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Report business and products.
I need a report where the business comes out and the products related to that business. In the company in which I work we have different commission percentage per product and to calculate the commission I need to report all the businesses and the products of each business. Today it only has the business and the total of…
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How to import list of contacts or leads from excel to pipedrive?
I have tons of data on my excel for leads and contacts. Now I want to do everything from pipedrive. How should I approach this exercise? Should I setup my excel in certain format or anything else?
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How do I add a company PDF to my campaign?
I am new to Pipedrive and cannot find anywhere how to attach a company marketing piece to the email campaign. How can I do this?
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Wrote this post about fast-tracking CRM selection
Link: https://www.amitsarda.biz/post/selecting-crm Appreciate your time to go through this and the feedback.
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Font Flexibility
Hi, I am building my first email template. I am going with 'medium verdana' font as that will look best in a recipients inbox. However, when I add dynamic content fields (personalisation) the font comes in as Arial 14. I don't want my emails to be hitting inboxes with Arial 14, and I don't want my emails to have the…
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Why are email signatures missing in automation?
Pipedrive support are being a bit slow on this subject, but we have noticed that our email signatures are missing on email templates that are sent automatically as part of one of our workflows. Any ideas how to fix this?
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Save multiple changes to a record at once
If a user needs to make multiple updates to a record, they currently have to hit the save button after each change or lose the other changes. This is annoying and anti-intuitive. A secondary problem with this is that after every save, a "Record Changed" webhook will trigger, causing subsequent api floods with essentially…
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Email Signatures with Automation
When I have automation set up to send off an email, it is not including the email signature. Is there a way to include it (each sales agent has their own signature and any of them can trigger the automation) or do I need to set a general business signature to include within the template instead?
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Different plans for different seats
My team and I want to figure out what the best plan for us is, but realized we only need one seat with management capability and the other seats don't need as many features. If there is a way to have different users under different plans it would be extremely helpful.
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Is it possible to get a weekly report on customer interactions at the click of a button?
I would like to create a weekly report for my supervisors that reports my interactions with customers. Currently I do this manually, but it is very time consuming.
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Is it possible to receive a mail when a new task has been set for me as a user?
I would like to bring to the attention of our employees that you have been assigned a new task.
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How can I automate a follow up thank you email after a specific event?
I have Intro meetings all the time. How can automate a follow up thank you email after those meetings occur? All those intro meetings contain the word "intro" within the calendar event. I'd like to automate the thank you email follow up response with the person I met after the meeting is completed. Any help is appreciated.…
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Can emails be linked to a deal based on the deal participants?
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
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Make type Title of Deal as Large text
Now this field is too small to see all information you need. It would be awesome if I clould change type of the system fields. So I will make it "Large text".
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Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
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Web Form Improvements
Web Forms is awesome! And we are rolling it out to more teams for different functions. But I have two improvements that it needs: The ability to grant someone access to edit Web Forms without having to make them an admin. Basically, how can this be added to the list of functions that can be toggled on/off in our…
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Merge Contact Duplicates
Hi All, I need to merge over 500 contact duplicates, is there not an easier way than having to go through each one and choose primary contact to merge with? I cannot see myself going through all 500 contacts to do this. Then having to click preview for each then merge. I also need to do the same with organizations. Your…
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New: File upload functionality in Leadbooster web forms 🚀
What: Active accounts that are not in trial can add an Attachment box to their web forms for receiving files. One file can be added per submission. For whom: All companies with access to Leadbooster When: Gradual release throughout January 2023
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File Uploads for Chatbot and Livechat
Hi there, I am missing the option to upload files. I can communicate with Pipedrive support and upload files via chat, but the own product of PD has no such a function. Any plans to add the function? If yes, when? Regards Robert
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Can you limit individual users in your view of projects or specific pipelines?
I would like to prohibit users who do not participate in certain projects from viewing them. Is this possible?
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How do you segment and create a call list by time zone
Hi, I would like to pull a list of my prospects by time zone to make sure I call at the most appropriate time. How can I add time zone to prospect information.
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How to remove contact from workflow automations
I set up a mini drip using workflow automation. It is triggered by updating a custom field to a specific value, then the automation sends 3 emails with delays in between. How can I remove a contact from that workflow?
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Embed of webforms in your website is not working.
You might think, you are able to embed a webform to your website. Especially when you see this: You are wrong. This is not working and when I asked the support why, they asked the dev team and came back with the following answer: "I have just received feedback that you have discussed this with another colleague of mine,…
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Leadbooster does not work.
Chatbot appears with white frame. Livechat is not available in the mobile app but shown in any video of Pipdrive. Webform cannot be embeded on a homepage in dark mode. You cannot upload your own fonts and use them.
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Adjust Calendar to reflect our companies fiscal calendar
Our company follows the retail fiscal calendar that runs Feb thru Jan. Not being able to adjust the base calendar, that reports are run on, makes quarterly reports completely inaccurate.
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Is there a clear timeline overview for the project itself with the tasks?
I would like to know if Pipedrive can show me a timeline of my projects with the subtasks.
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Obtain a Power Query Connector Certification
If Pipedrive obtains a Power Query Connector Certification, users can just click a link and access their API. Power Query Connector Certification - Power Query | Microsoft Learn
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Has anyone been able to integrate Google Voice text / SMS with Pipedrive?
Ugh. SMS in PD should be easier than this. Don't want to sign up for another phone service and number just to SMS.
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Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
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"Merge duplicates" algorithm is flawed and needs improvement
I have tons of duplicates on pipedrive because pipedrive is not very good at detecting duplicates based on the phone number. For example, pipedrive won't recognise two duplicates (with the same name) if their phone numbers are written in two different ways: 08 52 78 94 56 and 0852789456 (without space), or 08 52 78 94 56…