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Meetings Scheduler in sync with Calendars
I would like to know if I can make the Pipedrive meeting scheduler sync with the Google Calendar so it can take my availability directly from there. I haven't found that option, and I want to make sure my eyes are are not failing me
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How to add values on custom fields ?
I have created a personFields through a post request POST /v1/personFields It was successfully created. (I checked on person column in website ✅) When i was trying to add value on this custom field for a specific person through a patch request PATCH /api/v2/persons/{id} i am getting a validation error like this data: {…
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Can Pipedrive be integrated with LiveVox?
Does anyone here know if Pipedrive can be integrated with LiveVox?
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Join Our Closed Beta Release: Add Activities in Bulk to Deals
Update: This closed beta has ended, thank you to all who participated. Dear Pipedrive Community, We’re excited to announce a new feature coming soon to Pipedrive – bulk Activity management for Deals! With this feature, you’ll be able to quickly add activities across multiple deals simultaneously, saving you time and…
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Triggers to send email to project owner
Is there a way to create a trigger that sends the project owner an email when a project is moved to a different phase?
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Automating Timezone Labeling for Clients?
Hello, I currently mark my clients on the deals list based on their time zones and manually apply labels (such as PST/CST/MST/EST/etc) according to the location of the business which I'm contacting. This process is quite time-consuming. Is there a way to automate this process? Specifically, I am looking for a method to…
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New leads as goals
Does anyone know how to set "new leads" as a goal? I.e. 5 new tangible leads per week.
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Live Chat on mobile
I don't find that live chat works on the mobile app the way this video says it does... https://support.pipedrive.com/en/article/live-chat Can someone please make sense of this for me because I pay an extra $50/month to use this live chat function but I can't even find it on the mobile app.
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Your feedback is needed to bring our AI assistant chat to the next level 👨🏻🔬💬
UPDATE: This survey has ended and the link has been removed. Thank you all for participating. Hi Pipedriver, We're working on developing an AI assistant that you can chat with and ask help from in your day to day sales job and in relation to your sales data. We're curious to learn what kind of knowledge you would like the…
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New: Products Widget functionality 🚀
Hello there, I’m Ilja from Products feature team and on behalf of our team I am glad to introduce you the new functionality called Products Widget 🎉 New enhancement will especially empower our customers who sell products, services or SaaS licenses. With this feature, you'll be able to accurately manage: Quantity,…
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Leads vs. Deals: What's the difference? [VIDEO]
New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals.
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How to get assigned_at timestamp for deals?
I want to record the date/time when a deal was first assigned to an agent. Time to assignment is an important metric for us. Ideally I can record it within pipedrive in a custom field. Any ideas?
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Use "Billing start date" in Smart Docs
When selling licenses, the Billing start date must be included on a proposal and invoice. It would be great to have this options under the product tab in Smart Docs.
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How to use 'billing start date' in Smart Docs
Greetings, One of my clients wants to use 'billing start date' in her Smart Docs. But she cannot find any menu for 'billing start date' under product tab. Is there any way we can access the 'billing start date' field in Pipedrive Smart Docs?
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Can Deal Custom Field value change history/log be extracted thru API?
I would like to see Deal Custom Field value changes in dealflows endpoint or changelog endpoint or another endpoint using API/JSON.
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Is there a way to get a changelog data (via the API/JSON) for Deal Custom Field value changes?
Ideally would like to see this in either the dealflows or changelog endpoint.
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Feature Request: Automations with Import Function
Are you considering allowing automations to work with the import function? For example, uploading a list of deal IDs to trigger specific automations. Currently, bulk edit triggers automation, but bulk import would be more efficient for high-volume tasks like assigning products to multiple deals. e.g. I have 3 products that…
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Two price tables with recurring fees in one and the one-time fees in another.
Hello, Pipedrive Community! I’m trying to create a Google Docs template through Pipedrive's Smart Docs that can automatically create two Pricing tables based on specific products from Pipedrive fields. In other words, I'd like to set up a Price table with subscriptions and another table with just the one-time setup fee.…
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Feature to add Activity details/content in Deal overview columns
Hi PD dev team, In recent conversation with your support (Sierra in March and today with Nikolaos) I raised the impact for the (seemingly) simple feature of being able to add Activity (content) to a Deal/Person/Organization report column. At this point in time it's only possible to add activities to do (count) done…
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Can we build an activity report showing email, teams calls and meetings
I want to build a report showing the activity of the users for emails, calls teams calls meetings all in the one report. Can this be done
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Note Reporting
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
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Linking Multiple deals into One Overarching Deal
To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.
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Left sidebar with Organization, Person, and Deals tabs; and General Menu.
I think that the left bar of all entities (Organizations, People and Deals), in addition to the General left Menu, should be configurable by an administrator user and not personally. At least, allow the option that regular users cannot change it. In CRM implementation processes that are complex due to the number of users…
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Is there a way to import leads directly into a pipeline segment?
Is there a way to import leads directly into a pipeline segment?
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Deal Filter needs "12 months ago" Relative date option
See screenshot. The Deal filter needs a 12 months ago Relative date option. This is an option in Insights but not here!
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[Feature Request] CC / BCC recipients stored in email templates
It would be great to have the possibility to add recipients in CC / BCC and store them in an email template. For example I'm sending all Invoices to my customers using the "Invoice" email template. But I always have to enter our finance deps e-mail address in BCC by hand. It would be great if there was a way to store this…
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How do I get billing? I am from Paraguay
I want to pay to have the app to use it in my company but i want the bill.
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Related Organizations function in import from file
It would be very useful if there would be a function for adding related organizations when importing data from a file. This could simply be done by connecting them via registration number, or even pipedrive ID, and it would not have to be done manually, one by one, or via API.
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Projects: Adding Contacts to tasks
Hey there. We are missing the opportunity to ad contacts to a task in Pipedrive-Projects. The support told me there is no possibility. Do you have the same need? Do anybody have a workaround to solve this issue? Thanks and best regards Stephan
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Early Access List - Pipedrive Pulse - Turn more leads into opportunities
UPDATE: Applications for this beta test are closed, thank you all who participated. Hi everyone 👋 Almonzer is here from Pipedrive Product Team, I am announcing a new product in our pipeline that soon will be released to selected customers as part of a closed beta. We are looking for users who are interested in testing the…