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Multiple task scheduling
Hello, I've just started to use the feature for creating the same task on several and different deals (see the picture below) and I noticed that the object of the task created is the COMBINATION of the Deal subject + "what I write in the subject field of the task I'm creating). Again see the picture below: As you can see,…
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Reseller API - for creating new subscribtions
Hi all, we're Pipedrive Premier partner. I would like to ask regarding Reseller portal's API to create registration of new accounts automatically. We've launched our own landing page for registration to Pipedrive - so when someone is interested in Pipedrive, they fill out our form and we make qualification call and show…
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pin note to deal via API request
Hi, Currently there is no option to pin a note to a deal via the add note, or update note API calls. Can this be added ? Thanks, Tzvi
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Admin sandbox and test account
Would it be possible to have a test account (eg. separate to my admin account, so I can view changes as a user) and an admin sandbox area for developing and testing set-up updates before rollout. NB: I know there is a developer sandbox area, but I'm talking about something an admin can use for testing new set-up changes…
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Sorting from A-Z
Hi there, It would help a lot if I could sort lists from A-Z. For example: Projects > list. There I would like to sort my contact persons and/or organisations from A-Z. Would that be possible to add? Thanks in advance!
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Visibility for scheduled emails
I'd love for other users to be able to see my scheduled emails. I often work with others on the same deals, and they need to be able to see when an email is scheduled. Thanks!
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Contact photo enlargement on the iOS app
Similar to using LinkedIn, if you click on a contact's photo in the app you should be able to see a ~full screen pop up of the contact. We have older staff using the app and it's difficult for them to see the photo. The web platform already does this, which is great. Needs to be in the app as well. Thank you.
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Sync deleted emails
We would love to be able to delete emails in Pipedrive and have the emails also be deleted in our Outlook. This would be more efficient rather than having to do it twice. We really enjoy that our emails are synced, however, this would elevate it even further.
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What's the status? Request to allow updating of an activity w/o notifying guest
Hello, I've made this request multiple times. We sometimes need to make a minor update to an activity for internal purposes only. Thus, we do not wish for the invited guest (our customer) to receive an update because it is confusing for them. PLEASE let me know when we can expect this. Many other platforms provide the…
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Adding a customer logo to the organization overview
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
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Be able to set a default activity type
Currently, the default activity type is a "Call". I would much prefer the default activity type to be a "Task". This would save a click every time I create a new activity.
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Xero integration with Pipedrive
With the Xero / Pipedrive integration, is there the option to have link to the Xero invoice from a Pipedrive deal. I downloaded it from app store, but takes me to MAKE programme & then isnt clear what it does. Any help here be great? Thanks
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Automations to cancel when deal has moved stage.
I have all my activities automated and on delayed once marked as done in a stage. But I would like all the automation to stop in that stage, once the deal has moved to a new stage. Can someone please advise?
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Relative Period filtering by (for eg.) last month / quarter / year
I'm using the relative period filters to see all deals won by each owner "last month". I want to see the same figures for the last 3 months too. eg. "last month" currently shows October won deals, and I want to see combined figures for August, September and October. Is there a filter that can do this? The relative period…
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Is it possible for an Automation where updating one Deal, triggers an action to update another Deal?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…
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Granting account access for implementation partners
Does Pipedrive offer a dedicated support/agency access feature, or are there plans to develop one? Such a feature would be immensely helpful. Some of the Pipedrive accounts we’ve set up require regular checkups and maintenance. We also run Pipedrive audits. Asking clients to share logins or purchase additional seats for…
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Webinar Q&A: Unlocking Insights: Mastering Pipedrive’s Reporting Tools
Hey everyone, ☀️ Last week, we hosted the webinar Unlocking Insights: Mastering Pipedrive’s Reporting Tools. A big thank you to everyone who joined us! It was fantastic to see your enthusiasm for leveraging Pipedrive’s reporting capabilities to gain deeper insights. As always, your questions were insightful! For those that…
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Can pipeline deals total values be switched back on?
The deals total values at top of the pipeline view have been switched off recently. I now have to click to view. Seeing this info at a glance was very useful to me, and I can't see any obvious benefits for hiding this info. Is there a setting for me to switch it back to permanently visible? Or can this change be rolled…
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Pipedrive Projects module - tasks view
Hello, In the task view section of projects, it is not possible to filter by anything else than DATE. Besides I cannot customise the number of columns to show the organisation, the owner etc. These features exist on the main projects page, on activities, on deal view etc and are highly valuable. It would be the same for…
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Leads system that integrates with Pipedrive
any recommendations on a good leads app that then integrates with Pipedrive when ready to convert to deal as trialler. We have used Pipedrive leads for over a year now but there is a lot of things missing. No pipeline type view, you can’t attach business card or image to a lead from mobile app etc etc. we love Pipedrive…
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Show Number of days last contacted on deal card view
It would be great to show here days last contacted instead of this icon, would help a lot. I understand it's for if activity is missing but showing days last contacted would be equally good.
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Wrong Translation in Korean: 'Archived' in sales inbox
Greetings, This is Ted from Hashsnap, a master reseller in South Korea. I'm reporting another Korean translation mistake. How to reproduce: Visit https://app.pipedrive.com/mail/archive to see the archived emails. What you expect to see: The left menus show it's an archived mail box. What you saw instead: The Korean…
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Better ways of using Pipedrive: Supercharge your calendar for quick wins
Are you making the most out of your calendar? For sales professionals, time is money, and a well-organized calendar can mean the difference between hitting your targets and falling short. In this training video, we demonstrate practical strategies for optimizing your calendar in Pipedrive and achieving more with every hour…
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Send email as High Priority
Hi, In outlook and other email clients it is possible to send email with a high priority flag. I couldn't find that option in Pipedrive, so would like to know whether it is available and hidden behind a setting or PD does not support this. Thanks, Paulo
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Pipedrive - Intermittent Outage?
Hi All, I'm relatively new to Pipedrive. So far, things are going well, but today I've experienced several short-term outages. For example, sometimes when I try to view People or Companies, I am sent to a "Something Went Wrong" page. Also, when I enter an address, the system freezes as it tries to search for and GEO-verify…
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Problem with entering costs into Pipedrive
Hello, I work for a service company that bills its customers on a monthly subscription basis. How do I enter the costs associated with the services provided in Pipedrive? In our company the costs can vary for each contract. We need a solution that allows us to see exactly how much we earn on each contract. I would…
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Ability to "grey-out" dates on the calendar when scheduling Activities
So that you don't have 100 Activities pile up on Thanksgiving or other Federal holidays and have to reschedule ALL of them afterwards… Would be great if you could grey-out some dates so that you can't schedule Activities on those dates (and can turn it back on if need be)
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Date trigger automation not running - can't explain?
Hi there - wondering if someone has come across this and has advice. I have an automation (several actually, but all similar) set up with a Date Trigger. Specifically set to run 1 Day After the Date Field (e.g., 1 day after Last Connection Date). Idea being to create a reminder activity to reach out. Thing is, it never…
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Is it possible to send emails from someone else's sender address in my business unit?
As a group of consultants we use Pipedrive as our CRM and Sales tool. As a marketing manager, I would like to set up a campaign in which I use the consultants linked email accounts to send emails in their name and with their sender address to contacts assigned to them. How can I set this up? In the automations tool I can…
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Simplifying a pipeline
Hey there! I was curious to know if there was a way to simplify the format of the Pipeline? For example, I really like the separate Pipelines but I wish the information was a little more compacted like the in "List" section of the interface. I have a very fast moving job so sometimes I have a build up of deals I need to…