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New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋 We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team. Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly! We're currently rolling out this functionality - and…
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Editar acesso ao botão Ganho de um negócio
Sinto falta de editar o acesso dos usuários ao botão "Gnaho" do negócio. No meu processo de vendas é o financeiro que irá validar se o negócio foi fechado. Mas atualmente os vendedores estão com este acesso e apertam o botão quando acham pertinente. Dia desses um cliente enviou um agendamento de pagamento, como se fosse o…
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Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
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Dependencies in custom fields
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
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Lead Automation with an external tool (Zapier, make.com, etc.)
Hi there, I would like to automate incoming leads from one of our partners. They use Salesforce and currently send the leads and their details to us via email. We then manually import them into Pipedrive and I want to get rid of this process. I have already created an automation using Zapier. Using the feature incoming…
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Bonjour, tous les pipedrivers, je suis en pleine campagne marketing d'emailing.
Pour remettre dans le contexte, nous vendons des garanties, et les url sont propres à chaque devis, j'aimerai que l'url de mon bouton soit personnalisé en fonction des réponses, j'aimerai que dans mon bouton le texte affiché soit " reprendre mon devis", mais que l'url soit différente et adaptée à chaque nouveau devis. Des…
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Cross-sell
Hello fellow Pipedrivers! Our business and product selection is growing, and I am facing a problem that I am unable to solve myself. Maybe someone of you has had the same issue and can share how you solved it. We have customers that buy from us the same product every year, so they all have already a deal in the pipeline.…
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Five9 integration
Hello PD, do we have a good integration with Five9? I have a prospect that has Five9 and needs this for Pipedrive. Or also Dialpad? Thanks!
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Can you merge duplicate organizations
I have a situation where several companies are duplicated and are entered twice in my PipeDrive, Additionally, they may have different "people" in each entry. Can I merge the ogranizations to be one organization and have people from both entries be merged into the new merged organization.
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More than one Label
Is there a way to have more than one label per contact?
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Linking people to multiple organizations
Hello! Looking for guidance - our company works with agencies where one account contact would manage multiple organizations. For example an advertising agency where we have the organization as 'Multi-Media Inc' but we want them linked to the 'Nike' organization - do we have to create multiple 'people' such as Amy Hunt with…
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Custom buttons to trigger your 3rd party automations? Here you go!
If you use iPaaS / automation platforms such as Zapier, Make.com (Integromat) or any other you have most likely sometimes struggled to find a suitable way to trigger you automation. Typically the options are either through a webhook, filter etc. but this can be very inefficient and confusing for a user to understand…
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Controlling custom fields
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we…
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What is the best way to show commission splits for Deals w/ multiple sales agents?
We are having to currently create two separate deals for both of their pipelines and for them to put their split of gross commission in the value field so their pipeline reflects their personal commission but then we have two of the same deals showing for our COO admin view and the two agents have to pick which deal they…
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Deal: Expected Closing Date
I am looking for a way to create a report that shows the number of times a business has had its expected closing date changed. I have not been able to retrieve this information through the API. Does anyone have an idea of how I can obtain this information in a massive way?
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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Email templates (managing and building)
At the moment, the email templates are only accessible via the email composer. If we want to edit, or change any of the existing templates (as opposed to creating one) we are forced to compose and email, and access the templates menu, then opt to manage them. This highlights the very basic approach that has been taken to…
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Shared Draft Emails
It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.
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Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
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Calendar recurrent Meetings Synchronization
Hi there, just synchronize my calendar and it didn't show my recurrent meetings, what should I do to get all my meetings sync. here in Pipedrive?
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What is the best way to track UTM or lead source in Pipedrive?
Looking to track campaign values or pass UTM link via web form lead submissions. Thanks
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Feature Request: Ability to exclude Calendar items marked as Private
We use Calendly which allows clients to schedule available time on my work calendar however, there are times when I have a personal appointment during the work day that needs to be on my work calendar but not synched to Pipedrive. Having the ability to exclude calendar items marked as Private would solve this problem.…
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Insights for Activity Reporting needs to be able to report on "Call Outcomes"
Support verified that there is no way to report Activities down to the Call Outcome level. Without the ability to report on Call Outcomes, all calls are just calls. KPI's for our ISRs (Insides Sales Reps) are based on Dials, Conversations and Appointments set. How can we get this with Pipedrive?
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Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
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How can I test an email, before sending it.
Hi, I can't find a way to send a test email to me before sending an email through pipedrive. Anyone can help? João
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Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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Are there any current clients who are Commercial Real Estate Brokers?
We are trying to build out the best way to set up our new listings and all the deals associated with that listing especially from a reporting standpoint and a project management & sales stand point.
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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
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Linking multiple PD contacts (but not PD users) to a deal...
Hi Everyone, Happy New Year! So I've looked around but can find an answer to this one. I need to link several contacts that are already in PD (but not PD users), to various deals as a way of tracking which team members will be supporting various deals. I have set up a custom field on the deal using the "Person" option, and…
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Email Design Options: ability to change fonts, size, colors
Are there any plans to be able to customize the look of emails? Fonts, size, colors, aliment etc.? Id like to be able to keep my company branding uniform, but also be able to add "character" to my messaging.