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Better ways of using Pipedrive: Close Deals anytime, anywhere with the Pipedrive mobile app
Learn all about how the Pipedrive mobile app helps you close deals faster here In this lesson, we’ll take you on a journey and show you how to make the most of the Pipedrive mobile app on the go without missing a beat. Learn how to find and use the features you can already enjoy on the web app, as well as a few more tricks…
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A new Pipedrive app for document management!
Hi All! Is it difficult to quickly find all your sales and customer related documents? We have a new Pipedrive app to tackle that: OneNode! OneNode is not an integration to any other system, but an add-on that will give you a new functionality in Pipedrive. It will help your team stop wasting time on browsing through…
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How to use Excel sheets in Sales CRM
How to Separate First Name and Last Name in Excel? Can anyone help me out in Pipedrive CRM?
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Sawfish Pipedrive WordPress Integration Plugin
Hey Pipedrive community! Any of you using WordPress? Whether you're a developer, designer, IT admin, salesperson, marketing wizard, or business owner, Sawfish makes it easy to create seamless, high-performing pages - using real-time Pipedrive data. It supports both WordPress to Pipedrive and Pipedrive to WordPress Save…
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Pipedrive webhooks persist despite three consecutive days of 400 Bad Request responses.
In our application, we have an integration with Pipedrive, and we've observed that Pipedrive continues to send invalid webhooks to us. This typically happens when a customer disconnects their Pipedrive account or for other similar reasons. To address this, we return a 400 Bad Request status code to stop the webhook…
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Add a "Lock Timezone" feature to Scheduler
I just learned about Scheduler through a Pipedrive Webinar with Bruna and I would love to make the switch from Calendly. There is one problem I am facing - locking a timezone. Calendly gives me the option to lock a timezone so that both myself and my clients see the same time. It honestly eliminates confusion, because…
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Add contacts faster via business card
Hey team, It would be cool if there is a feature that when you add a contact you just make a photo of the business card or a screenshot of the email signature and it automatically will be saved as a contact in pipedrive
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Remove 'phase unassigned' in projects
I seem to have an unwanted project phased entitled 'phase unassigned' which I cannot delete. Apparently this adds automatically when setting up from a template (according to support) Please can you allow editable rights for phases ?
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Organisation Address not saving
I haven't been able to save addresses for organisations. I enter the address, I get suggestions, I can select the recommendation, but the field clears when I click "Save". Support has been of no help, unfortunately. Is anyone having the same issue?
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Enable Saving Individual Contacts via vCard Files
Currently, Pipedrive allows you to sync your contacts to your mobile device in two ways: Sync all contacts. Sync none of them. However, there is no option to save contact details individually, which could be very helpful for users. A simple and universal solution could be to enable saving individual contacts via a vCard…
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Are there any integrations with Sage 50 ERP-Software?
Hello, will there be an Sage 50 integration in the future, or does anyone have experience with third-party solutions? Thanks in advance!
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@ tag / mention user into an activity note
Hi, It will be so good to have the possibility to tag a Pipedrive user (thanks to @) into an activity note as it's already done for the note in a deal / contact / organization ... Thanks
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Urgent: Address Fields Being Cleared and Deal Creation Issues
All of our address fields are being deleted when a lead is converted to a deal. The address is not being saved in the Person or Lead/Deals object. We're also experiencing an issue where when we hit 'create deal' the lead is not being converted to a deal and going to the deal screen. It requires multiple manual refreshes…
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Import data: multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
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Why emails from automation are sent 5-10 minutes later ??
Hi everyone ! I manage campagin emails and transactional emails in Pipedrive via automation. Ex: When a user submit a form on my website to receive content, it triggers an Pipedrive automation. This automation create the lead and then send him an automated email. The email is marked as sent instantly. And then nothing.…
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Ability to export a Project
In the same way that a Deal can be exported... …...we would like an Export option on a Project. To .xlsx would be okay, but preferably to a well formatted PDF, so we can store it on the file in SharePoint: Thanks!
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AI Assistant for Pipedrive
Hey Pipedrive Community, This is Dan from gogol.chat, and we're thrilled to introduce our AI assistant crafted specifically for Pipedrive CRM. We're eager to hear your thoughts on how AI can elevate your CRM experience. Our assistant currently handles: Q&A for Pipedrive data. Dynamic UI based on your queries. Task and…
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Bug using iPad to browse the Pipedrive website and add new deals
I’ve found a bug in the pipedrive website app when used on an iPad. I can’t find any way to report it to the developers. Does anyone know how to do this? In case it’s done via this forum, the bug is: When creating a deal, you enter the name of the person and select “add this contact” in the pop-up as normal. You then add…
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UTM Tags / Tracking For Campaigns
This is something that Pipedrive is really missing out on as Campaigns grows. I migrated from Mailchimp to Pipedrive Campaigns so everything was in one system. I'd really like Campaigns to have settings for UTM tags so I can track any links clicked inside the email. Currently I have to append every single link in my email…
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Projects x Activities integration with ZAPIER
Hi, I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer. I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ? Thank you !
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Microsoft Forms integration for sending out surveys out of Pipedrive
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
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Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
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Extraflow - A New App for Pipedrive to Create Estimates, Quotes, and Proposals
Hi Pipedrive Community! Are you looking to streamline your quoting, estimating, and proposal processes directly within Pipedrive? Look no further! Introducing Extraflow, the ultimate solution designed to integrate seamlessly with Pipedrive and enhance your workflow. Key Features of Extraflow: Seamless Integration with…
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Audit trail inside each Task in Pipedrive Projects
Our team wants to see who marked a task as done in a project, and the date and time that was done. They want to see the 'audit trail' / changelog inside each task in a Project (aka Plan, in Pipedrive Projects terminology). On each of the projects we want to manage using Pipedrive Projects, we have 5 people collaborating.…
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New: An Option to Embed Pipedrive Scheduler Into Your Website
We wanted to let you know that we recently released an Embed Scheduler functionality to our users. What will you get with this release? Set up your availabilities in Pipedrive and embed the scheduler with your selected availabilities in your website so your customers can book meetings with you. Where? Embed on your website…
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Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
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Can someone help me with an insights report?
I am trying to create a salesperson activity report that shows the number of emails, texts, calls, and meetings that each salesperson had over a specific amount of time. I have it partially working, but for some reason, email count does not calculate: I have the Activity type Email selected in the filters for the report,…
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Client Portal
Has anyone been able to create a client portal on pipedrive? We are a lead generation company for service businesses and i would like to give our clients a space where they can log in and view activity, appointments, send requests and ask questions thanks so much in advance!
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Direct tracking email notification to direct email opened in a deal
It would be really great to have tracking email notification, directed to particular email inside the deal which will help understand which email was actually opened. Currently it directs to the generic email tab with all inbox email when clicked.
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Freeze Rows & Columns
It would be very useful to have the ability to freeze rows and columns in the Pipedrive contact list just like in your average spreadsheet software like, Google Sheets or Excel. It would make it way easier to navigate the contact list when much data is visible.