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Why is there no URL/website field type?
Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
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Settings sharing proposal
I’d like to start by saying that CRM is a collaborative tool, but Pipedrive seems to have a life of its own. When a new employee starts, it takes 4-8 hours to set up the CRM. Proposal I propose adding the ability to share configurations for: Navigation menu settings (which tools to show and in what order). Hiding…
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Webinar Q&A: Build a LinkedIn content strategy that brings $$
Hello Pipedrivers, ☀️ Thank you for attending last week's webinar: "Build a LinkedIn Content Strategy That Brings $$." We hope you enjoyed it and learned something new. Thank you for all the questions you asked. Please find our answers in the comment section. In case you missed the webinar, ➡️ here is the recording. You…
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Merge product & Report on Product category
Hello, Would it be possible to develop the possibility to merge product ? (when we want to change a bit and reorder our product merging will be helping not to loose all info) Would it be possible (very important to us) to report on product category? Thank you
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Label Leads during Upload
I greatly appreciate Pipedrive's flexibility when it comes to uploading from spreadsheets. The fact that we can correct where data fields belong in a simple manner is wonderful. That is why I was shocked to learn that when uploading Leads you cannot include a Lead - Label (Hot, warm, cold, etc) in the upload. You can do it…
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Automation for Update Task Owner
Hello everyone! I would like to create a new automation in Pipedrive: Trigger: Deal is moved to a new pipeline Action: Update the owner of an activity previously created when the deal was generated. I can't find a way to make this possible in the automations panel, can anyone shed some light 😅?
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Define note comment owner and creation date through the api
The api is already very great but I feel like the comment endpoint could greatly benefits from a little bit more customization. More context, through the API, it is possible to add a comment on a note. Unfortunately, the endpoint doesn't support user_id and add_time. Most other endpoint I've used support these 2…
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"Default" pipeline
I have a few Pipelines, but one main pipeline that I do most of my work from. For some reason when I login to Pipedrive, it always goes to one of my more ancillary Pipelines. It would be great if I could set a "main default" pipeline that when I logged into my account that it always brought me back to the Pipeline of my…
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Best practice for pipeline stages
Hi everyone. Can I get your input please… What is your view on having pipeline stages called Won and Lost? I have been unsuccessful so far trying to logically explain to my employer (who insists on keeping these stages in our pipeline in Pipedrive) that we don't need them as Won and Lost are statuses not stages, and we can…
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Report from two entities
How can I build a report that takes information from two different entities. Specifically, I would like to list all activities in a quarter and show the value of a custom field for each contact of each activity.
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Line Chart for Insights
Is there a plan to add the Line Chart functionality to Insights? The current chart types are great but we also need to display the performance data in a growth trajectory format and having a line chart would be extremely helpful. Exporting the data is a good work around, but isnt very efficient if we are trying to maintain…
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Insight must provide ability to cross reference multiple entities (like the filters)
The Insight module is very limited and doesn't allow to cross reference entities. For examples, I would like to have a deal performance report segmented or filtered by custom fields at the organization or the person level. This feature is available in the filter from the entity views (organization, person, deal, etc.).…
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How do I run a report on PipeDrive which tells me how many calls have been made to our client base.
How do I run a report on PipeDrive which tells me how many calls have been made to our client base.
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Complaint / Customer Service
Is anyone having issues with the billing process? The customer services team at Pipedrive seem unwilling to help. We have asked for someone to call us to discuss. They won't call and will only use the webchat function to communicate. We've decided to look at other CRM systems and leave Pipedrive as its getting too…
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Leads need a Changelog
It would be very useful if the Leads feature also had a Changelog tag available, like Deals, People, and Orgs do!
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Only use 'work' email for mass emailer with the campaigns App
With many contacts I have 2 or 3 email addresses, usually their personal from LinkedIn or an old email that I have made their 'other' so I can keep a ready record of what we were talking about when they worked somewhere else or before their email changed due to company name changes. I want to be sure that if I make a…
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Team member group notification in notes/comments
When adding a note for my team to read it is time-consuming to @ each team member individually eg @james @jack @ruby especially when team members have same first letter and I have to select from a list. If you have 20 notes and 15 team members, it gets tiring quickly. Can we please have the option to @team which sends the…
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Linkport technical issue
Hi guys, I've been using Linkport for a while now. It worked fine until today. I click on import contact and get the confirmation message but when I go back to Pipedrive, the person doesn't appear. Has anyone else got the same problem ? Where you able to solve it ? Thanks Mathieu
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Projects report
Hi team! I´m trying to create a Projects report but it´s not possible, and also I´ve tryed creating a organizations report that shows all related projects but it´s not possible as well. Any suggestions? The idea is to know how many projects we´ve per organization. Thanks!
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How to automatically link a deal to a project
We create projects automatically via API based on end users purchasing a product through our website. Most of these end users will have had a deal in pipedrive already. Once the deal is closed won, it goes to our after sales team. After sales team uses projects. How can we automatically link the closed won deal to the…
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Merging Duplicates in PD -> Can we choose individual fields instead of all or nothing?
When merging an organization or contact in Pipedrive the system will ask if you'd like to keep Organization A or Organization B, but what if Organization A has the correct address and Organization B has the correct phone number? I would like the option to choose which individual fields to keep and which to overwrite. I…
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Change Fields without loosing the Data
Hi, we have to change some of our fields and im worried about loosing the data and would like to avoid going through all Deals to copy/Paste the data. Is there a way to automatically transfer Data from one Field to an new one? Thanks and best regards Lars
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App Integration - Dialpad
Pipedrive should intagragrate with Dialpad app the way it does with Justcall app. https://www.dialpad.com/
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WhatsApp Campaign Manager
Hi everyone! We've finally completed our WhatsApp Campaign Manager, a tool that allows users to create personalised, rich media enabled WhatsApp messages, and send them to customers at scale either in bulk or through detailed segmentation. We have a Pipedrive integration and would love to find some beta testers. Would this…
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Integrating Instagram / Facebook Forms into Pipedrive as Leads / Deals
Hi, Is there a way to integrate Instagram Forms or Facebook Forms into Pipedrive? In marketplace I have not found a single app to do this. How have you been integrating theses forms effectively with Pipedrive?
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Trying to understand the purpose of leads vs deals
Hi all, I'm trying to understand the... purpose/point of a lead versus a deal from the context of, to me, a lead should be meant for people (and resulting communication) prior to a deal. You talk to the lead, back and forth, negotiate, etc and then you convert it to a deal. But by that point I would have only converted the…
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Filter on the calendar display on activities
Hello, I wish to see my filter in activities on the calendar display, it's working only with the list display infortunatly.
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Pipeline setup for returning customers
Hello, I am curious about how you manage returning customers in your business. I run a production company where 95% of our business comes from returning customers. Essentially, they go through a continuous cycle with us. After closing a deal, they re-enter the beginning of our customer care process. I'm interested in…
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Multiple deals within an organisation
What is the best work around if you have multiple category's and POC within 1 Organisation?
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Is there any way to make it mandatory to provide a reason when a deal moves in the pipeline?
Basically what the title says. I needed to make a way that when I move a deal into another step of the pipeline I have to provide a reason to why it happened. Can pipedrive do that?