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Live Chat Mobile Notifications + Chat in Mobile
I’m a small business owner, and I recently made the switch from HubSpot Starter to Pipedrive, opting for a yearly subscription along with several add-ons to better serve our customers. One of the key features we rely on is the live chat on our website, as many clients use it for quick questions. While Pipedrive’s…
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Sending field values through the Raw body of a webhook request in an automation
I have a Pipedrive automation that send information to an external app through a webhook. Until now, it has used key-values, but it needs to use the raw format. The following body sends the literal value "{deal.title)" instead of the title of the deal. How do I send the title of the deal instead of literal text?
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Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
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Share Contact via Email
I often share contacts with others in my network and much like you can share a contact via iOS text messages it would be great to send an email and be able to easily select a contact from Pipedrive and then select one or more fields you wish to insert into the email or even send as VCF attachment. It would be even better…
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Birthday field / reminder for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
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Deals Shouldn’t Rot When a Follow-Up Is Scheduled
Hey everyone, I’ve noticed that deals still enter the “rotting” status even when there’s an activity scheduled — for example, if I give a client a week to think and set a follow-up accordingly, the deal still gets marked as rotten. This doesn’t reflect the true status, since I am actively managing it. I think deals with…
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Google Chat Integration for Pipedrive
Hi everyone, we're currently working on a Google Chat integration for Pipedrive, we would be thrilled to collect your feedback so we can build a tool that really fit your needs. Find below a link to my calendar so you can directly book a quick feedback interview with me: P.S : We're not looking to sell anything at the…
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How to delete a smart doc template in PD UI, when the document was deleted in shared storage?
In smart docs, the templates are stored in the shared storage. We deleted some old documents in the shared storage, but the template is still shown in smart docs dialog in PD (although if you click on the entry it shows an error as the template was deleted). How to delete the "empty" entry in the smart docs show template…
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How do I report recurring revenue monthly, not annually?
Hey, I just closed a deal that sells a chunk of my time as a freelancer on a retainer. I created a 'product' with recurring revenue. I imagined my reports would show this monthly retainer each… month. Instead, Pipedrive has multiplied it by 12 and added one massive column for April. Every other column is still empty. Not…
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How do I reference Pipedrive fields when using the Raw format?
This sends "{deal.title)" to the nm field of the destination, but the intention is to send the value of the specific deal that initiated the automation. Is that feasible?
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Rotting as an automation trigger
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
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"Nearby" Feature On the Mobile App ... Need to Add "Leads"
It would be great if you could add "Leads" as an option under "Nearby" I personally think "Leads" being an option to search nearby makes more sense than "People" … Switch it to ( Leads , Deals , Organizations) … your people are at one of these locations anyway.
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Unicidade de cadastro por CNPJ
Pessoal, boa tarde! Estamos implementando o Pipedrive e preciso garantir que não seja possível inserir cadastros duplicados. A chave para verificação e bloqueio é o Número do CNPJ, alguém sabe como fazer isso utilizando o pipedrive? "Hi everyone, good afternoon! We are implementing Pipedrive and I need to ensure that it's…
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KanBan / Pipeline Visibility of Deals with Lost Status - on the Deals object screen
Hello. With the way we are utilizing Deals, it is important to retain visibility of 'Lost' Status deals indefinitely, within the parameters of selected date range(s). I am able to establish this with the 'List' view option, though unable thus far to customize for such on the KanBan or Pipeline screen - which is by far our…
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Email Placeholders In Links
It would be nice to allow the Email Placeholder code to work in links for templates. Below is a sample of what we are trying to do: <a href="https://video.HIDDEN.com/{{email_address}}><img alt="" src="https://video.HIDDEN.com/media/gif/67eff6306c6032d20937c32f/{{email_address}}.gif" width="480" height="auto" /></a> We use…
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Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
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Need to be able to edit the list of Industry field values for the organization.
This list of values for the "Industry" field needs to be editable. I work with industries not listed, and I would like to delete some on here that are not relevant.
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Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
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Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
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Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
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Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
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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…
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Looking for a Pipedrive freelancer/consultant
We use WebForms and Email Automation as part of our prospecting. We have three WebForms set up and each one then has a seperate email automation. The automation is for the prospect to be sent an email once they have filled in a form. Its very simple. But we are having issues. The automations work sometimes, but not always.…
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Syncronize the archive email in Gmail
Would it be possible for the next version of Pipedrive to syncronize better with Gmail ? Currently when I archive an email in gmail it doesn't get archived in PipeDrive. Could it be possible to developp this feature in the next version ?
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E-Mail Tempaltes - Formatting and Options
Hello everyone, I am trying to find more information about the options that can be used when creating e-mail templates. I need a few things related to formatting and also need the ability to send fields that are blank instead of showing as error every time.
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Calendar Block-Offs
I would LOVE if Pipedrive could enable us to mark off certain days on the calendar for holiday/vacation/sick days. This way I don't set myself or my coordinator tasks on days we don't work. I've mentioned this a few times, but I know it takes more people to make a difference. Hope there are other people that could benefit…
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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…
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Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
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Ability to Search Automation History / Automation Log For Leads/Deals/People etc
We really need a way to search the automations history, or see a full list of every automation that happened with each lead/deal/person etc so that we can troubleshoot any errors. We trigger thousands of automations per day and having to keeping scrolling down and hitting "load more" to try an go back through days of…
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Filtering 'Done' Activities by Activity Type
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…