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Live Chat integration with Slack
I love the playbook, the different chat pathways that are possible to create, etc. BUT… The chat notifications leave a lot to be desired. There's a thread that is 4 years old and everybody is asking the same… better new live chat notifications so that sales teams don't miss them. Our sales team already has to juggle 100…
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Nurture and Drip Campaigns
Hello, I am wondering if anyone has successfully been able to develop solid drip campaigns for leads or prospects within Pipedrive without the use of an integration or other platform? Or if you have needed to use an integration what did you use and how? Would anyone be willing to share an example of what they have set up?…
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Campaign Media Management
I want to manage all the files and images in the Campaign Media without going into a new campaign and finding a file. It would be wonderful to have direct access to the media library to upload, restructure, delete and move files. Many files are used only once as they may be product-specific, and others are used frequently,…
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Email Insight Report Should Show & Export More Columns
We think it would be very beneficial to be able to export more data from Email-type Insight reports (Report > Activity > Emails performance). Our Users want to be able to see and export fields like Linked Deal, Linked Organization, and Recipient. More options would be welcome!
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Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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Personalized fields when using AI generated emails
Hi there! New user of Pipedrive here and been enjoying the experience and functionality so far. I've gotten a good workflow going on using Make and Pipedrive, I'm parsing leads and deal information coming in via my own email and pushing the data to Pipedrive (person creation, deal creation, product, and linking all of them…
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Automation - Send Notification as Email (not personal linked email)
I want to send an email notification based on automation. Something like: send email notification to distribution group 35 days before custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive. I don't want all my email synched AND the automation…
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Be able to FILTER/ QUERY All Participants attached to DEALS
PARTICIPANT QUERY. A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development and yet it remains unresolved. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with…
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Task or Activity the day after
Hello, In my line of work, I sometimes need to go by the landowner's house. On occasion, they aren't home so I will just put a note into Pipedrive saying that I went by their house. What is the best way of handling that if I'm entering the note the day after I went by their home? When I enter a task from yesterday, it…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Job title in organisation view
On an organisation page, under 'people' on the left hand side, could I suggest the feature of displaying a contacts Job Title next to their name so that you do not have to click on 'view all' each time? For us this is something that we really require. Thanks
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Best Practices for Managing Inherited Customers in Pipedrive?
Our team inherited a set of customers stored in Pipedrive. Do you have any good ideas on how our team could best manage them? One idea we had is to mark all current customers (who are in different stages, such as lead, contacted, call, etc.) as 'gray' in Pipedrive. We do not know if this is even possible. Then, when…
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How can I track clicks on email links without using the tracking tools?
Hello! How can I track clicks on links sent by email, without using the tracking tools? Enabling the open track and click track ends up blocking some of the emails sent, because of pixel tracking barriers. Is there some other way to measure it? I want to measure individual clicks, so that I can know exactly who clicked on…
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Ability to create custom entities
Hi I think a simalar question has been posted about having the ablitiy to create custom entities, we have companys which is great, but these companys are connected to IPs/brands/Campaigns and in out industry these change alot (advertising) having the ability to track a brand / IP and have it linked to an organization…
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Feature Request: Granular Deal Visibility for Cross-Team Collaboration
I’d like to propose a feature for more granular control over deal visibility in Pipedrive. The idea is to allow users (or teams) who are not the deal owners to see that a deal exists and is associated with a specific organization, but without access to sensitive fields such as deal value, linked contacts, or custom fields…
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Sorting of deals in pipeline, by drag-and-drop.
Hi. Do you need to be able to drag-and-drop your deals, to sort them in your own order? At moment deals are shown in chronological order according to activity date overdue/due/scheduled. But I need to be able to sort them according to which ones I find most important to work on. Anyone else recognize this?
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Duplicate Deals
Is it possible to create a new sub-item under the "duplicate" section, where you not only can see duplicate Contacts, Companies - but also "deals" with the same identical unique name?
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mass editing labels or custom fields with multiple options
If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want…
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Product notes API Key
Hello, I understand the yellow field is called product notes. Where can I find this data field in pipedrive? Can I get the API key for that field? I need this field to match with my accounting tool for invoicing. Thank you!
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Existe Alguna Conferencia Anual Latinoamérica ?
Saludos a todos, Quisiera saber si se realiza algún evento de Pipedrive en Latinoamérica donde podamos establecer conexiones, generar nuevos negocios e interactuar con otras personas en este mercado.
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Organization with Multiple Websites/URLs
Organizations often have multiple domains and email addresses and the Organization object should be able to track them all (not with custom fields, but in the website field). HubSpot supports this with one main URL and affiliated ones.
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Automation with Email Notification (not from personal linked email)
I want to send an email notification based on automation. Something like: send an email notification to a distribution group 35 days before the custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive or info@mycompany.com. I don't want all my…
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Parent/Child Deal Cards (Direct/Indirect)
Hello, I want to have a Parent/Main Deal Card and from that Deal Card, Child/Sub Deal Cards. Is that possible? Reason being, we have a Main Project (Parent/Main Deal Card), and for that project, I am quoting our services to multiple OEM whom are all seperately tendering for the same Main project. So, in the end, only one…
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Add the Aptos to font family
Microsoft now uses Aptos as it's default font in Outlook, however this font is not available in Pipedrive. Therefore emails look different to end users when sent from Outlook vs Pipedrive. Can you please consider adding Aptos as a supported font to provide a seamless end user experience?
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Shared Inbox / Team Inbox
We should be able to use team inboxes. Like info@... Currently our company does this - but it makes managing the inbox inside Pipedrive a nightmare! Pipedrive should have some filters for the inbox, far superior to what is already there - it's extremely weak. We should be able to filter, and see emails linked with a deal…
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What happens to emails when someone leaves the company?
Hello Community— question for you. We are asking Users to turn on their Email Sync and Link emails to Deals. But what happens to this person's emails when they leave the company and IT eventually turns their email completely off? Would we lose that email history in Pipedrive, too? Thanks!
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Price Increases Unacceptable for Smaller Businesses - Dominic Allon - Please reconsider
Pipedrive - Message to the CEO Dominic Allon. This price increase is crazy. We are current paying for x3 Advanced Seat at £32.90 per month (£1,184 per annum). Now the price has increased to £49.00 per month (that's £1,764 per annum). That a price increase of £580 per annum. We are a small business and that increase is…
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Linking email chains to multiple deals
Our team would find it very helpful if we could link email chains to multiple deals simultaneously — particularly to multiple deals associated with a particular organization
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Automation, Deal value Multi Currencies
I've got a condition where if deal is less than £180,000GBP ARR then I can allow the deal to move to the next stage. However for larger deals I need to get financial approval from another department. I can get it working fine for GBP but I don't want to have to duplicate my logic for every currency I support. Ideally…
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Company level custom fields
It would be great to be able to create company wide custom fields -i.e., for telephone numbers, links used often, addresses, etc. Please note that I'm not referring to organizations. But to the company/business that owns the Pipedrive account. Currently, I have to create a custom field for the deal, or contact, to hold…