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IDIOMA
Bom dia, gostaria de saber como alterar o idioma do Pipe, deixar todas as opções em Portugues? Achei uma opção mas ainda sim tem coisas que não estão em Português!!!
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Templates for activities
I think it might be an appreciated feature to be able to use templates for activities. I have a lot of same activities - like Follow up after 14 days or Call someone after a week. But these cannot be automated as the trigger might be irregular (might be an email or a call or another opportunity). However, these tasks are…
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Bring contact person Emails and Notes into a new Deal automatically
When a new Deal is created and there is an association with a Contact record (as a "Participant") that person's Emails and Notes should be imported into the deal. We have prospects who never generate a Deal. Interactions with them are recorded on their Person record. Once converstations have progressed and they have a…
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Is there a way to allow Pipedrive to detect the marketing source of a lead or deal?
Is there a way to allow Pipedrive to detect the marketing source of a lead or deal, like how Hubspot can do? Or at least accept UTM tracking? Right now we are running several ads but struggle to see how many sales can be attributed to which marketing channel...
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Make Focus & History View Optional
Hi Really love Pipedrive overall but not a fan of the new “Focus” and “History” view. I appreciate that some people might want this but the fact it is mandatory isn’t welcome. Please provide an option to turn this off.
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Snippets + Fields
I saw this posted as a question a month or so ago. I used to be a HubSpot user. One of the features that I really liked was Snippets. Snippets function exactly like Templates except for a couple of differences: * Though not necessary, you can associate shortcodes with Snippets. So, if I have a blurb that I include in some…
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Deleting Campaigns
Is it just me that needs the ability to delete individual campaigns? They might have been either production tests (not just sending the 'test email' that doesn't pull in variable data), or long finished. this could be archiving if cannot be completely deleted for audit reasons, but some are best just deleted.
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Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
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Multi-country instances and single reporting
Can Pipedrive be set up for multiple countries with multiple users that are integrated so I can have a whole of company (many countries) view and reporting? If so, are there any links to tutorials?
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Possible limitations when using beta API endpoints?
Hi! I've reviewed the API reference and searched in the community, but haven't been able to find details about what "beta" means in the context of the Pipedrive API. What are the limitations or risks of using beta API endpoints such as "Get all deals (BETA)", "Get all persons (BETA)" and "Get all organizations (BETA)" in a…
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Automation Issue - When I import Leads
When I create an email automation sequence (based on Contact Added) and then import my data into Pipedrive it doesn't follow the automation (nothing happens) but if I add a contact manually the automation starts working. Please can anyone advise if Automation only works when a contact is added manually or if there is a way…
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Why can I not get the same figures to appear in both Deal Conversion and Deal progress?
Every month I pull reports from Insights, on both Deal Progress and Deal Conversion. I set the parameters to be the same, IE same month, deals in, exclude particular lost reasons. Insights gives me 2 different figures from bout Conversion and Progress. If running monthly reports with the same parameters why are these not…
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If i use, for example, Openphone to make calls in Pipedrive, i can use it too in my mobile app?
With me team, we´re thinking to use Openphone like our new phone call in Pipedrive. Some of our members use their phones to make calls, so i dont know if Openphone is allow to appear in the options to make call in the mobile app. When i used it, it showed me just call, my own phone and whatsapp, but not another option.
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Campaigns - Email Open & Link Tracking
It would be good to see when creating a Campaign to have email open and link clicking tracking toggled on as default. I know in some cases its not always required, but it can be missed easily when needed. Or alternatively, when you apply settings after syncing your email inbox, those toggled on also apply to Campaign…
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Workflow Automation: Specify Webform
When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly. In my case: I'd like to set a different label for leads which came from different webforms.
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Do PipeDrive Campaigns work?
I just recently got access to PipeDrive campaigns and I am not sure if it is functioning properly. I started prospecting with a new list of leads that I have collected from my LOCAL area in person and it saying all of the emails have been delivered however I can only see people from my organization opening the email. I…
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Editing Report Permission with one Button Click
It'd be nice to allow Everyone permission to edit instead of just being able to view a report. Currently, you have to individually click each user to allow them to edit instead of being able to just allow everyone to edit
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Filtering and sorting emails
It would be great to have more advanced filtering and sorting emails capabilities to be able manipulate them.
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Customize Product Fields in a Deal
Hi All, Just wanted to put a quick note in to let you know that it would be amazing to be able to customize the product fields displayed when adding existing product to a deal. My company's products have enough variables that's it's hard to differentiate between products with the available fields (item, price, quantity,…
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how can i get more business related to dog industry
i'm looking for leads in dog industry anyone who is well established can please help me out?
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Workflow Automations using campaign emails / send campaigns to deal participants
Anyway to send campaigns to the particapants in deals, not just the one linked person assigned to deal. And be able to do this via workflow automations? thanks
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Email Tracking Not working as expected
Email tracking is kind of messed it, it even shows as opened if I see the email sent inside deal, I don't really understand it. The tracking should be excluded from someone who is sending the email.
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A Template should not print EMPTY BRACKETS
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
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Advanced Email Search using unique information from the body of the email
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
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Integration between Linkedin Sales Navigator and Pipedrive
I want to create contacts and organizations directly from LinkedIn Sales Navigator to Pipedrive. Is it possible to do this without third-party tools?
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How can I sort or reorder my Product Variations?
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
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Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
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Automate Report Exporting
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
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Campaign should have Person Owner as Sender - Duplication required for 600+ sales reps
I was a user of Salesforce for 14 years for another company prior to switching to Pipedrive. We had over 600 sales reps and each was responsible for handling their own book of business and communications, but all contacts were collectively stored and managed in one CRM (Salesforce). Our umbrella company had a marketing…
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Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…