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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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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…
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AI-Powered Auto-Tagging for Emails in Pipedrive
An AI-based auto-tagging feature could transform email management in Pipedrive. Users should be able to define specific tags that are automatically applied based on: The content of the email (e.g., keywords or topics). 2. The sender’s email address or specific domains. 3. Custom criteria fields to allow flexible tagging…
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Need Help with event-based automations for selling gigs
Hi everyone! I'm a bit stuck with setting up automations in Pipedrive and could really use some guidance. I run an entertainment business and need a simple setup (or at least I think it’s simple). Here’s what I’m trying to achieve: Event-based automation: I want to set an event date in the calendar and have automations…
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OPTION TO CC ON BULK EMAILS
Currently when I do a bulk email, I can't cc my sales rep on the email, how can we make that possible? How can the support team help me get this feature I need? Pipedrive has built a great system with many complex features, this request is a small ask and something that can be easily done, please go back to your support…
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Automation for removing leads when deal is created
Dear Community, I have a question related to automation, How can i automate any deal created in Pipedrive it get automatically be removed in the lead list? Any help would be highly appreciated.
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Deal report that has a target goal for deals closed
I'm interested in learning how to create a deal report that shows number of deals closed by month and also includes comparison to a goal, so having a goal of closing 100 deals per month and being able to see how you did in relation to that goal each month, thank you!
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View all deals on mobile
Let me view all deals in a global view on mobile, no need to jump between pipelines
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Linked Emails Need a Visual Cue that they are Linked
We often come across a contact or Deal that has hundreds if not thousands of emails showing (since we have Users have their emails Shared by default— something we will be clawing back soon). In order for the system to better show Users which emails are Linked, and therefore visible by everyone, we think there should be a…
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Find and suggest e-mail address for Pipedrive users
When you send emails to prospects and clients you often want to CC a Pipedrive colleague. When you start typing emails addresses you just get suggestions from Conctact/Persons but NOT PD users, you have to type the whole email address manually. Suggestion: include PD users in the list for email suggestion addresses when…
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Issue with Incorrect MRR Calculation for Deals with Non-Overlapping Billing Periods
Hi Pipedrive Community, I’ve encountered an issue with the MRR calculation that I’d like to bring to your attention. Here's the situation: I added two products to my deal—a 3-month Proof of Concept (PoC) period and a subsequent 9-month period. Each product is priced at €447 per month, and I configured them as recurring…
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Link/Unlink emails to deals (from a deal)
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
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Why can’t I see all my data on the Insights Table View report? A quick guide
Ever wondered why not all your data seems to show up in Pipedrive Insights’s Table View under your Insights reports? Don’t worry—it’s not a glitch but a clever design choice called pagination. To keep your Insights reports running fast and smooth, the Table View loads data in batches of 100 items. As you scroll, the next…
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URGENTE - PAGAMENTO DE INVOICE
Bom dia! Temos uma invoice em aberto com a Pipedrive,é debito automático e não foi debitado ainda, como podemos pagar ?
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Typeform Pipedrive integration First Name Last Name
Hi, I have the typeform pipedrive integration setting up and working well apart from one issue. On Typeform the contact details has separate entries for first name and last name. When setting up the integration and selecting where typeform data populates in pipedrive, pipedrive's option say 'add new customer name' with no…
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Why doesn't my calendar sync properly anymore?
My calendar sync has been working, without issue, for months. Suddenly, starting Monday morning , it is no longer syncing at all. I have disconnected and reconnected the account several times. Cleared cache. Checked permissions. Tested calendar entries on the local calendar (outlook) but nothing has changed. Pipedrive…
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New Enhancement: Installments for Products
We're excited to announce that the Installments functionality is live! What? With this new functionality, sales reps can now configure the payment plan for one-time products to track payments through installments. This feature will also help with analysis of Product Revenue Forecasting report. Where to find? Installments…
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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
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When will webhook v1 be deprecated?
Hi, I noticed that webhook v1 will soon be deprecated. Pipedrive team, could you share the timeline for when this will occur? I'd like to know how much time we have to rebuild our integrations. ;) Also, once we're done, we plan to create a tutorial comparing webhook v1 and v2 for the community. Thanks, Maciej
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Automations Visual Change: visualize active vs inactive automations better
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
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Automations Need better management, troubleshooting and Standard Development Features
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…