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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?
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Creating a filter for companies in Pipedrive
I would like to create a filter that shows only the companies that haven't won a deal in the last 3 months but have previously won at least one deal.
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Implement Magic Link Auto-Login Feature Using Admin API
I would like the Pipedrive team to introduce the capability to generate magic links that allow users to auto-login to their accounts. Utilizing the existing admin API, this feature would enable administrators to securely create and distribute magic links, streamlining the login process for users. This would enhance user…
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Export pictures
Hi, I need to export files in jpg format. I manage to export the basic information in Excel where a link to the picture is displayed. However, I need to retrieve those pictures. Anyone could inform me how to do it? Thanks.
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Update of Products Prices
Is there a setting that locks editing of product prices? I am currently trying to update prices of products and there is no edit option for the price however there is an edit option for description, sku and everything else.
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Emails from Pipedrive to HubSpot
Hello there, I'm migrating from pipedrive to HubSpot and even though via import it brings some emails, it doesn't do it with all of them. There are limits on what gets synced, especially with retroactive emails. They say it's because of the way pipedrive stores emails but I don't understand. What do you recommend?
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What is the best option to set up monthly retainers
Hi, Can you please explain me how do i set up Pipedrive to count my clients monthly retainer? Do i have to create a new deal every month? Thanks
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Tips for better deal names
Hi guys, Can you please give me tips and best practices for choosing better deal naming? Right now i use only the first name & surname of the person but when i use automations with make.com and i need to search for deal, it makes it very hard to manage.. Do you sometimes add phone number in the deal title? Thanks
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Best practices for comparing outbound list (sent outside Pipedrive) with Pipedrive
Hi everyone, we have ca. 100K companies in our CRM and would like to check from an outbound list which leads might already be customers or prospects. We have several ideas, but they don’t seem like best practices yet - maybe you can advise a better workflow: Exporting Pipedrive deals through Coupler to Google Sheet and…
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Anyone else seeing a "Wide" Pipeline?
I logged on to Pipedrive today and my "pipeline" is super wide, as in, spread out horizontally. I have to scroll to the right to see all my columns, where in the past, everything was nice and compressed to fit my viewer window. Anybody else dealing with this bug as well?
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How to get Customer lifetime value (CLV)?
Hi guys, Is there any easy way to get the customer lifetime value on PipeDrive? I want to see how much each client is paying per year. I know PipeDrive has subscription revenue now but that's for recurring projects. We mostly do one-off projects and I wanted to calculate what's the average clients are paying every year.…
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Is it possible to automatically add/sync an activity linked to contact person, to the person's deal?
Hi, I currently have setup a workflow, where customers can book our agents through a link, and the meeting will be on google calender. When customers get invited to the meeting, the activity will show up on the contact person in Pipedrive with the title, data, etc. My current "issue" is that i have a onboarding pipeline,…
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How to revert the action when bulk change is made?
Hi, I'm new to pipedrive system. I moved bulk deals from one pipeline to another. I wanted to revert the action. I want to place the deals back in their respective stages in the previous pipelines. Could anyone help me to understand how to do it? Thanks in advance!!
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Ability to customize linked deal card on the email screen
when I'm emailing someone I can see if we have a linked deal or not. Currently that shows: Deal name Value Customer Name Pipeline stage I would love for this card to be customizable so that I could display other fields that are relevant to me.
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Conditional/dependent fields and values
Hi, It would be great if Pipedrive allowed conditional/dependent fields and values. Is there a plan to develop such features? 1st e.g. There are two single-option fields and the available values in the second field would depend on the selection in the first field. 2nd e.g. There is a single-option field and if specific…
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Separate Field Views in Deals vs Leads vs Pipelines
Is there a way we can customize the info and view of data and fields in Leads, Deals and Pipelines? If not, can they provide an option to select to mirror or customize. Our issue is that in Leads, we do not need all the information contained in Deals unless it is converted. Thus we have pipelines that do not need any of…
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How to view emails not linked to contacts
Hello everybody. I am brand new to Pipedrive and actually to CRMs in general. I have just synced 6 months worth of emails into my account and ended up with 4,000 emails. I have the majority of my clients added as contacts, so a lot of the emails have successfully been added to these contacts. I however, have a lot of…