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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.
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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!