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i want to do a mass email-how do i do it in Pipedrive?
i want to do a mass email-how do i do it in Pipedrive?
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Working from home? What's your favourite app for Time Tracking?
Working from home? What's your favourite app for Time Tracking?
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How do I add instructions to pipeline stages?
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to some kind of description or instructions for pipeline stages (as an easy reminder). Is there an existing way to add information like that?
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Table/List View sorting feature
Feature Request: For Contacts, and other list view categories, it would be fantastic to be able to filter on screen using the column labels. The filter function is a bit cumbersome and complicated at times. I have to go through many steps just to filter the list for quick view and selection. Being able to filter by each…
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Voice commands & AI question
Does anyone know if there is a feature within Pipedrive that interacts with AI so that you can use voice commands to update deals, notes and project management without spending hours at the computer manually inputting all the updates that happened throughout the day?
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Consultant Reccommendations
Hi, Ive been using pipedrive for a few years and we have a consultant thats coming up for renewal but want to do our due diligence and see who others are using. Please only suggest them if you love them and tell me what you like/why/at least one thing they did well. Thank you so much!
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Automation for new document creation with new deal stage
Hi, I have been using the documents function in PD to have document templates that I can create with PD data inserted. Is it possible though to automatically create one of the documents when a deal goes to a particular stage. I looked at the automations options, but it doesn't seem to include the option for an action of…
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Adding more phone numbers in leads
Can you please have in the leads area a drop down to add more phone numbers not everyone looks at the Pipedrive un the deals tab. It is frustrating not to be able to see and or add numbers in the leads area & or see them
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Merge fields in scheduler
Being able to use merge fields in scheduler invite to create meeting titles would be incredibly useful. the person booking the meeting (assist, SDR, etc.) may not the person taking the call creating more specific titles with out deal/org fields
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Webinar Q&A: Pipedrive AI for smarter, faster sales
Hello Pipedrivers! ☀️ Thank you to all the attendees who joined our webinar on Pipedrive AI for smarter, faster sales. We deeply appreciate your active participation and enthusiastic engagement throughout the webinar. For those who posed questions during the webinar, please take a moment to review the responses provided in…
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What software for landing page
Hello everyone, I would like to use a software to generate landing pages to connect to pipedrive via Outfunnel. I already use Elementor for the site, but I have seen that leadpages is also very good, what do you think, and what do you use for your leanding pages thanks for the answers regards
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Web forms Submit options_success page do not redirects
Hi. Can anyone help to understand this, as I presume, bug on the CRM's side? When you set in Submit Options inside the webforms - to redirect to another page, its not doing it. Page opens in the same iframe that form is in. And no redirection happens - url do not change. link to previous discussion where it clearly worked…
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pipedrive intégration to DIVI wp theme
Hello, I wanted to create a form with a button allowing our visitors to subscribe to our newsletter on the DIVI theme. However as you can see su rla capture pipedrive is missing from this list. Is there a way to integrate it or a dev in this direction in class?
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Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
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Automation History Field for Deals/Contact
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation. Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won. It would be great if this feature…
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Web Forms to update customer information only (no new deals/leads)
Hi, In our site, we need to create a form to capture and update customer information that we need to save in PipeDrive. These customers already have leads/deals going on in PD, so we don't need to create new ones. All we need to do is to update their profiles. Is this possible with PD's web forms? If it is not, are there…
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Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
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New Outlook no longer has 'folders'...
For Contact sync, in Pipedrive you can select with all your contaacts, or a 'folder' subset. This made sense in the old outlooks, but the new outlook no longer has folders. The main way now is Categories (or tags). How, if possible, does one focus the contact sync when the folders option is no longer available. Pipedrive…
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Sorting "LABELS" in "LEAD" view.
Need help. How can I sort the "label" options in the drop down menu in the leads view? I can sort the actual leads by the "label" column, but when i'm assigning labels to a new lead, the options are listed in the order you've added them, not alphabetically. Help please.
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Partnership with Zenchef
Hi ! We use Pipedrive to take care of our restaurants. We have a software called Zenchef, that we use to deal with table reservations. Pipedrive receives leads for events or privatisations only. However we would love to connect Zenchef to Pipedrive to sync our contacts database. Here is the person you have to contact to…
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Automations with Project - Activity Dates
would be great if you were able to build an automation off a project Date. it looks like you can do it for activity, deal, org or person. why are projects the bad step child of pipedrive? feels like it should still be free as none of the core functionality has been extended to proejcts.
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Retrieving Won deals
Hi all - Simple question, once I move a deal to Won, can I then retrieve it? For compliance I need to be able to show evidence of a customers consent that I record on the deal - just in case I am audited. Thanks John
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HTML Email Templates
I'd be great if we were able to create HTML email templates so we can send more visually and conversion-centric emails.
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Deactivated products in "Add products to deal" view
Hello, The current implementation of deactivated products in “Add products to deal” view is not suitable for our setup. We are using SmartDocs, and if the user deactivates a product from a product list in “Add products to deal” view, what currently happens is that the product still gets displayed in the product table (e.g.…
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Data Integrations
What integration is best if I want to populate data about an organization - i.e. automatically pick up their address, website, brief description and have it automatically filled into data fields?
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Convertkit integration
Hi does anyone use Convertkit and PD? Thanks!
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Bulk Add a Value to a Data Field (AKA Mass Adding Tags)
Right now when you bulk edit, it replaces the current value, but what if you can add another value to it so you have multiple values in your custom field that looks like this. Here's what it could look like... The system is already capable off adding values when merging contacts, so why not have this feature be added when…
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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