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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…
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How do you color code different activities/events in the calendar?
How do you color code different activities/events in the calendar?
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Is there a way to automate moving a large number of deals from one pipeline to another?
We're cleaning up our Sales Funnel, and I'd like to break one Pipeline into two. I need to move the deals from one to the other. Is this possible in Pipedrive or Zapier? I can see how to move deals from one stage to another within one Pipeline.
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Project related reports
Hello everyone, I have been using the new Projects feature for some time. In this context, of course, I would like to make project-related evaluations in the dashboard. So I have created three additional user-defined fields for the projects: Total value, Order value and Residual value. I would like to display these values…
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Automations webhook are not available for non-admin users
If the users trying to trigger the "Automated Webhook" are non-admin users, they can't benefit from the feature. All users in my account should be able to trigger an automation that includes a webhook action. (if TRIGGERED BY ANY USER is checked) For example, this action can help them enrich data from external providers.…
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Rolling Reports
Hello All, Is there any way of making a rolling report? Each financial year we have to set up a new reports on insights that is exactly the same as the previous year but with the new dates. There is currently options to choose dates like : Is there any way of adding an option for financial year as a drop down? Any help or…
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"Expected close date" missing in email templates
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
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New: Source of the Deal / Lead
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
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Product table to Documents
I am facing an issue, where I use product table to generate offer for customers. Under the product table system is subtotaling rows, but I think it is doing it not as expected. One Time fees Subtotals are correct But period or recurring subtotals is just gives the same list as in table just without product. In my opinion…
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Web form spam submissions
We are getting a lot of spam web form submissions with the Pipedrive web forms we have on our website. This ruins our conversion tracking and wastes our team's time sorting through and deleting them. Anyone know how we can fix this?
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Lack of Goal Customizations - as of July 2024
In general, creating goal reports is very restrictive but I just want to focus on one point due to urgency: We are trying to create a weekly goal based on number of calls. This goes well until we need to go back and record a call made last week that we forgot to record or didn't have time to record. However, if we record…
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Automation chain cancel
in PD I noticed that you can achieve a lot with automations and a bit of creativity, although the automations are very limited here. We currently have an automation that sends out chain emails, those are being sent with some days of waiting in between. We want to make it so if we manually send an email to one of the email…
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Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
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ZoomInfo imports to Pipedrive (integrated process)
Hi Team, I often use our ZoomInfo (ZI) platform to identify our business leads. This tool is integrated with Pipedrive (PD), exports my contacts to our PD account. However, once I select the export from ZI system to PD, I am not sure where they are held for further details to add. Help please.
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Toggle for HTML or Plain Text format on notes against deals. Or allow export for notes in HTML.
Pipedrive default is to have notes entered in HTML format. This allows for dot-points, weblinks, mailto links etc and is beneficial for some situations. In our situation it does not serve us, as when we export a report on activities for the team's reference, the formatting/links scramble and can make the entry unreadable.…
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Global Setup - Contacts
Every organisation will need to setup their CRM in their own way, collecting the contact data they need. That is a pointless feature if every users account needs to be setup individually from scratch. The Deals page can be controlled globally with setup, why can't the Contacts view? Having set up the data I wanted entered…
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No limit on days for date trigger automation
Hello! Our users get certified every two years. This means I would love an email to go out two years after their last training session offering the opportunity to come back for a renewal session. Unfortunately I'm limited in how many days I can ask for. Could this be set to a max of 999 for example (instead of 180)?
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The 2023/24 State of Sales and Marketing report is here!
Did you know that as many as 76% of sales and marketing professionals think AI will support them? And that professionals who work additional hours are 10% less likely to reach their sales target? Download the free report here These are some of the Insights you’ll find on our 2023/24 State of Sales report! From AI to remote…
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How to stop automated email sequence after deal is marked as WON
Hi there! I have set up some email automation sequences, but now I need to know how to stop sending these automated e-mails when I mark deal as "WON". I can't find any way to solve this. Either Deal Status or Stage filters doesn't seem to stop sending these automated emails and now my customers are getting emails that they…
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How can I stop automations?
I have deleted an automation but all contacts who were in this phase continue to receive automations. How is this possible and how can I stop it? Please help! Thank you.
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Smartsheet to Pipedrive and also can use zapier
I'm looking for a way to automatically transfer new row data from Smartsheet to Pipedrive in order to send out specific campaigns to individual contacts. Each contact in Pipedrive has a unique ID and organization number. We want to reference these numbers in Smartsheet, so when the data is transferred to Pipedrive, we'll…
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Revenue forecast for tiered royalty model
Hi everybody! I’d like to input the following for each deal: - Royalty prices depending on volume steps - Yearly projected production numbers —> Then it should automatically calculate the revenue projection for the coming years. Example royalty scheme (volume steps): 1-100k production volume: 5€ 100k-200k production…
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Feature requests for Campaigns
I'm in the trial of campaigns and noticed serveral things: * There's no option for new contacts to subscribe themselves to our newsletter. E.g. a way to collect information of a new subsriber that I can put on our website. * That request mails for double opt-in are only available in English. When will the localized version…
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re: changing email signature
hello. I need to update my email signature but when I go to preferences I no longer see the email sync. How do I get to my sig to edit it? thx
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CC participant in an auto email
I am a real estate agent, and i need to figure out how to send out auto emails to multiple people. I have figured out how to send it to the main person in a deal, but how do i automatically CC a participant?
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Formatting for Pipeline Title View?
Hi Team- I know this may or may not be a possibility, but I thought it would be helpful to pass on to your developers for consideration. I have many stages in my pipeline that Im developing, and I have 4-5 words describing each to help me keep track. But with so many stages on one screen, the titles are cramped and…
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Does Pipedrive have a way to upload all sales collateral?
Hi Pipedrive World, I'm trying to work out whether there is a way to upload all of our sales collateral into Pipedrive, where all team members can access, instead of having to jump into Gdrive or upload from device every time. I can see a PDF can be uploaded to a specific deal.🤔
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Did Pipedrive Support change?
I used to be very impressed with the support chat (someone would answer my questions in a reasonable amount of time). I have a fairly urgent need (the email tool is down and it's something with Pipedrive, not my email). I went to chat with support and only am given a bot option, with no ability to type anything - only…
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Projects task custom fields
The project tasks really need custom fields to be more valuable. As an example I often work with contacts outside my own firm and would assign tasks to them. Even if it is not a full blown PM system with the intent to have outside users interact with it, I still need to assign tasks to external users. A "People" field…
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Pipedrive LABEL value not visible in ZAPIER.COM
Hello, I’m building a link between PipeDrive and ActiveCampaign, using Zapier.com. The chosen Label values for a contact person, as well as for a company are not visible in Zapier. Does anyone have a solution for this? Thanks! Michel