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Labels on Lead Inbox as part of filters
This discussion was created from comments split from: Using Labels vs a Field .
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Do Files Added to A Deal Get Deleted from the synced Google Drive?
I have deals where I will upload pics as files onto the deal and it shows up in my google drive folder. When I delete the deal, the files still remain in the google drive folder. Why is this?
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Problem mapping Owner ID and select fields on Make.com (only for leads)
I'm mapping a website form to create a lead on make.com. I'm able to map integers to owner_id and text to select fields for both persons and organisations. But I'm getting errors when I try to map the exact same fields for leads and I don't know why. For example, when I try to map the exact same owner_id for leads, I get…
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Search templates
Hi guys, As we have a number of templates, it would be great to be able to either show a full page of templates (rather than just 8) and be able to search the templates. Should be relatively easy to implement I would imagine. 😎
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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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How to fetch conversion rates from Pipedrive API accurately?
Greetings everyone, I can already view insights on funnel-to-funnel conversion rates under the insights tab, as seen below: I intend to get the figures in between ("circled in red") using the Pipedrive API. Found in the docs that we can use the /pipelines/{id}/conversion_statistics endpoint to fetch this data, hence I'm…
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What is email domain authentication?
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. It focuses on security and deliverability, as it helps you protect your brand's reputation and helps your emails successfully reach the…
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Tracking email opens with tracking pixel
Hi team, With the recent updates done by Google and them blocking all images, including tracking pixels, and showing a warning popup in recepients' inboxes, does Pipedrive plan to do anything to help users with it? If you are for some reason not aware, this is the example: We and a lot more companies stopped using open…
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Smart Docs - Need a main location where you can see all outstanding docs for signature
We want to be able to see what documents are outstanding for signature. It seems like a hassle because if one of our employees sends out an agreement, there's no way for another employee to know which agreements are outstanding unless they click into each employee that has a deal. There should be a singular location where…
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Webinar Q&A: Master Discovery Selling: Guide Prospects & Avoid Pitfalls
Hello everyone, Thank you for joining us for our recent webinar, Master Discovery Selling: Guide Prospects & Avoid Pitfalls! Your attendance and active engagement made it a fantastic session, and we’re grateful for the energy and insights you brought. For those who couldn't attend live, you can catch the full recording…
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Apollo Devtools console spam
I get this message every now and then in the devtools console: "Download the Apollo DevTools for a better development experience" It seems to originate from https://cdn.dub-1.pipedriveassets.com/webapp/user.{some-id).js What is it and how can I stop this?
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Email signatures in campaigns
Hi, I'm new to Pipedrive so forgive me if these are basic questions - I couldn't find the answers in this forum. I'm creating a simple, unbranded email campaign with six emails and want to make it look like a regular Gmail email. How do I add my normal signature to these emails? Separately, is it possible to trigger the…
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Need help from current user
I want to pull the trigger on Pipedrive for my company, but my boss wants me to chat with current customers first to hear their feedback. Would anyone be open to a super brief call? Or could you comment the biggest pro and con to pipedrive? Thanks!
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Correct referal Lead in affiliate portal
I am a Pipedrive affiliate, and we got a client to set up Pipedrive for their business. However, the client created their account without using our referral URL or code to indicate that they were referred by us. What action can I take to have that client associated with our affiliate profile?
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Campaign Feature: Shareable URL
Our team would like to obtain URLs of the Campaigns/Newsletters that we send.
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Pipeline Stage Descriptions
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).
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Quick filter for Pipeline, Leads inbox, Contacts, Email
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
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Web version of sent campaigns
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
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Integrating Pipedrive and Tableau
I want to integrate Pipedrive with the analytics software Tableau, so I have a live feed of our leads/sales data straight to my dashboards. In other words, I want to eliminate the need to constantly export data from Pipedrive to tableau and create a live dashboard. I have little programming knowledge, so I want to do this…
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Can Pipedrive Stop With The ENDLESS DISTRACTING POPUPS?!
Edit: I'm referring to the pop-ups regarding webinars, feedback, surveys, etc. (not to the "activity" pop-ups which are actually very helpful). I'm trying to work. Do you people not understand that?! I don't need to see daily pop-ups about things that don't matter. Why is there no way to opt-out of these? Also, these…
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Using Labels vs a Field
What is the use case or benefit to using a label for a Organization, Deal, etc. or vs a Data Field?
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deal specific BCC is no longer capturing emails
At some point in the recent past, copying the deal specific BCC address has stopped updating the deal. How can this problem be diagnosed and fixed?
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Better ways of using Pipedrive: Boost your sales with email templates and tactics
Learn more about using email templates to boost sales here In this lesson, our senior manager for global account management, Viktoria Babisashvili, shows how you can create impactful email templates, automate sequences, manage group emails, track important conversations, and optimize your Sales Inbox. This video is part of…
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Turn off auto-created activity when marking previous one "done"?
Hi - I'm setting up a bunch of automations to create specific new activities once a user completes an activity. (example - once you send a LinkedIn invitation, the next step of sending an InMail 2 days later is auto created, general stuff like that). The problem is that PD automatically pops up a new blank activity as soon…
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Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
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Automations Needs an "Everyone" Filter Option
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
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Apollo.io integration for Pipedrive: speed up your prospecting
With our new marketplace integration, you can sync your leads from Apollo.io straight into Pipedrive, making it easier than ever to find and connect with new prospects. Key benefits of the Apollo-Pipedrive integration: Bi-directional sync of contact and account data, including both default and custom fields Flexibility to…
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More formatting features in Settings
Hi @Janis Rozenblats, Another feedback for you! Could the following "Content" properties be also available in "Settings" properties? * Text colour * Line height * Letter spacing * Block options It would help with the workflow - the ability to set up the design properties globally in "Settings", and then if need be, amend…
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Automatic lead archiving
Hi everyone, I'm new to Pipedrive and to be honest I'm also a bit new to using a CRM. I used to use Hubspot but switched to Pipedrive as it was far too complex. Before, on Hubspot to create automated email sequences, I simply had to create a dynamic list of contacts based on criteria (for example, the source) and once the…
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Pipedrive integration with Meta Ads
Apparently, it is possible to integrate Meta Ads with Pipedrive in such a way that you can optimize campaigns in Meta Ads based on data from Pipedrive (conversions in the funnel). Does anyone know how to do this?