-
Added the ability to organize email templates with folders and subfolders.
Hey, this will be great to be able to organize email templates with folders and subfolders. We are now 14 users in my team and we share templates. This is very difficult to find the good template in a list of 70 items without folders. Thanks for your help.
-
Aircall - Pipedrive: Aircall leads automatically assigned to users who answer the calls
Hi there! We use the Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to the user who answers the phone. I could not find…
-
Inconsistent x-daily-requests-left Value in Pipedrive API
Hi everyone, I'm currently updating my WooCommerce to Pipedrive integration extension (). Since Pipedrive introduced a daily request limit, some of my users who perform a full WooCommerce sync to Pipedrive are hitting this limit. To prevent their API keys from being blocked, I wanted to rely on the x-daily-requests-left…
-
Include custom field (a URL) as a hyperlink in an email template
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
-
How to update data on a deal without creating a new deal
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at…
-
Is there a way for me to check my specific conversion rate from 1st call to booking an appoinment?
I feel it would be benefit me to know exactly how many calls it takes from initial contact to then booking them in for an appointment. is this a feature we already have?
-
Organisation Filter on Last Activity Date not working...
Within Organisations, we have 2500 entries, and I am trying to set up a filter using the Last Activity Date. It doesnt work however… so when i try entering Organisation > Last Activity date > is earlier than > 12 months ago, it brings up nothing. I have played around and tried different lengths of time but still no…
-
Pipedrive Automation Builder Help
Greetings! We are in need of a developer or Pipedrive expert that can help us create automations and properly set up our account. How should we go about this?
-
Gantt Chart in projects
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
-
Why has no one at Pipeline responded for months, re: deceased account member
My son passed away in February, last year, and I am the legal administrator of his estate. Because of complexity/complications, I was not able to learn where he had accounts or subscriptions, nor have access to his bank accounts until January of this year. Since, I have tried to reach Pipeline multiple times via…
-
Projects due dates linked to last activities completion, not from the start of the project
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
-
Add Label/Category for Files
This would be very helpful if we could, at the very least, add labels to files and group (or filter for) those files with the same label Especially if you want this CRM to work for various operations, we should be able to categorize files also when we're working with different departments and files.
-
Add categories to uploaded files
Hi, I'm working with files, uploading mainly PDFs, and images to Products and Deals. I have to say that the feature is quite nice, but lacks of a simple basic : categories (or labels)! Could it be possible to create customizable categories (or labels), just as we have them for Smart Docs and all other Pipedrive's sections…
-
Are Date based automations running?
I have a set of date based automations that are not running at all
-
Issues with pipedrive
We are having an issue with our pipedrive where our emails will not send and we have to manually go into our out box and send them. Once they are sent, they then do not track in our history so we have no idea if they have been opened or anything. We use exchanged email Can someone give me an idea of what is happening? I am…
-
Stop Auto Activity Follow up
When I complete an activity, it asks to schedule a follow-up. How do I stop this? According to Chat GPT its in settings, which is what I switched on. But it seems to be hidden even though I'm Admin Go to Pipedrive Settings Click on your profile picture (top right). Select Company Settings (or Personal Preferences if you're…
-
Has anyone integrated Attention to Pipedrive?
I'm looking at Attention and they say they do not have a native integration with Pipedrive but say that it has been done. I'm curious if anyone has done this and if it works.
-
Add label or category to files
It would be helpful if we can add labels and/or category to files to group/filter files. Files section can get hectic with different types of files such as bank statements, contracts, agreements, etc.
-
Im not able to configure my outlook account
I have followed the steps on CRM looked tutorials it stills tells me that I need an admin approval from Pipedrive
-
Scheduler - Allow the Phone field question to be customized or disabled
Overview: Currently, Pipedrive’s appointment scheduler includes a default phone number field in the scheduling form. This field is intended for users to input their phone number, but many customers fill it in without including the country code, which causes issues with the accuracy of the data. We often receive phone…
-
¿Alguien que sea experto en los grupos de seguridad?
Tengo una duda, dentro de mi organización hay 4 tipos; - Gerentes (visivilidad completa) - Comerciales (visibilidad solo de sus tratos y a los que los inviten a colaborar) - Operaciones (solo pueden ver los tratos ganados sin valores) - Calidad (solo pueden ver los tratos de todos, pero no las conversaciones)
-
Can i track which URL the form was completed and sent from?
I have the same form on multiple pages and need to know which page the form was sent from. Can i achieve this in PipeDrive
-
Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
-
Why can I not find a way to delete a custom activity type?
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
-
Sofware Licensing-Tool with Pipedrive Connection
Hello, we are a Software Company currently searchcing for a new Licensing-Tool for our products. Does anyone use a Licensing-Tool with Pipedrive Connection? Or does somebody know a Tool, that already has a connection to Pipedrive? Would be awesome, if we can avoid a new data silo. And Pipedrive could be our single source…
-
How do we integrate our external API into Pipedrive
We have an external API that currently allows our users to submit a phone number and the API will return phone information, including line type, carrier name, and location. The API is a paid service and requires an account for each user. We would like to add it to the marketplace and add the phone validation option to the…
-
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,…
-
Data updates in reports list view
Unlike list view in deals. List view in reports does not let you update data. This means you end up having to replicate the report in list view (where the options are also not exactly the same) to be able to update the deals you've identified through the report. This could be a lot more efficient
-
Option to have notes automatically expanded
Hello, I am constantly looking at the notes and would like the option to have it expanded automatically instead of having to click on the notes every single time I go to a new deal or contact. This would make things so much easier and save time because notes are the only thing that help me understand what I need to know…
-
Allow additional email recipients from custom fields in workflow automation
I couldn't find this anywhere after a search. Currently, email alerts within workflow automations allow the following recipients to an email, or you can hard-code a specific email address: What Pipedrive doesn't allow you to do is send an email to another user involved in the deal, even though their custom fields allow…