-
Automatic time calculation between 2 dates
It would be great if Pipedrive could automatically calculate the duration between 2 dates. let me explain: if we have an amount earned per week for example and we indicate that the deal will be signed on 10/07/2024, Pipedrive could automatically output the turnover earned between 10/07/2024 and 31/12/2024.
-
How to Display Delayed KPI Results in Pipedrive for Weekly Updates?
I need assistance with displaying two KPIs in Pipedrive that involve a delay between the initial action and the resulting metrics. Specifically, I need to track: The percentage of setter calls conducted in relation to the number of emails sent. The percentage of customers requesting our pitch in relation to the number of…
-
Templates in a project that extracts information from linked deals
It would be great if there was a way to create a template in a project that extracts information from all deals linked to that project, and the persons linked to those deals. We work with projects that are linked to 10-20 deals (linked to 10-20 persons) and need to generate data from them within a certain project.
-
Required fields are not required
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.
-
Filter for Deal Activities -> Last email sent later than Last Email received
I was wondering if there is a possibility to filter activities connected to deals with only activities visible where the last email sent is later than the last email received. That is indicative that I am waiting for feedback from the contact and it might be worth following up. Also this could be semi-automatized with…
-
Scheduler- Block extra time options, specify type of meeting, calendar reminder
Hello- It would be helpful if people were able to block multiple times together or have 2 or 3 options presented such as the 15min, 30min, 1hr. And if you could customize buffer time. Something like 5min isn't an option. It would also be helpful if people could specify if they want it to be a phone call, video call, or in…
-
Access scheduler for colleagues
Hello, my husband and I use pipedrive and he really likes the scheduler to make appointments with his clients. I do a lot of his admin, including sending the scheduler link to clients. Is there any way to: Access another team members scheduler link or have a general company one? It only sends meetings for me, which I don't…
-
What does '(Subscription) HTTP request is not valid' error mean during an import
What does '(Subscription) HTTP request is not valid' error mean during a bulk data import
-
Splitting revenue
hi, I have my sales team working on deals together so to manage performance I’d line to split revenue.
-
Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
-
New: Two-factor authentication with your authenticator app
Hello pipedrivers! Pipedrive’s two-factor authentication (2FA) security feature has been updated to allow authenticating via an authenticator app instead of using a verification link. To access two-factor authentication, go to Personal preferences > Password and login > two-factor authentication (2FA) and enable either the…
-
Calendar and Email Workflow Tips and Tricks
Hi Folks, I'm the CEO of our company but I also handle the vast majority of the deal negotiation and closing. I receive A LOT of emails which is non-related to Sales / Pipeline. I currently have my O365 calendar which is syncing everything which looks odd in Pipedrive since I would prefer to be able to either setup the…
-
How to export lost deals
Dear all, I have the following view that shows a list of my leads. I would now like to export this list with a notion of whether the deal is lost or not (red mark). Any thoughts on how I can achieve this? kr, Marc
-
How to automatically create an activity and align time to certain custom time field
Hi everyone, I'm now assisting my client to figure out on automation workflow, however i'm having some problem here: Scenario: A home design company want to auto-create an activity when the deal has been moved to reservation stage. Script: We've created 2 custom field in deal: Reservation date(type: date) Reservation…
-
Pipedrive for insurance Agents - looking for solutions to calculate a commission
Hi, We have just started testing out Pipedrive to see if it will meet our requirements, but I'm already seeing some limitations and looking for a solution / workaround (that wouldn't require using Zapier). So let say we want to sell a car insurance, which consists of 3 parts: 1. Damages to your car 2. Damages to other…
-
Email Template Lead
Hi guys, I have been trying to setup a simple automation to send out an email template once a customer enters a pipeline (1 minute delay for testing purposes) Once through to this section I have selected the following options before progressing. Once I have completed the next stage before I can approve, the "Email Template…
-
Archive/Hide inactive products
A few years/months ago, I added several products to my Pipedrive account. These products have been linked to numerous past deals. However, these products are no longer in use at my company, and I would prefer not to see them when adding new products to current deals. If I delete these products, the past deals will retain…
-
Segment products by their variations
I'd be glad if we could segment the product by their variations, like the example hele below:
-
Working hours for chatbot
It would be helpful to have working hours on chatbot vs. just online or offline. The front end user doesn't know when to expect availability.
-
Has anyone mastered a pre-built "SnapShot" for Landscaping?
Hi everyone, I'm Anthony a business owner here in Phoenix, AZ. Im looking for the communites input if anyone here is using this software for landscaping. I'd like to know how you have it structured, if you can share your feedback if your in this field I would greatly appreciate it.
-
add custom fields to contact via scheduler
When you use a scheduler I have several mandatory questions but only questions as phone and email automatically gets added to a contact. When a person's answers to my mandatory questions (my custom fields) in scheduler be added to contact details directly after he scheduling a meeting?
-
Integration of webforms and scheduling
It would be neat to see an integration between webforms and scheduling. I currently have a lead fill out a form on my site and then redirect them to a 3rd party scheduler so that they can view my team members calendars. From here they can book an appointment, but they have to fill in their info twice. It would be great for…
-
ERROR Message from my Automation: Invalid Data
Hi Community, i am trying to figure out, what this Message means and how i can fix this error. unfortunately i do not get any information where exactly the error comes from. i create a new deal in a stage in my pipeline. i get the data from my woocommerce shop with my make.com automation. i create a person, an organisation…
-
Deal View - Show Label Text and Hide Yellow Caution Symbol
Hi PipeDrive team, A request for UI options please. For the Deals view: We don't use PipeDrive for task/next step tracking. As such, every deal has a yellow ⚠️ caution/warning symbol on the overall view. Would be nice to have an option to not display this icon! We do use labels however to track nuance around why a deal may…
-
How to set DKIM, SPF and DMARC
When authorising your email domain in Pipedrive, that delivers you the DKIM records only. Although DKIM is nowadays the standard, a missing spf record can still cause delivery issues. The spf record is set in the TXT section of your DNA record: your-domain.com „v=spf include:spf.pipedrive.com ~all“ You can add further spf…
-
Suggestion for Automation: send message with the sold product to Slack
I have a suggestion for development: With automations we send messages to Slack when a deal is won. I only also want to add the sold product in this message. Unfortunately the only option now is the value of the deal and not the product that was sold. Would be great if this can be added 😀
-
Function: printing labels
Buenos días, El año pasado y el anterior pregunté si podemos tener esta función en Pipedrive. Por aquel entonces, me contestaron que no existía de momento esa función. Les escribo de nuevo por si la hubieran implementado este año, ya que para nosotros sería una herramienta o función muy necesaria para nuestro trabajo.…
-
Linking to a QNAP to store documents etc.. Is this possible?
We have several QNAPs (a make of NAS) and it would be great to be able to get to the documents and to link to them from within Pipedrive. Rather than using Google Drive or One Drive. Any ideas?
-
Preventing Activities from creating Calendar entries
I have a lot of activities (20,000) that I want to upload to Pipedrive. I want them attached to companies and deals, but I do NOT want them to appear in my calander as this will synchronize with my google and business calendar.. which are linked to other people etc etc, How can I create activities that do not synchronize?
-
Our company has multiple labels within a lead and we want to send a bulk email to all, how??
Our company has multiple labels because many clients fit within or share categories. When I go to send a bulk email or email marketing email via Pipedrive, it deletes any lead that does not share the same criteria. I.E. if I have a lead that has the labels: "open house", "community", "hot lead" it will show 0 leads if I…