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Create Activity in Workflow not working
Hey, can anyone tell me why this final step of my Workflow wouldn't be working? Basically, if a link is not clicked in a previous email sent, I want it to create an Activity with a Task within a deal. This is how I've set up the final step - any help would be greatly appreciated :)
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Can I merge multiple won deals into one person?
Hi all, We are an investment company and have been using pipe drive as our main CRM for a few months now. We have a lot of won deals that are of the same person, eg: Won deal 1: Jake's 1st investment: $2000 Won deal 2: Jake's 2nd investment: $100 Won deal 3: Jake's 3rd investment: $500 I want to merge all of these "won…
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Enable IP exclusions for email open tracking
I've noticed that if I send an email from Pipedrive and then open it in my sent items in Gmail, an open is tracked. It would be good if I could provide my IP address to exclude my opens from the reports.
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Voice notes in Web/ Desktop version
We really enjoy the Pipedrive app feature to record voice notes and transcript them. This feature would be even greater, if we could also use it in the Webversion. Meaning on the one hand to record voice notes as well from the laptop and secondly to be able to play the voice note as well inside Pipedrive. As of now the…
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Campaign Overview - Lock "Performance Over Time"
When looking at the campaign overview (by clicking on the campaign name of a sent campaign), the "Performance over time" chart appears to only show data over a rolling 7-day period. While this would make some sense if this were an automated campaign, for standard campaigns it means the report quickly goes blank and stays…
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Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
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Import data
The import function is not importing ALL the fields from the excel spreadsheet. Custom fields are setup and mandatory fields are in? Please recommend a EXTERNAL service provider that will support with function. Greater Cleveland, Ohio.
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Notes on the insights feature.
I have a suggestion that I believe could greatly enhance our workflow. Currently, in the Insights feature, there's no option to display notes related to a deal. It would be incredibly helpful if we could view these notes directly from the overview, rather than having to go into each deal individually. Having this option…
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Is it possible to see or download all the changelogs or the changelogs of a specific data field?
As an admin, it would be extremely useful to be able to download or access all the changelogs at once, not going deal by deal or contact by contact, etc. Is there any way to do it? Otherwise I'd like to report it as a suggestion to the Pipedrive team.
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Projects Filters and Contacts
I need to be able to filter my many projects based on any fields that I may have available, including custom fields that I have added to projects... Because I am managing many projects it would be most helpful to create & save these filtered views! Also - as I have requested in a separate tech discussion, I need projects…
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Organization / Relationship map
Add feature to allow us to create a relationship map for an organization
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Freeze custom prices of products in deals
Hi, Is there any user settings that an admin can configure so that users who create a deal can add products but cannot change its price (or to reformulate not have the ability to set custom prices as defined in your article https://support.pipedrive.com/en/article/how-can-i-link-products-to-a-deal) Kind Regards
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How can i add workiz to deals section like this ? i use zapier for this but i don't understand it.
How can i add workiz to deals section like this ? i use zapier for this but i don't understand it.
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Reports: "Contains" or "Does not contain" for a multiple options custom field
Hi, Would it be possible to add an option to the drop-down menu in a report for a multiple options custom data field so that we can select "Contains" or "Does not contain" like we have in filters? The options "is any of" or "is not any of" which are available now for reports does not allow the same functionality, since…
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How to create a report that shows how many Organizations my company has contacted
In the Insights section, I want to create a report that shows how many Organizations my company has contacted. For example, I want to know how many Organizations I interacted with in Pipedrive this month.
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Connect meetings automatically to deals & persons
We try to track 1st meetings and follow-up meetings as KPIs and therefore cluster all meeting activities accordingly. However, when meetings are scheduled via Outlook they are not automatically associated/ linked to the contact nor the deal. So they are lost in the Pipedrive space. What we have to do now is to search for…
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Integration between Microsoft Teams Webinars and Pipedrive
Hello dear community, We would like to organise our webinars with Microsoft Teams (Teams Webinars) in the future. It is important to us that a lead is created with every registration in Pipedrive and that all form data is transferred. Are there already any people here who have implemented this? Or is there already an…
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Automation doesn't work as planned (email count changed -> move deal stage to specific stage)
As you can see below, I want to 1. whenever I send additional email for that deal (I use the batch email function from deal page) 2. Move the "deal" to "Contact Made" status regardless of where the deal was before. But it doesn't seem to be working. Help?
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Reliability of Email Tracking?
My colleague is getting notifications from her Email Tracking Sales Assistant that her in-house colleague is opening emails and clicking on links 17x. We know the colleague did not do this. We are now concerned that we can't rely on this system for accurate tracking. If we are using a Template, and that template contains…
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Filter with custom fields not available for reports
I understand that some features are only available for higher plans but especially when features which are mostly used by the management it should be possible to upgrade only a few user. It doesnt make sens to upgrade all users only to have custom fields as a filter in a report for me. That is really annoying.
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Establishing a sender email address
When setting up your campaigns, did y'all have any trouble establishing a sender email address? PD isn't letting me use any of my emails as the sender. Suggestions? Thank you. Brian
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Share Contact via Email
I often share contacts with others in my network and much like you can share a contact via iOS text messages it would be great to send an email and be able to easily select a contact from Pipedrive and then select one or more fields you wish to insert into the email or even send as VCF attachment. It would be even better…
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Online Meeting Invite Description
We are hoping to change the auto-generated invite description sent out via Teams & Zoom. It currently looks as below but I see no way to mass amend this and only to amend via each invite. Can the auto-generated invite description be changed?
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Using different Email then the one for my account
Hello, I have a dedicated email address for sending emails, and I purchased a domain for this purpose. I set up the email with Google Workspace. Currently, I'm on the "Advanced" plan and would like to maintain this level. I'm the only user, but I would like to use a different email address than the one I initially used to…
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New Products feature launch today 🚀 Recurring Metrics
Hi, I’m from the Products feature team, and I wanted to let you know that we’ve released revenue metrics functionality as a follow-up of Recurring Products. What will you get with this release? See revenue fields such as ARR, MRR, and ACV in the Deals Summary when products with recurring billing frequency are attached to…
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Merging deals based on custom fields
Hi, is there a possibility to create an automation to merge two deals based on data in custom field? Deal 1 is named: Best Company with custom field "VAT ID" = 123456789 Deal 2 is named: The Best Company with custom field "VAT ID" = 123456789 How do I merge them? The trigger is creating new deal and then check if the value…
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Can you create multiple quotes under one deal?
Hi there We use products and Sales Docs to create our quotes, which works brilliant until we want to create options for a client. For example maybe we are quoting for a 100 chairs in green fabric but 100 chairs in leather is a different price, and we want to easily show the price difference. We can't put the options on one…
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Automatically add additional data to the custom field
Hi, I'm trying to set up an automation that overwrites data from a store custom field to an organization custom field. The problem is that it overwrites the data and the passing data does not remain. I thought I had an idea how to solve it trigger: deal has been updated condition: if the custom field of deal "A" is filled,…
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Make the number of tasks appear in the menu, in red, just like the activities.
Today, tasks added to projects don't give the user any kind of notification, so it's easy to forget they exist. Besides, we don't receive a list of the tasks due that day by email any more than we receive a list of the activities. The idea is that we receive some kind of notification so that these tasks aren't forgotten,…
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Ability to update activities without notifying guests
Hello, I have requested this before: We need the ability to modify an activity without the invited guest receiving an email update. Why? Because it confuses the customer! Sometime we simply need to make a slight modification to the activity that does not impact the customer experience. But when they receive a notification,…