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Rental Business for Photo Booth
Hi! I am trying avoid using another program other than Pipedrive. Does anyone use Pipedrive for running aspects of their rental business?
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Projects: manage access rights / hide project boards for users
A company use Pipedrive Projects for different purposes. Could be service, delivery and more. The idea is to hide boards for those users that are not working in that area. For example, service users will only see the Service board with projects. Delivery users will only see delivery board with projects. This functionality…
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Replying within a colleague's email thread
There is currently no way to forward or reply to an email that a colleague has sent a client. Within our business we collaborate and work on deals as a team. Currently within PipeDrive we have our share permissions company wide allowing all team members to view all contacts, organisations and deals. We can view all emails…
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No way to add contact address?
Need to have lead address, don't see that field when adding contacts. Any ideas?
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Automating Add Note to Deal, Can we tag the deal owner?
I tried to tag the deal owner in an automation that adds a note to a deal, but I couldn't figure out how. So, my questions are: Is it possible to tag a deal owner when setting up an automation that adds notes to a deal? If it isn't possible, are there any workarounds? Or does the deal owner get an update when a note is…
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Sync calendar to pipedrive with ical
Does anyone know if it´s possible to sync the Pipedrive calendar with ical. I just checked the site from Nylas.Inc and there it´s an option. Is it not integrated with Pipedrive? Thx.
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Looking for Feedback on a WooCommerce to Pipedrive Integration plugin
Hi there! My name is Tristan, and I’m a full-stack developer based in France. I created a plugin W2P: WooCommerce to Pipedrive Integration—a powerful tool designed to make connecting WooCommerce and Pipedrive as easy and quick as possible. W2P is designed to help entrepreneurs and businesses streamline their workflows with…
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Please include a drop-down list option on the Web Form for use with countries and/or product lists.
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Smart Doc Triggers.
I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero). I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com. Has anyone got any automation work arounds for getting…
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Automation not working with second instant condition
I'm running into some troubles when adding a second instant condition. I would like an email trigger to occur when a deal is both tagged with a specific tag, and then also moved into a new deal stage. The tagging could happen at any stage in the onboarding, and this would be too early to send the email. And the tag…
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Products in automations
We have a need to be able to use Products in automations. It appears that currently this is not possible. Is thare a way / workaround to be able accomplish for example following: trigger: Product is selected / updated → Update Leased / sold product (modified filed) Please enable the use of products in automations. I am…
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synchronize the tasks from the PipeDrive Activities with (1) Microsoft To Do and (2) Apple Reminders
I would like to synchronize the tasks (and only the tasks) from the PipeDrive Activities with (1) Microsoft To Do and/or (2) Apple Reminders. Reasoning: Two of the most important principles of self-organization are: (1) Tasks are not appointments/events and appointments/events are not tasks ⇒ Tasks therefore belong on the…
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Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
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QuickBooks by Pipedrive integration multi-user update
What’s new: The QuickBooks by Pipedrive integration now supports multiple simultaneous user connections! How the update helps: Previously, only one Pipedrive user could connect to QuickBooks. Now, the account admin (the first person in the company to set up the integration) can grant access to everyone or keep it to…
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How to create an automatic followup email requesting a response?
After sending in email in bulk to my contacts, can an automation be set up to request a response if the email doesn't get a reply within a set number of days? I've been playing with the automation feature but it seems a deal needs to be created. I'm not trying to create a deal, just need a response back on the email. Am I…
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How to report deals with expiring recuring products
Hello everybody, we are selling software licenses on a yearly basis. They do not renew automatically. Our sales-team has to trigger the process to get an order for extension. In the past we had a Deal for every order and extension. After a Deal was marked as won, the deal was duplicated, with expected date today+one Year…
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Email automation/text reminders with Scheduler
I think Scheduler could offer email/text reminders as a feature to ensure prospects do not forget the meeting
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Document Storage Options
I would like the option to choose which sub-folder my documents are stored to. I currently link with Sharepoint and would like to choose a specific sub folder to link too. This is required as Sharepoint is also used as our business server and so we don't want random pipedrive documents appearing in the primary folder with…
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Pipedrive reports: when should I use Deal Progress and Deal Duration?
When analyzing your sales pipeline using Pipedrive reports, Deal Progress and Deal Duration should be your go-to reports for insights on deal progress and efficiency. Understanding the differences between these reports is key to optimizing your pipeline management. Deal Progress report Purpose: To display the movement of…
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Reordering of email addresses / set primary email address
It is common for me to obtain an email address upon initial contact with a prospect only to later be given a different and preferred email. Then I must manually copy and paste email addresses in the UI to get them into the proper ordering so that the preferred email is on top. Sometimes I have three or four emails for a…
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Is anyone else getting multiple drafts generated for each email?
When I send emails, I am suddenly getting drafts generated for each letter that I type into my subject line. The example below shows two such drafts. Sometimes I am getting four or more. Is it just me? It's really annoying.
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Updating CUSTOM Lead Fields Left Initially Blank
I must be a dolt — but man is it a cosmic pain to update basic things on the lead view in this CRM. So frustrating! As far as I can tell — if I create a lead and do not supply a set of custom fields for it in the creation, I cannot update it in the future. The option Like great. I can see that only 1/5 field values is…
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Upload Custom Fonts into Pipedrive campaigns
I’d like to suggest a feature for Pipedrive Campaigns: the ability to upload custom fonts.This feature would allow for greater personalization and ensure visual alignment of email campaigns with brand identities, making communication more consistent and impactful. Thanks Rita
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Splitting the Value of one Deal for several months
I often deal with a problem when a duration of my deal is more than a month, but all the value is counted for one specific month. So I can't plan Goals correctly. So it would be great if, after winning a Deal, Value could be splited into several months.
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Automation for update reminder
Hi all! I have an automation for deals update reminder. This automation sends a reminder e-mail to users for their deals that have not been updated for 15 days. I recently learned from support team that it is not possible to create an automation to send a reminder to users for all of their deal records that have not been…
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Link email to deal from person/organization view
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same view.
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Forecast deal with 2 payment dates
hi I am trying to forecast a deal and be able to show the instalment dates on the forecast report with my own chosen dates. I have updated product and instalment dates but can’t get this to show on report. Tried to resolve on chat but to reply today. Any help much appreciated as this was primary reason for taking pipestone…
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✉️ Improved Email Recipient Suggestions for Team Collaboration 🤝
We are happy to share an improvement to the recipient suggestions functionality in Pipedrive’s email composer. What’s new: Recipient suggestions in the To/CC/BCC fields now include Pipedrive users within the company account, alongside existing contact suggestions. Why: Sales is a team effort, and our customers have shared…
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✉️ Exciting Updates to Email Linking 🔗
We’re happy to announce two enhancements to the email linking feature, designed to improve your workflow and data accuracy. Linking email threads to items like deals, leads, and projects ensures clean, organized, and accessible data. It gives you a complete view of sales communication, making it easier to track…
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Ability to merge a new (web) lead with an existing deal
We have mandatory fields to put some discipline/rigor around qualification of deals. So when multiple (web) leads come through from various prospects about a pre-existing deal in particular, it becomes very tedious for staff to fill out the mandatory fields on each lead in order to convert them individually to deals before…