-
Unstacking phone numbers in 'Linked people' view
Is there any chance of unstacking the phone numbers when viewing an organisation's staff under the 'Linked people' view. It's really easy to accidentally call the wrong contact if you are using click to dial. Also, if a contact has more than 3 phone numbers, the user experience is terrible having to use the scroll wheel to…
-
How to support the nurturing of Customers that have a subscription with us
Hi, We have the following case. We have one off products and product wit an annual fee that will be invoiced every year. The customers can stop this by stopping the subscription. We defined a products with a billing frequency of annual and "(automatically renewed)". The moment the deal is won i want to "transfer" this…
-
Projects Tool - Feedback and need for development
Hi team Pipedrive, After using the Project add-on here are our team's feedback and need for future development : Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects Project - Automation : Add the ability…
-
Automate - unopened emails create a new task
Manual send emails, if not open in 3 days, create a new activity automatically.
-
Comparing data over previous periods of time
Hello, While I used to enjoy more the previous report system, I'm adapting to the insights system. But the missing compare to previous period feature is killing me. For me it's a basic sales analysis. I would like to be able to add another axis to my charts to compare to previous periods (last 6 months or same period last…
-
How to get rid of mortarboard icon at the bottom
Greetings, I'm forwarding a question from my client. This is what my client saw when she tried to import Excel data to Pipedrive. At the bottom right corner, the mortarboard icon almost covers the submit button in the green box, and she sometimes hit that icon instead many times. I cannot replicate this issue from my side.…
-
With regards to Prospector
1 - what are the cost of credits for use on prospector 2 - does it only list companies or also individuals of a specific job title
-
New filter conditions "is one of" and "contains one of"
Hello, could you please add another criterion "is one of" / "contains one of" next to the conditions "is", "is not", "hes been", "contains", "does not contains", "is empty", "is not empty", with which you can enumerate the elements of the field, which should all trigger a hit in the filter. Especially when building filters…
-
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…
-
How to define Deal-Owner as sender of an automated email?
Trigger: are 3 specific custom field in a deal filled? Actions: If yes: Move the deal to another stage. Send an email. The Issue: I want the email to be sent by the deal owner. I'm using a template (not ideal, but I haven't found another solution), which references the sender’s signature, as this includes a link to the…
-
Contact to Deal automation - doesn't work in 2 pipelines
Hi there, I got stuck on the following: Always when a new contact is created, I want a deal to be created automatically. Now we are working in two pipelines that need to be separated. But when I add a new contact in pipeline B that automation puts the contact to pipeline A. I tried to put the pipeline phase in the…
-
Error creating a Lead - provided dataset is not valid
Hi, community, I am pretty much new on Pipedrive, this is my situation and perhaps you can help: I have my wordpress website with a form developed with Gravity Forms linked to my Pipedrive account using the plugin "Gravity Forms Pipedrive Integration". Currently, the form generates the following entries on Pipedrive: -…
-
Feature Suggestion - due dates relative to expected close date
It would be a game changer for our business to have the capability to make due dates relative to the expected close date. We are caterers and we use the expected close date as the event date. We are using Pipedrive from the beginning of the sales process into the prep-for-event process all the way until the event is…
-
Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
-
Importing "Lead Created" with Back-Dated Information
I have a problem when I tried to import my back-dated lead created into my Pipedrive account as I could not find any of the "Leads created" for mapping (while the deal created had). After checking with support, there's no "Lead created" to be mapped, this mean I could not import my Lead created back-dated into my Pipedrive…
-
Sync Shopify product catalog to Pipedrive
Hi community A new clist has 200 products and its important for us to use with the CRM Can i somehow sync it with the product catalog of Shopify? so every time they update the products in Shopify it will update it in Pipedrive? The only solution i've found is to make a manual/automatic sync with make.com Thank you
-
Clicking on Lead's Email not auto-populating in the TO field of draft email.
Our sales team notices an odd change in PipeDrive setup: They often write emails to leads in the Lead Inbox and they start these messages by clicking on the lead's email from the Lead Inbox. That opens a new draft email in the Pipedrive email editor with the lead's email auto-populated in the TO field. What's odd is that…
-
Person/Org Custom Field Filters
I’d like to propose an idea for improving our use of custom fields in Pipedrive. In our company, we have multiple person and organization custom fields, each with specific expectations for the types of entries based on labels or choice-based values. It could be beneficial to implement filters or conditions on these custom…
-
Rotten Deal Data Field
Our team would like a way to track Rotten Deals. My idea is just a data field that would be set to "rotten", "true", or a date signifying the date the deal went rotten. Benefits of this would be that it would be more easily trackable for automations, allowing you to automate follow-up emails, set reminders for yourself,…
-
It would be very useful to be able to link emails to organizations. Anyone else agree?
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
-
Labels on Lead Inbox as part of filters
This discussion was created from comments split from: Using Labels vs a Field .
-
Do Files Added to A Deal Get Deleted from the synced Google Drive?
I have deals where I will upload pics as files onto the deal and it shows up in my google drive folder. When I delete the deal, the files still remain in the google drive folder. Why is this?
-
Problem mapping Owner ID and select fields on Make.com (only for leads)
I'm mapping a website form to create a lead on make.com. I'm able to map integers to owner_id and text to select fields for both persons and organisations. But I'm getting errors when I try to map the exact same fields for leads and I don't know why. For example, when I try to map the exact same owner_id for leads, I get…
-
Search templates
Hi guys, As we have a number of templates, it would be great to be able to either show a full page of templates (rather than just 8) and be able to search the templates. Should be relatively easy to implement I would imagine. 😎
-
Can emails be linked to a deal based on the deal participants?
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
-
How to fetch conversion rates from Pipedrive API accurately?
Greetings everyone, I can already view insights on funnel-to-funnel conversion rates under the insights tab, as seen below: I intend to get the figures in between ("circled in red") using the Pipedrive API. Found in the docs that we can use the /pipelines/{id}/conversion_statistics endpoint to fetch this data, hence I'm…
-
What is email domain authentication?
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. It focuses on security and deliverability, as it helps you protect your brand's reputation and helps your emails successfully reach the…
-
Tracking email opens with tracking pixel
Hi team, With the recent updates done by Google and them blocking all images, including tracking pixels, and showing a warning popup in recepients' inboxes, does Pipedrive plan to do anything to help users with it? If you are for some reason not aware, this is the example: We and a lot more companies stopped using open…
-
Smart Docs - Need a main location where you can see all outstanding docs for signature
We want to be able to see what documents are outstanding for signature. It seems like a hassle because if one of our employees sends out an agreement, there's no way for another employee to know which agreements are outstanding unless they click into each employee that has a deal. There should be a singular location where…
-
Webinar Q&A: Master Discovery Selling: Guide Prospects & Avoid Pitfalls
Hello everyone, Thank you for joining us for our recent webinar, Master Discovery Selling: Guide Prospects & Avoid Pitfalls! Your attendance and active engagement made it a fantastic session, and we’re grateful for the energy and insights you brought. For those who couldn't attend live, you can catch the full recording…