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Creating and applying email automation to all users
As I create email automation, there are multiple stages where we engage our clients and therefore multiple automations to be built for each stage. The automations purpose is to keep our clients engaged throughout the entire process. The issue I have: In order to apply the deal owners email to the automation, I now have to…
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I need a developer to integrate Pipedrive with X-imo
Hello! I'm a Pipedrive partner and I need to integrate the CRM with X-imo, a CRM for real estate agencies. It is possible to integrate this via webhook. If you or your company does this work, don't hesitate to get in touch with me: www.victorrebelo.com www.youtube.com/victorrebelo Thanks!
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How to disable "Suggested reply" ?
Hey! I've disabled the AI-features under "Tools and Apps / Pipedrive AI", but still I'm getting the "Suggested reply" feature whenever I'm replying to an email. If there's one thing I'm not interested in, it's super generic LLM replies that definitely don't work with Norwegian. How do I disable this?
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Automations should be editable by Global Admins
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
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Deal tag base values
Pipedrive gives several fields and flexibility on adding the product to a specific deal. Nevertheless there is something a bit strange on the way it shows the information it gathers. Recently I added a product to a deal, the client is paying on an once a year basis for a specific product and its a 2 year contract (2…
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Lead label field for the Activities page
I have a Label field that is used for Lead and Deals. But I can't use it when I want to add it as an additional column in Activities (activities/list)? How to do it?
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Add the print email function again
We work making bookings for our clients and we need to print out several emails with booking confirmations. This function was available and has been removed. Can you please add it again? At the moment every time I need to print an email I have to do it from Gmail... and we are a team of 6 people using this function
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Best app for getting emails based on Linkedin profile, and easily importing the data into PD?
I was using Surfe (because it's really easy to add contacts as a Lead in PD), but then Linkedin flagged my account…I'd use Apollo.io, but it doesn't have a PD integration, so I'd have to do some fancy Zapier work. What are you using to perform this?
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Did the 'Updates on items you follow' logic change?
It seems it did, at least on the hourly notification. It was perfect for us before, up to about 9/27 or 9/28, last weekend as best I can assess. Prior, we'd receive a report of activity within the previous hour and ONLY the previous hour. Now, there is a whole bunch of redundancy with items already viewed which did not…
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Pipedrive Contact Us Form - linking to Google Analytics
Hi guys, I am so frustrated and confused as to why Pipedrive doesn't connect to Google Analytics via the Contact Us Form feature. This is extremely important when it comes to tracking where traffic is coming from and knowing is marketing campaigns are working. I have now had to fork out £120 a month to use an alternative…
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New: Customizable Summary (in Deal detail pages)
September 3rd update: The beta test is over, and this feature is now available for all companies; let us know your feedback in the comments below. Hi everyone 👋 We've heard your feedback on Summary panel not always containing the most important details for you, like a custom field that you've created for example. Or maybe…
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Danish Language support
Hi I would love to see Pipedrive in more languages the the current few available. I constantly have to change links to the scheduler from EN to DK which is pretty annoying. Also when using the Smart doc feature with ie. products I have to change almost all text in the document to danish.
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Archiving sync with Office 365
Finally, also archiving is now synced in Office 365. However when archiving the archived email is placed in a "random" folder in my Office 365 archive. No idea why that folder is selected. When I rename that folder the new archived mail is saved in another folder. Does anybody has the same issue and a solution for it.
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Add individual products and values to the Deal via automations
I currently am looking for a way to automate adding products and values to the Deal summary section. We sell multiple products to a client over a period of time so I would look to automate new products and values to be added at relevant points throughout the Deal lifecycle.
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Template feature for follow ups
I have a request for the email templates. At this moment i send once per month a client per mail an overview of his "Open deals". Our clients can have several open deals, that i want to follow up by mail. To do this i go to the client, contact person en export the Open deals on that contact. I edit the Excel en copy paste…
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List of recent or favorite email addresses
Is there any way to make the pipe drive email feature more useful? Is some way of linking it to a more professional web-based email platform? One of my biggest gripes with the Pipedrive implementation is the fact that you don't have favorites when it comes to the addresses of people that you want to send an email to. I…
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Custom data field not populating in email template "insert field" option
Hi, I created a custom data field, and I need it to be a field option that I insert in an email template. However, when I click "insert field" when creating the email template, the options are not available. How can I fix this?
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How can I use the"billing starting date" without recurrence or cyclically billable products?
Currently, I am using the Payment Schedule fields in the “Revenue” section to indicate our customers' billing deadlines. In concrete terms, we're selling a €10,000 deal that includes 1, 2 or more products (one product A and one product B, etc..). Invoicing for two products cannot be separated, meaning I am not going to…
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How to automatically send a series of emails to someone who has downloaded an ebook #GDPR ?
Hello, I’ve created an ebook available for download on my company’s website via Webforms. I would like to send a series of emails to everyone who downloads my ebook, by creating an automated email campaign (people will be able to unsubscribe if they wish). My issue is that it's not possible to set the ‘marketing’ status to…
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Filter by Referral Organization
Is there a way to filter leads and deals by the referral organization? I can filter by referral source, but we often have several referral sources associated with the same organization and I need to easily see how many referrals have come from the organization vs each person at the org. Thanks!
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Using Pipedrive fields in docusign without SmartDocs
Hello, is it possible to use Pipedrive fields in DocuSign without Smart Docs?
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Contact import issues
Hello, I imported 40 contacts into Pipedrive using an Excel document. In the Excel doc, I created a custom data field to be imported with each contact. I mapped it on the fields during import. However, when I check the individual contacts, the data field is there, but the content is not populating for each contact. Also,…
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Automatic assigning leads according to the type of the sales rep
Hi, Where can i learn more about the process of assigning new leads to the right rep' according to parameters i will define in advance? Or, do i have to do it outside of Pipedrive (make.com) ?
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Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
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Hide completed deals in Pipedrive search bar
Hi Pipedrive Community, I’d like to suggest a feature that could improve the search functionality in Pipedrive. For users who manage multiple deals per customer, it would be incredibly helpful to have an option to exclude won or lost deals from search results. Currently, all deals show up when searching, which can be…
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Anyone else having issues delivering campaigns today?
So today my marketing associate and I noticed that the test emails for our campaign were saying they were sent, but were not being received by anyone at our company. I tested to make sure this was not a company domain issue by also sending a test email to my personal gmail account. This was also not received, not in spam,…
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Constant spam in Pipedrive web forms
We are getting a lot of spam web form submissions, which ruins our conversion tracking and wastes our team's time sorting through and deleting them. Has anyone found a workaround for this? Perhaps Pipedrive could implement a different / better reCaptcha approach, honeypot, etc.?
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Lost Reasons Should Stand Out More
Lost Reasons should stand out more in the History section of a Deal. The Note background should be a different color, or the font bolded, or something better! Also, it does not seem like all of the information is being recorded. The Lost Reason from the dropdown selections for this Deal was "Cascade decided not to pursue"…
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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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Deals that got converted from Leads need a filterable designation
We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in List view? We have a workaround (custom field populated by an Automation on new Leads) but this could still be helpful for others!