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Emails linking incorrectly
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
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Filters Improvements: Create multiple "OR" conditions groups
For those who know Airtable, it would be great to have exactly the same filter capacities. A group for a sequence of "AND" conditions (already OK). Then multiple "OR" conditions groups (not OK today. We can only have one group). Here is an example to illustrate how it is on Airtable: Today, Pipedrive is so limited with…
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Sending several documents at once to the same client.
Hello, I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time. DocuSing has the envelope functionality but i dont know about Smart Docs Could you please let me know if this feature is available and, if so, how to use it?
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Project tasks
It would be helpful for Project tabs to show up in the Activities tab so that we can go down the list of tasks each day and do all. Having to go through each individual tab is cumbersome.
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Recurring Activities on Calendar!!
It would be great if the calendar had an option to add recurrent activities! I struggle a lot with this because some times we need to add a recurring activity and need to add it manually. For example, if I need to add to my calendar a meeting with a client that happens every Monday of each week during 6 months, I have to…
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Looking for tips on Lead Tracking & Reporting
Hello Pipedrive community - I've started a role as New Business Director with an agency, where I am responsible for finding new business from existing clients and new business from new/targeted clients. I've aways used Salesforce in the past, so I'm trying to get ideas of best ways to utilize the "Leads" tab in pipedrive…
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Why is'nt a form included in the Campaign package?
I would like to share some feedback regarding the Campaigns package in Pipedrive, particularly concerning the lack of a form feature to help grow newsletter subscribers. Many email providers offer a built-in form option as part of their standard package to make it easier for users to collect new subscribers. However,…
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Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…
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Detailed Opened Email Report
I am surprised that this does not exist… I need a report that I can use that will allow me to select an email title and provide me a detailed report of who has opened it and how many times. I must admit because of the pop ups I get with this info, the fact it's not available as a report was a little surprising. I was just…
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Can email campaigns be used for transactional emails to customers?
Can email campaigns be used for transactional emails to customers? If not, are other Pipedrive users using completely different email tools for transactional outreach to their customer bases (e.g. system status notifications, planned downtime, etc.)?
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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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SmartDocs Custom Message
It would be great to have the custom email message stored in the deal history, as the message may sometimes contain valuable information. Currently copying and pasting the message as a note is a workaround.
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Automatic Assignment by weekday
It would be nice if we could auto assign or round robin assign Deals to specific users based on the day of the week. Not the date, but the actual day (i.e. Monday, Tuesday, etc.). I want to set up a rule for this scenario: Condition - new deals created on a specific day of the week, like Monday. We have 3 out of 5…
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PandaDoc Automation
We are using PandaDoc to send our Quotes to customers. We have a very detailed and unique quote for each customer. I would like to automatically update a Deal when all parties have signed the PandaDoc file. Currently I do not see any PandaDoc triggers for Pipedrive. I don't want to pay for 3rd party (Make, Zapier, etc) for…
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Data Import Question - Are Email Addresses Handled Like Phone Numbers?
From this KB article: https://support.pipedrive.com/en/article/importing-advanced-mapping Mapping phone numbers When importing your contact's phone number, you have the option to select the phone label you want to map to Pipedrive. If you have multiple phone numbers for a contact, you can map the phone field multiple…
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No-Show report
Hi guys, Can i create a report that will show me the ratio between those who booked a sales call and those who did no-show? if so, how can i create this report? i couldn't find the way to implement it I will be using a custom field for it. Thanks
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New Feature for Smartdocs | Presentations
Dear pipedrive team, unfortunately, with Onedrive it is only possible to edit documents. The web version of Word is unfortunately very poor, so designs using images are very limited. Presentations and spreadsheets can be used as templates via GoogleDrive. Microsoft offers the possibility with PowerPoint, but unfortunately…
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Webinar Q&A: Boost Your Prospecting Strategy Using Surfe X Pipedrive
Hi everyone! ☀️ Last week, we had the pleasure of hosting the webinar Boost Your Prospecting Strategy Using Surfe X Pipedrive. A big shoutout to everyone who attended - it was inspiring to see so much interest in optimizing prospecting workflows with Pipedrive and Surfe! We received some great questions during the session,…
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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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Could there be an "OPEN DETAILS IN FULL VIEW" option for the Deals, Pipeline view page!
As on the activities page, we'd love the "OPEN DETAILS IN FULL VIEW" option to be available so that we don't have to click into the deal or open a new tab to access the deal. Reason for this is we're looking to transition to following up on our Deals in the "Deals, Pipeline view page "instead of the activities page. I'd…
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Need an Option to "Exclude from Changelog"
It would be very helpful if there was a Field setting that allowed us to "exclude from Changelog". The Changelog is an awesome tool. I rely on it A LOT to see the history with a record. But, we do have some data that is sensitive in our CRM. And when a contract ends, some of this data needs to be wiped from our systems. Of…
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Wait for condition - Time increase
In our process we use wait for conditions so our process can work to suit our business needs. We have an issue with the time limits on these as 5 working days sometimes isn't long enough and our automations stop working. If these time limits can be increased longer than 5 days that would be amazing! Thanks.
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how to bulk edit contacts' activity (task section)
Hi expert, I am new to Pipedrive, please help me out. I have many contacts, and I am also sending physical letters to those contacts. ( I know that sending group emails can have the record) ( I am asking for my own physical letters record) Any suggestion is appreciated. :) The question is, how do I make the record in…
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Default fields created by contact sync
When you start the contact synchronisation, fields are automatically created. For example, birthday, instant messenger or postal address. For various reasons, these fields often make no sense in the CRM and are just confusing. You can't remove them yourself and according to the support team, the colleagues from the…
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Phone system integration
Hi,I connected our phones system to Pipedrive and within few min i had a lot of records in Pipedrive.. It's a new account so so "persons" in PD yet.. How do you guys handle it? Where do you place the "no-asnwer"? and "call cancelled" and even the answered.. ? it will fill up the pipeline with records very fast.. Thanks
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How can I see duplicated deals?
Hi guys, I had issue with my API and i have few of duplicated deals. There is 1 deal as "new lead" in the pipeline and then another deal with the same details in "won" How can i see all the duplicated deals? Thanks
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Done activities to fall down to the bottom
Hi all, I'm using the pipedrive app on Android (coming from Apple where I had this feature that every time I marked a task as done it fell to the bottom so the remaining open tasks are on the top for better focus) Now switching to Android, I noticed the task stays on its place, just crossed out as completed. Is there a way…
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Pipeline Stages - Copy Stages into new pipeline?
Is it possible to copy existing stages in one pipeline wihout having to recreate the stages in each new pipeline?
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Dupliquer un pipeline de vente
Bonjour il serait bien de pouvoir dupliquer un pipeline de vente afin de pouvoir mesurer les ratios de conversion selon le type de prospect mais en suivant le même processus de vente.
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Is there a way to filter to just one person's notes/activities on a contact?
I know we can use activity filters to apply to a specific contact, but wondering if we can do the same for notes.