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How to get Customer lifetime value (CLV)?
Hi guys, Is there any easy way to get the customer lifetime value on PipeDrive? I want to see how much each client is paying per year. I know PipeDrive has subscription revenue now but that's for recurring projects. We mostly do one-off projects and I wanted to calculate what's the average clients are paying every year.…
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Is it possible to automatically add/sync an activity linked to contact person, to the person's deal?
Hi, I currently have setup a workflow, where customers can book our agents through a link, and the meeting will be on google calender. When customers get invited to the meeting, the activity will show up on the contact person in Pipedrive with the title, data, etc. My current "issue" is that i have a onboarding pipeline,…
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How to revert the action when bulk change is made?
Hi, I'm new to pipedrive system. I moved bulk deals from one pipeline to another. I wanted to revert the action. I want to place the deals back in their respective stages in the previous pipelines. Could anyone help me to understand how to do it? Thanks in advance!!
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Ability to customize linked deal card on the email screen
when I'm emailing someone I can see if we have a linked deal or not. Currently that shows: Deal name Value Customer Name Pipeline stage I would love for this card to be customizable so that I could display other fields that are relevant to me.
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Conditional/dependent fields and values
Hi, It would be great if Pipedrive allowed conditional/dependent fields and values. Is there a plan to develop such features? 1st e.g. There are two single-option fields and the available values in the second field would depend on the selection in the first field. 2nd e.g. There is a single-option field and if specific…
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Separate Field Views in Deals vs Leads vs Pipelines
Is there a way we can customize the info and view of data and fields in Leads, Deals and Pipelines? If not, can they provide an option to select to mirror or customize. Our issue is that in Leads, we do not need all the information contained in Deals unless it is converted. Thus we have pipelines that do not need any of…
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How to view emails not linked to contacts
Hello everybody. I am brand new to Pipedrive and actually to CRMs in general. I have just synced 6 months worth of emails into my account and ended up with 4,000 emails. I have the majority of my clients added as contacts, so a lot of the emails have successfully been added to these contacts. I however, have a lot of…
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ANSWER TO "EMAIL TEMPLATE PERSON"
Wow. It's been a year and I finally figured this out by accident. SO. When you use an email template that has, let's say, only an image… like this. You can use the automation to send an email and the only thing you need to select is whether you want to add tracking or the signature, etc. But if at the top of that email I…
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When importing deals 'owner' doesn't work
We up-load an excel import of our deals for the month ahead and these are spread across 4 owners. When we upload we map it correctly, in the test it looks correct, but when they appear in our deals list they only appear under my name (the importer.) Is there any trick to ensuring the 'owner' field is mapped correctly?
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New: Data cleanup - review items assigned to deactivated users
Hi Pipedrivers, A new update to your account’s usage section is out! The new data cleanup section lets you easily keep track of any existing deals, contacts or activities that might be assigned to a deactivated user at any moment. When you deactivate a user with open deals, contacts or activities assigned to them, you’ll…
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Additional fonts - desperately needed
Having flexibility and being able to add new fonts to Pipedrive. Many companies create a brand and with that brand, have a specific font used to convey that brand throughout everything. Very limited choice of font so a larger choice and the ability to add a specific font is needed
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Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
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Possibility to export all data has been gone, where can I find it?
Dear all, I just tried to make an XLSX export with all PipeDrive data via More / Export but suddenly this feature is gone. I am aware of the other possibility to download data (via fe Deals / ... / Export filter results) but I require the format of the wider Export. Any suggestions on how I can get the exporting…
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Linking email to deals via "keyword" or "rules"
The automatic email linking in Pipedrive at the moment is a bit of hit and miss, it would be great to have a function within a deal to enable email linking rules. Our deals will generally have a "reference" number that is used throughout the communication, so it would be great if we can have a function to say that any…
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Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
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Webform only allows you to attach one file
Attaching just a file to Webforms is not enough in some cases, if it is not corrected I will cancel Leadbooster
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Product images in export / api
Hi, I am trying to get an export of all product with their images (urls). I have tried export all product catalog and using the api to fetch all product but seems like product images are ommitted in general. How can I export / fetch all product data inlcuding product images?
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Thumbnail view for files and photos
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
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Webform Default values
Can we have the ability to set the default value in a drop down field on a webform? Also be good if we could set a default value and then hide the field so the user can't change it (this can be done on Smartsheet forms). Currently I am using the title prefix function on the webform and then using an automation to populate…
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Pipedrive Expert Certificate - Pimp up your CV and your LinkedIn profile
Do you know how to set up the Meeting Planner correctly? Do you handle automations effortlessly? Do your colleagues prefer asking you instead of support when they’re stuck? Get certified as a Pipedrive expert! Answer 30 questions, some easy but also more challenging ones, and if you get 24 or more correct, you'll receive a…
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Blocking Marking Deals as Won
Hello Pipedrivers! We have a couple of Activities that we have Automations add to Deals as they approach the end of their stages. These are important Activities asking Deal Owners to update important fields before the Deal is Won and the info gets exported to our revenue reporting. Does anyone know if there is a way to…
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Required fields-must be filled in to save
Hey I'm hoping this could happen- for required fields in any record (contact, deal, organization, etc) it would be great to not allow the record to be saved any time it is accessed, not just when it is created. We have a lot of contacts that are uploaded with an import, and then we access them later. We need users to fill…
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Filter By "Following" & Automate By Following & Automate a tagging feature
I would like to be able to create filters to see the screens of people that are "following" deals and people. Also, being able to automate giving them access to follow at a certain point in the deal would solve some issues. Lastly, if a deal was to get to a certain point I would like to be able to tag myself in the deal…
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Project Progress Circle
For the projects pipeline, instead of having colored circles indicating project health/status' it would be nice if there was a percentage metric based on tasks completed. This could also then be pulled into the dashboard project reporting. It would be helpful if anyone could open the projects pipeline and have the…
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Task Filters / Group By's - Project Software
Within the task list in the project management software, the only options are to filter by user or filter by task status. It would be beneficial if there were further filters or grouping features to allow for better reporting. For example: Group or filter by project Group or filter by date created Alongside this, I do…
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CONTEXT: The trigger : UPDATE AND CREATE
Hi, Pipedrivers! Are we able to when the task (activity) is update or created do an condition or an action in the same automation ? I want to avoid duplicating my work. Ex: If an activity is updated and contains the word: CLUB, then update all these fields. AND if an activity is created and contain the word: CLUB,…
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Campaign File Manager functionality
Can we please have some simple edit functions in the file manager within Campaigns? Functions to rename files and move them between folders would be great
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Fix Horizontal Scrollbar in Firefox
Mozilla Firefox is my browser of choice and the horizontal scroll bar is very challenging to use especially in large tables like People. The scroll bar is about 3px high which makes in almost impossible to select. The scroll bar in Chrome is fine but it would be great to use my preferred browser.
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Reporting for MS Teams Video Calls
I am working to bring all of my sales team stats into a single dashboard in Pipedrive. I am looking at RingCentral or 8x8 for the phone system as they both have a good integration with Pipedrive (feedback very welcome) and we use MS Teams for video calls with customers/prospects. Two questions: Can the MS Teams call…
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Better ways of using Pipedrive: User and permission settings
Learn about Pipedrive user and permission settings here If you’re interested in configuring user permissions in Pipedrive to manage their actions, you’re in the right place. Learn from our resident expert James Campbell how to set diverse permissions for user groups or individual users, and understand which actions can be…