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Active Email Account Syncs
How does the Active Email Account Sync work? We are on the Power plan and would like to know if we can allocate an account to the Marketing Department and then setup 3 active email accounts for the 3 x people in the marketing department? Would that be possible or is this not the way it should be used?
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Google Calendar automation
Is there a Google Calendar integration that recognizes a meeting being scheduled and automatically does something? (e.g., sees that a meeting was scheduled and moves the deal in the pipeline)
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How to suggest a deal repeat after winning a transaction?
Is it possible to show a popup with a repeat offer after winning a deal? If I add a custom 'repeat' field and automate it on 'won', it will increase the number of actions and add a high probability that someone might forget to set 'repeat' beforehand, thus ruining the statistics.
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How to send email replies in bulk?
Hey, I want to send email REPLIES in bulk. I'm aware about "Send group email" feature, but it seems that it can only create new email threads (and don't reply to the previous threads). Is there a common way or at least a workaround (through apps, integrations via zapier/make, custom Python code) to send replies in bulk?…
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Can We Send Emails Directly from Pipedrive Without Third-Party Providers?
Hello Pipedrive Community, I've been working with the Pipedrive API and have successfully integrated it with third-party email providers like SendGrid and Mailgun to send emails. However, I am curious if it's possible to send emails directly from Pipedrive without relying on these third-party services. My Findings So Far…
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Assign lead with round robin distribution like Calendly
Hi, I need to assign leads to sales agents with a round-robin distribution (like Calendly). For example, I have 3 sales agents (A, B and C) and I want the leads to be assigned with low priority to A and B and high priority to C.
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Open API
I'm looking to integrate Dialpad with my Pipedrive account for calling and sms features. Has anyone else used Dialpad? Secondly, does Pipedrive have an open API as that was the only requirement for integration. I'm not technically inclined so it's all new to me
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Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
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DialPad x PipeDrive
Is there any information available on whether Pipedrive has plans to integrate with Dialpad in the near future? Copper CRM just launched an integration with DialPad
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Send WhatsApp messages, documents, quotes etc. directly from within Pipedrive
Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
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More Colors for Labels
I can add up to 100 labels for a deal but there are only 10 colors available. Can the color pallet be expanded?
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How to use HTML editor for Pipedrive deal email templates
Dear community, I wonder how I can use HTML in my Pipedrive emails from the deals view / using email templates. I found two related articles, but I did not find a feature to actually use HTML within the email body. Is this possible when editing a template from the deal view?…
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reports between pipeline
I would like to be able to create a report to track a deal that moves between different pipelines. To measure among deals passed through a pipeline, how many went to the next pipeline, how long a deal stays in a given pipeline...
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Managing LEADS stage advancements
Hello, Pipedrive community. The LEAD module of Pipedrive does not have a system to create "stages" (with a growing success % percentage like in the stages of a pipeline) to monitor LEADS advancement (like the stages of a Pipeline). In other words, all LEADS are considered in the same cluster without differentiation. If at…
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Bonjour, Est il possible d'extraire toutes les adresses mails des mails que j'ai envoyé
J'aimerais récupérer toutes les adresses mails pour lesquelles j'ai adressé un mail. Certaines n'ont pas toujours été crées ni enregistrées sous un contact, ni dans une affaire. Merci pour votre retour.
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Send Message / Instructions with Test Emails
Having moved from Mailchimp to Pipedrive campaigns, I am really missing the feature that allows you to send a short message or instructions with test emails. Many campaigns I create need to go to various individuals across my organisation and it is tedious to send a test email, and then a regular email saying I have sent…
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Multiple Labels for contacts and organizations.
It would be great to have multiple labes for contacts and organizations. I know that I work around is custom fields, but they are not as visual as labels. A good example for labels in organizations would be: Company A: Label 1 buy procuct "semilla", Label 2 Interested in product "tierra" No potencial IN product "zamilla"…
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AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created. Currently the function only works for e-mail! Why not also the deal-related Document?
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Address separation
Hi, I'm looking for a way to seperate an adress, so Street, postal code, city is not together and so they are in seperate fields for example in "Company" or "Person" field. Can someone tell me how to do this, I need it for a Zapier integration - maybe someone knows a way to seperate it in Pipedrive or better with Zapier -…
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How do I populate a LinkedIn profile field in Contacts or Leads within Pipedrive?
I've added a set of leads using Prospector. I also added 1 lead using Surfe. How do I populate a LinkedIn profile field in Contacts or Leads within Pipedrive?
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Unable to display first name and last name fields
Previously, I imported contacts from third-party applications, and all contacts had First Name and Last Name fields. Now, I am trying to manually add a new contact and encountering the following issues: The First Name and Last Name fields cannot be displayed and filled in the contact card form. The Name field cannot be…
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Error while creating user using users API
Hi, I am trying to create a new user on pipedrive using users post api according to mentioned in the documentation provided on "https://developers.pipedrive.com/docs/api/v1/Users" but all times it's throw error message " Required suites missing. ". Can anyone please help on this.
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Change Log and History For Leads is a Must Have
We recently had an issue with agents taking other agents leads and to our surprise, THERE IS NO CHANGE LOG FOR LEADS! There is no record what-so-ever. This is a HUGE vulnerability in the system and should be corrected immediately. PS. I'm aware that you can configure Pipedrive to prevent users from changing the owner of…
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Track Pipedrive Chatbot Conversions with Facebook Pixel and Google Ads
Most of our company leads comes from paid traffic campaigns, and is really important to us to track these conversions with facebook pixel and google ads tracking code. Right now this seems impossible to do with Pipedrive Chatbot... I think one solution would be allow us to add custom code as a step in the chatbot, so we…
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Why no boolean (yes/no or single checkbox) custom field type?
I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
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Importing contacts into Pipedrive with 3 key fields.. how?
Hallo, I am trying to import a lot of customer details into Pipedrive. The problem I am having is that I need to create separate entries for organizations depending on unique "suppliers" I have all the data in spreadsheets and, try as I may, I cannot find a way to create new organizations in Pipedrive distinguished by a…
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Impossible to send email campaigns.
For several days, I have been experiencing problems with sending email campaigns. Background: we have been using Pipedrive for several years and very often send email campaigns to several thousand recipients who For a few days now, I have not been receiving test emails, and every time I send a campaign, the emails to most…
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Is it possible to remove columns in document product table?
I'm trying to customize the product table in Pipedrive documents and need some assistance. Specifically, I only want to include the columns for Name, Unit Price, Quantity, and Amount. The current table includes irrelevant fields like "Billing Frequency," "Discount," and "Tax," which I don't want my clients to see. These…
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API Endpoints for SmartDocs
I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
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What is the "Copy activity details" button on a Create Activity used for?
What is the "Copy activity details" button on a Create Activity used for? This is the right-most button: