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Visibility of activities not working as expected
I have set visibility for Leads / Deals as well as Organisations and Contacts to whole organisations. However, (planned) activities are not visible to everybody. Can you please fix this?
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New Trigger on Archiving an item
I'm looking for a way to start automation when a Lead, Deal or Project is being archived by a user. At the moment I see only triggers on creation, updates or deletion. Would it be possible to add the Archive trigger as well?
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Deal and Activity Reporting Question
Our team is fairly new to PipeDrive and working on developing metrics and reporting for senior leadership. We are looking to build reports or a dashboard to show us the following for each of our Leads and Deals Aging Analysis Number of Phone Calls Made Number of Emails Sent Number of Activities to date Activities Planned…
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Instant condition doesn't work at all
Hi, I am struggling to optimize the automation on Pipedrive which I really hate :( I hope there is anybody who can help me!!! I don't know what I did wrong. Below is my full automation flow that I am working on As you see the number 10, instant condition which is supposed to check whether I get any reply form the email…
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Product filters in analytics
Hi. We need product filters in analytics, how to understand which product is better, which sells more, etc. Products without these features are useless
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Forum function to merch or archive suggestions.
I would like for this forum to have a merch and/or archiving function that can be suggested by users. Currently there are more than 140 pages á 30 suggestions. Many of these suggestions are duplicated and some are certainly already implemented. So it would be good if you could clean up a bit. It would be cool if a user…
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Customization of double-opt-in emails
We would like to be able to customize double-opt-in emails according to our branding (wording and visuals). Suggested work around initially would be to have a double-opt-in link that could be added to a campaign.
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Meeting scheduler in Europe 24H
When testing the meeting scheduler, it seems like even when the time zone is set to a 24H timezone such as Europe/Copenhagen the schedule to choose from is AM/PM?
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Address display in Calendar view
Is there a way to display an address in the calendar view for a Lead contact? For both the mobile app and desktop? Our sales people are used to being able to see an address at a glance with our current method of scheduling (apple calendar) - I see that I can navigate to the address via clicking on the contact within the…
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Can i use Merge tags to send a customer to their site?
I have started to send emails to my existing customers (Monthly Newsletters) Our business provides their own platforms and i am looking to send them to their own platform. I have created a field 'site name', and used merge tag in the email template. Is it possible for that merge tag to appear as it would a Link. If i was…
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Please scheduler meeting should enter agenda, without need to open ics file
HI all, To me scheduler is of no use, as customers do not open the ics file to put the meeting in their agenda and then they don't show up. It is to hidden and leads to a lot of no show. I kindly request scheduler sends out emails that enter the agenda directly, like gmail and m365 do, they appear in the agenda, with a…
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How can I sort or reorder my Product Variations?
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
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How to prevent an automation to be triggered when moving it back and forth from a Stage
I have created several automations, they move to the next stage after the last activity in the automation has been completed. The issue is, if the user made a mistake and has to go back to the previous stage, the automation kicks in again and create new activities even though the activities have been completed. How do I…
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Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?
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Automatic assignment based on phone number starting digits (country code)
Hello, I would like to assign the deals automatically to sales people depending upon the country code in the phone number i.e. first 2 digits. How can I achieve that? P.S. I don't have address filed in lead form therefore getting country is not possible. Thank you in advance!
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Web Forms: Conditional Logic
Hello, I like the web forms. I just started integrating it into my website. I LOVE that I can actually change and hide the labels in the multi-choice inputs. But it would be great if it had some conditional and submission logic options. Prompting my leads based on their replies right on the website, as opposed to emails,…
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Bulk Edit Custom Fields for Leads
Will we ever be able to bulk edit custom fields within our Leads dashboard?
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Sending survey through Campaign
If I buy into an integration like Survey Monkey, will I be able to format a campaign with the survey questions embedded, or will contacts have to click on a link to Survey Monkey?
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Re-occurring Google Calendar sync issue with Pipedrive
I'm needing the ability to create re-occurring tasks that sync from Google Calendar to Pipedrive as Pipedrive doesn't have this ability as yet. I have found although we have two-way sync activated for staff, only the initial activity appears in the task list and calendar, the reoccurrence then only appears in the Pipedrive…
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Set a default font other than Arial for emails?
I'd like to set Georgia as my default font instead of having to change fonts every time I write an email.
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Introducing Projects API in public BETA
What is new? We’re launching three new API resources with a range of endpoints to help you modify the data around the Projects feature space, allowing integrations and automations to join in on providing solutions in the project and task management problem space. The endpoints are tied with the Projects add-on which has to…
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Feature requests for Campaigns
I'm in the trial of campaigns and noticed serveral things: * There's no option for new contacts to subscribe themselves to our newsletter. E.g. a way to collect information of a new subsriber that I can put on our website. * That request mails for double opt-in are only available in English. When will the localized version…
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Formula fields for Products
Formula fields are necessary for products for calculating Margin for example
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Would you find it helpful to have multiple organizations tied to a contact?
Would you find it helpful to have multiple organizations tied to a contact?
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Editable Product Description/ Personalized Description per product-deal attachment
As a company that does a lot of bespoke quoting, we have to change the agreed details of a service/product almost every time. It would be great if we could pull the standard Product Description, edit some details, and store that changed description (since those are the details of the actual service we agreed with our…
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Convert a lead to deal based on Email interaction
Hello, I am sending out first email to the leads to filter them out. I would like to convert the leads to deals depending on their interaction with the Email. For e.g. if they open or click anything in email it should be automatically converted. But to do so I didn't find any matching action in Automations. Please find the…
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Discount and Additional Discount fields have opposite/ inconsistent signs
Hey Pipedrive, The Discount on a product is positive, and a negative discount works as a surcharge. However, the Additional Discount is displayed as negative, and surcharges are displayed as "double negative": Our clients are complaining about our quotes, so we are having to change them manually. Ideally, every discount…
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Multi-Calendar Sync Solution
!Hello everyone! I was wondering if any of you have come across an app that can help manage and share multiple calendars per user effectively? Many of us in our organization are consultants and have to juggle multiple calendars, which makes scheduling meetings with clients and internally quite challenging. I have already…
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Option to hide description from synced calendar with pipedrive
The issue: Sometimes we have sensitive data in our descriptions in calendars. After we sync it with pipedrive, everyone can see it. The solution: The idea is to have an option to hide it. We could have then only our Title of the activity copied into Pipedrive so that also other users could access it.
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Mass update product prices attached to a deal ("Add products to deal" view)
It would be great if one had the option to update the prices for products attached to a specific deal, e.g. by pressing a button (see example screenshot below). Use case: Sales rep. creates/edits a Deal in Pipedrive, and attaches products to deal (e.g. with 25 positions), then creates a quotation using SmartDocs feature.…