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automatic popups challenge
Hi, In our Pipedrive account, an activity creation popup always appears when we mark a deal as Won, even though: we have no active automation for this, and the “Show activity pop-up when deal is marked as won” setting is not visible in personal or interface preferences. The user has admin rights. We’ve also tested in…
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lead form - disclaimer - how to remove
Hello! The disclaimer on the Lead web form seems to be non-removable. I don't understand this. There is no law or regulation in Europe that requires this, and there is no social security number in Europe, making it look very US-American. Why not make it edible? Kind regards
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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.
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New: Recurring Products (Products as Subscriptions)
Hey Pipedrivers 👋 The Recurring Products feature is being gradually released to all regions, with general availability expected by the end of April 2024. You can learn more details about this feature here. Where: The new functionality can be found in the details side panel of a product and in the interface that you use to…
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Support for Time Fields in Web Forms
Would like to request the addition of time field support in Pipedrive web forms. Currently available field types include text, large text, single and multiple options, date, etc. However, there’s no way to collect specific time inputs, which presents a challenge for our use case, where both date and time are essential…
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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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Box.com Support
Do you have any plans to integrate Box.com cloud storage as an option alongside Google Drive and Microsoft OneDrive? We use Box for all our company files.
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Paid Invoices
Is there any way of highlighting if an invoice has been paid… I'm sure there was a function previously? It would be nice to be able to view this in the deal forecast view so both finance and sales account managers can see what has been paid and what is outstanding.
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Smart Doc/E-Signature to Trigger Automation
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to…
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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…
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Assign tasks to people outside of the company
I would like to use the projects part of the CRM but need to assign tasks to people outside of the company, like agencies and suppliers. They would not need a licence as will not be accessing the tasks themselves. It is for me to see who should be doing which part of the project and filter by that for the meetings with…
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Assigning project tasks to external people?
I'm running a series of projects which involve people / agencies external to my company. They have their own tasks within the project. How can I assign the tasks or activities so that I can identify them and filter them so I can keep track of what they need to do? I don't need a licence for them as they will not be using…
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Enable organisation email link with deals and stop automatic contact person generation through smart
Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a…
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Soon in Insights: Product revenue forecast report
To better support our customers who have subscription businesses, we are starting a release for a new report type called product revenue forecast report. The report will be available for companies on Advanced plan and onwards. The report can be found under Add new → Revenue forecast → Product revenue forecast. The new…
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New: Grouping of Fields 🗂️
Organizing fields has become easier with the ability to create custom groups for fields. You can bundle related fields into common categories to make your information easier to manage and consult. Admin users can: create new custom field groups reorder the placement of groups in the details reorder custom fields within…
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Chat Button not Working
Trying to reach out to Pipedrive support today about an automation going wrong. Chat Button is doing nothing. Tried also on Chrome incognito, not having any luck. Any issues with the Chat Button or have the Chat Support team gone on Holidays? ha! Thanks Sean
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Customer Support Quality Has Dropped – Feedback from a Loyal User
I'm getting increasingly frustrated with the current level of customer support from Pipedrive. It's becoming harder and harder to speak with an actual human or receive timely responses. At one point, I had to wait almost two days just to hear back from someone. I used to genuinely appreciate your customer support, and that…
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Edit Phone and Email Types
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
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Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
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New value for field "Interval" of the subscription plan: "biannually"
Could you add the value "Biannually" (that is, every 6 months) to the list of possible values for field "Interval" of the subscription plan, please?
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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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Average value for numeric fields
It would be cool if we could create a report to visualize the average value of a certain numeric field.
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''@'' mentions on the leads module
Hi Everyone! I wanted to raise an important topic that might be useful for all the pipedrive users that are using the lead modules. The reason i am raising the issue is i am not able to use the ''@'' on the lead session, whilst it's available for the deals. Anyway that we can solve that ? Thank you all !
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Reassigning ownership of PD dashboards
Hi all, it would be great if PD would have an option to reassign ownership of created dashboards. This would be everybody's lives much more easier as it would safe time since no body would need to do the work on recreating those dashboards
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Setting up an email automation
I am trying to use the automation feature. When I get my first lead it comes from the same email. then switches to regular email after first automation back to customer. How do I set up automation with same email that comes in asking the same question? more then once? It only executed this one time.
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Create public share link from my Campaigns?
Hi, is it possible to create public share link from my Campaigns? I want to use the design and content for other marketing purposes. Like sharing it to our company website and LinkedIn profile. Also, when are you bringing Canva interface to Marketplace? Thank you
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"First name" and "Full name" in italian language
Hello, I'm a Pipedrive user from Italy. I'd like to bring to your attention the fact that, in italian language, the system fields "Full name" and "First name" are labelled the same ("Nome"). I suggest you could change "Full name " in "Nome completo" (also "First name" in "Nome di battesimo", but not necessarily). Can you…
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Which field types allow URL?
Hello, I’m using a custom field called entry_page, with "text" as the field type, to store the landing page URL that my customers use when they go through my third-party chatbot. However, I’m encountering a problem, sometimes the URL is too long and gets cut off. I’m wondering if it would be possible to use the "large…
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File disappears when attaching files
I cannot attach files. the file attached dissappears after attachment
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Popup Window Context Lost During OAuth Login
Hi, I'm currently working on integrating several CRM platforms with our system, including Pipedrive, and I’ve encountered an issue specific to Pipedrive's OAuth login flow. When our application opens a popup window to initiate the OAuth login, and the user is not already authenticated, the login flow triggers a full-page…