookies/cache and I’m still running into the same issue. I’ve done the following: Restarted laptop. Uninstalled the connection. Reinstalled the connection. Updated…
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Pin Files to top
As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
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Web Forms Should allow for Org Lookup
We have an Internal Lead Intake Form that our company staff use to provide Leads to our sales team. Currently, they enter in the Org name into the field, and then someone has to go merge that to an existing Org or clean up the new record. Wouldn't it be awesome if the Web Forms' Org field allowed for an actual lookup of…
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Onedrive integration for any files
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
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Handling Contacts associated with multiple orgs...
Our customers often are multi-tenant customers. They have users and decision makers that have one email and be engaged with multiple companies inside their umbrella. How can contacts be setup so they can be associated with multiple orgs so they can be attached to multiple deals?
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Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
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Organization Separate City, State and Zip
None of the lists we receive from vendors or associations to import have the addresses of street, city, state and zip. They always come as separate fields. Having them all combined like Pipedrive does it leaves too many chances for error in entry especially in the U.S. state abbreviations. I know we can add a custom state…