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Template feature for follow ups
I have a request for the email templates. At this moment i send once per month a client per mail an overview of his "Open deals". Our clients can have several open deals, that i want to follow up by mail. To do this i go to the client, contact person en export the Open deals on that contact. I edit the Excel en copy paste…
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List of recent or favorite email addresses
Is there any way to make the pipe drive email feature more useful? Is some way of linking it to a more professional web-based email platform? One of my biggest gripes with the Pipedrive implementation is the fact that you don't have favorites when it comes to the addresses of people that you want to send an email to. I…
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Custom data field not populating in email template "insert field" option
Hi, I created a custom data field, and I need it to be a field option that I insert in an email template. However, when I click "insert field" when creating the email template, the options are not available. How can I fix this?
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How can I use the"billing starting date" without recurrence or cyclically billable products?
Currently, I am using the Payment Schedule fields in the “Revenue” section to indicate our customers' billing deadlines. In concrete terms, we're selling a €10,000 deal that includes 1, 2 or more products (one product A and one product B, etc..). Invoicing for two products cannot be separated, meaning I am not going to…
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How to automatically send a series of emails to someone who has downloaded an ebook #GDPR ?
Hello, I’ve created an ebook available for download on my company’s website via Webforms. I would like to send a series of emails to everyone who downloads my ebook, by creating an automated email campaign (people will be able to unsubscribe if they wish). My issue is that it's not possible to set the ‘marketing’ status to…
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Filter by Referral Organization
Is there a way to filter leads and deals by the referral organization? I can filter by referral source, but we often have several referral sources associated with the same organization and I need to easily see how many referrals have come from the organization vs each person at the org. Thanks!
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Using Pipedrive fields in docusign without SmartDocs
Hello, is it possible to use Pipedrive fields in DocuSign without Smart Docs?
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Contact import issues
Hello, I imported 40 contacts into Pipedrive using an Excel document. In the Excel doc, I created a custom data field to be imported with each contact. I mapped it on the fields during import. However, when I check the individual contacts, the data field is there, but the content is not populating for each contact. Also,…
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Automatic assigning leads according to the type of the sales rep
Hi, Where can i learn more about the process of assigning new leads to the right rep' according to parameters i will define in advance? Or, do i have to do it outside of Pipedrive (make.com) ?
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Hide completed deals in Pipedrive search bar
Hi Pipedrive Community, I’d like to suggest a feature that could improve the search functionality in Pipedrive. For users who manage multiple deals per customer, it would be incredibly helpful to have an option to exclude won or lost deals from search results. Currently, all deals show up when searching, which can be…
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Anyone else having issues delivering campaigns today?
So today my marketing associate and I noticed that the test emails for our campaign were saying they were sent, but were not being received by anyone at our company. I tested to make sure this was not a company domain issue by also sending a test email to my personal gmail account. This was also not received, not in spam,…
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Constant spam in Pipedrive web forms
We are getting a lot of spam web form submissions, which ruins our conversion tracking and wastes our team's time sorting through and deleting them. Has anyone found a workaround for this? Perhaps Pipedrive could implement a different / better reCaptcha approach, honeypot, etc.?
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Lost Reasons Should Stand Out More
Lost Reasons should stand out more in the History section of a Deal. The Note background should be a different color, or the font bolded, or something better! Also, it does not seem like all of the information is being recorded. The Lost Reason from the dropdown selections for this Deal was "Cascade decided not to pursue"…
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Deals that got converted from Leads need a filterable designation
We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in List view? We have a workaround (custom field populated by an Automation on new Leads) but this could still be helpful for others!
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Sync activities to calendar - automatically add organisation
When syncing to my calendar, is there anyway to get the organisation name into the title? So for instance "Follow up" would arrive in the calender as "Acme Inc - Follow up"
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Recurrent contact with old contacts/organisations
Recently I learned that creating a recurrent activity to contact persons/organizations that you are not in touch for more than x months and you have no scheduled activity in the future, is not possible with Pipedrive. I think this is a very helpful feature that can help on keeping the data current and engage in further…
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Source channel field in the Deal Conversion Report
I was so happy when Source channel field finally appeared in Pipedrive. But I've discovered that nothing is displayed when i select the Source channel field making a Deal Conversion report. that is weird...I can see how many Leads were converted into Deals but then I can't see how many of them were Won. Means I still have…
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Get more out of Pipedrive: Tricks to optimize your account
How to Get More Out of Pipedrive - Top Tips and Tricks In this video, Pipedrive's resident expert James Campbell shares tips and tricks for optimizing your Pipedrive account. Whether you're new to Pipedrive or a seasoned veteran, take the opportunity to learn or refresh some principles that will help you close deals…
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More Settings on Visibility Groups
A view only setting for Deals, Contact or Leads for where another colleague (not necessarily a follower) can view only contact name and contact owner on a given deal. The idea is to open just enough information to brokers to collaborate without changing deal ownership or revealing a contact’s email or phone number.
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Sandbox, Production parity
We are trying to use the sandbox to prove out potential configuration changes we would make in our production instance of pipedrive. Is there a way we can make the sandbox have the same featureset as our production instance? For example, we can setup visibility groups in the sandbox. Thanks for your help.
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Deal Search Results Should Show the Pipeline
For some of our customers, we are pursuing multiple Deals in multiple Pipelines. Users have told us that they would like to be able to see the pipeline that the Deal is in within the search results. We agree! This would help someone know which Deal is the correct one to open up! See below for where the pipeline name could…
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UTM - leadsource tracking for webforms.
It would be great if we could track what campaign it came from. But today the Pipedrive forms don't support it and it's in iframe so it cant be tracked from external systems. It's so important to know what campaigns deliver sales leads.
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NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
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How to see contacts with multiple open leads
I'm trying to find a way to list all of the leads of contacts that have more than one open lead in our system so that we can close out the old ones and focus on the new. It gets extremely confusing since the agents can't view the leads and when they were created from a contact. In the leads inbox I see a "Person" and "Open…
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Webinar Q&A: Pipedrive Product Talk: CRM innovations to unlock sales success
Hello Pipedrivers! ☀️ We would like to thank everyone who attended our recent Product Talk webinar we conducted on October 17th. Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions, and while we tried our best to address as many as…
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Field Descriptions needed on Organizations and People
This is self-explanatory! The field descriptions on Lead & Deal fields is a great addition to Pipedrive, but we need this for Organizations and People, too! Orgs are where we have the majority of our fields. Please roll this out!
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Why is there a difference in the subscription rate I am being charged
Just finished several weeks of testing between a few different CRM's and Pipedrive won. 1st day of real use and already not happy. The support bot just goes in circles and you cannot get to live help. Tried many different trees, with no success. Does anyone have path to get past it? It shows we should get chat support with…
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Incorporate Deal 'Followers' into Automations
We would love to create an automation whereby if a deal is created and owned by someone different to the Organisation Owner that the organisation owner is automatically added as a follower. I am almost able too but the feature I'm missing is the action to add follower within the update deal stage. Right now I am at a stage…
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Revenue report shows wrong numbers since it can't handle more currencies
Was surprised to hear from PD support that if you have more than one currency then you can't use the new MRR report. E.g. below 5$+5€+5DKK = 15DKK which is obviously wrong. E.g. below report in DKK should be app 388K.
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Can we automate a Number in a Title of an Activity ?
I would like when my automation is triggered, to incremente the no.X. So if last week it was "IMP SN Week no.12" … the automation triggered this week would be "IMP SN Week no.13" Thanks 😀