-
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…
-
Installments or Payments associated to Deals via API
Hi, I'm trying to build automations around creating invoices based on products in a Deal for the case where it's a project that's split into multiple invoices based on milestones. I can capture this in Pipedrive using either Installments on the Products listed in the Deal or via Payments on the Deal. I can't find…
-
What is best practice for managing large volume of source tags?
Hello! I am wanting to track any deals that come from events we run with partners. Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that? Initially it would not be an issue, but eventually we would have an unwieldy…
-
What Lead Generation Tools Are Most Effective?
If you're looking to optimise your sales and marketing efforts, Forrest Contact is an invaluable tool. With years of experience using this platform, I can confidently say it’s incredibly effective in lead generation, customer engagement, and sales automation. In my own experience, I’ve seen remarkable results in boosting…
-
Aircall - Pipedrive integration - Calls auto assignment
Hi there! We use 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 this user (who answers the phone). I could not find…
-
Zapier -Pipedrive - Mapping Phone Types (Home,Work,Mobile) Can it be done?
I have a separate column with the phone type, but I do not see a way to use that value to change the phone type. Will pipedrive know what it means if I just try to shove it in the phone number with a comma? or just map them both in the same field?
-
Phone Call Type Defaults to (Work) in Person. How do I change that?
I have these coming in from a Zapier Zap.. The Phone field cannot be edited and it defaults to (work) I would like to map my call types to show up here. How do I do this? I would like to map the type for a few other fields as well. Here is an example
-
Choose "website" field, when importing organization data
Hi all, I'm new to Pipedrive, but used to other systems, including Hubspot. I'm trying to import a list of organizations to our new pipedrive account, but I cannot seem to map the field "website" - any ideas?
-
Ability to Refer to Specific Notes via URL
Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…
-
Campaigns: Receiving auto-replies and bounce notifications to the reply-to email
I was told Pipedrive made the decision earlier this year to stop generating auto-replies and bounce notifications for campaigns to the reply-to email. This is a critical part of maintaining the integrity of our CRM, and our old email marketing platform Mailchimp was providing this. Please bring this back.
-
Saving edits to Activities
Can someone please advise how I can save edits when I make changes to an activity. I have created an activity and then I added notes…I then wanted to amend the notes but there is no way to save the edits (as far as I can see)….when I navigate away from the activity I have lost all changes?????
-
Serious lacks in the Merge Duplicates function
I'm a bit frustrated with Pipedrive's Merge duplicates function. Having to go one-by-one, clicking countless times for each of them is really tedious. I don't see that the "Preview"-step is needed, as it doesnt show anything not seen before pressing preview. My latest job change moved me to Pipedrive from Zoho, which had a…
-
Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
-
There should be a preview for group emailing before sending
Hi, I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a…
-
Change email to unthreaded from conversation view
Currently Pipedrive merges unrelated e-mails to one thread and I cannot separate them anyhow. This is confusing and heavily disturbing. I miss all the data in one deal and have e-mails from totally unrelated deals in the other one. What a mess. Please make this optional. I'm sure I'm not alone with this problem.
-
Automating Double Opt-In
Hi all Is there a way within Pipedrive to Automate Double-Opt in Emails to be sent when a new Person and Lead comes in? I'd have this under a particular tag as it would only really be those who have opted in for marketing based on our lead gen forms on Website, Facebook/ Google/ Linkedin forms. As I understand it now, I…
-
Need for an internal Chat for the company as part of Pipedrive basic features !
Hello there ! I hope you are taking care of your health ! I wish sometimes in the near future you will develop an internal Chat in Pipedrive so employees can communicate between them about the deals. That would be fantastic. Imagine being able inside a deal that is followed by several people of the company to post a…
-
Ability to hide fields from details view
There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc. These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you…
-
Feature Request - Assign point values to activities
It would be great if there was a table of activities and their associated points. In EdTech B2B sales (and probably other areas) not all activities are created equal. Visiting a pricing webpage or attending a webinar is more important than commenting or linking a company post. The activity graphs will visually be skewed…
-
What is the best UX/UI way to log all mobile phone call activity?
I have a small outside sales team. They are all iPhone users. We recently launched Pipedrive to 3 of the 8 members. I expected that Pipedrive would prompt us to log an activity for both in and outbound calls. I see now that w/ iPhone Pipedrive doesn't do so for inbound calls and the outbound must be started from the…
-
Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
-
Can you have a deal move to a specific stage if you receive a new email?
Hello, My company has just started using Pipedrive and I am trying to set up some automations to help our sales process. I am trying to set up an automation so that when a client replies to our email it moves the deal into a specific stage labeled Client Replied. Alternatively, maybe instead it could automate an activity…
-
Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…