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"Activity deal status is lost" condition is not working
Hello People. I have an issue with an automation that works perfectly fine up until the point where I add the condition "Activity deal status is lost" What should happen: Trigger A client calls us on Aircall and Pipedrive automatically creates an activity for that Step 1: To clean up all of those activities they are…
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Workflow Automation: Specify Webform
When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly. In my case: I'd like to set a different label for leads which came from different webforms.
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Report to monitor Pipeline value & weighted pipeline value over time
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
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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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Timeline on Projects ? (like on lead / company / contact views
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
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"View only / limited / guest" access to Projects
It would be great to have a free "view only or limited" access to Projects We deal with numerous sub-contractors that just need to access the project details/contacts and any documentation for delivery of the project. Sometimes they need to upload some final documents and images to show completion To have to buy a license…
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Enable/Disable Email threads
Hi, first of all. I know this article https://support.pipedrive.com/hc/en-us/articles/115004281665-How-are-emails-threaded-in-Pipedrive- and I totally disagree. It may be helpful to see the conversation but it should be able to disable email threads for all incoming emails or at least to manually split emails from a…
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Last email sent column
Hi, I am using the last email sent column in my leads overview to track that all leads have been contacted. For some reason, the column value does not display correctly for certain leads. When I click the lead, I can see my email inside so it is definitely recorded, but in the overview the value in "Last Email Sent" column…
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Only activity owner can mark activity as complete
I would like to be able to block an activity from being completed only by the person responsible for it, can you please create this option?
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Mass export files from Pipedrive
I wanted to check the options to mass export all the files from Pipedrive and store them on a drive. When I export files in Pipedrive the export file contains the download link and this is a manual process as I have to use each link to download the files one by one which is time-consuming.
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Calendar Privacy
Hi I am syncing my Google calendar to Pipedrive and all my events are now public. My default setting in Google calendar is Private and I cannot go and change the individual setting for each event. How can I limit my teammembers visibility to my events? I don't see how I can do this in the visibility groups.
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Marketing Automation Comparison
Pipedrive has a campaigning tool, but we've been working with a different marketing automation platform years before starting with PD. Has anyone made a comparison between the main marketing automation platforms like Hubspot, Zoho, Campaign monitor, Mailchimp for instance? And what was the outcome?
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Chaos in Overview - Remove data cleanup filters
I suddenly see a bunch of self-designed filters in my deal overview. It’s super chaotic and not organized at all. I want to remove them, but it seems that’s not possible. I do have an overview that I can fill in and keep track of myself, right? I only want the filters that are useful for my business. No Data Cleanup…
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Editable double opt-in message
I would be useful to be able to either edit the double opt-in message or get the link for adding it to normal email. In my case the text (in Finnish) sounds funny and is not suitable for getting the confirmation. Just by editing few words it would be suitable. Currently it does not support the function.
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Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
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Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
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Linked Emails Should be Made Public
We have some users who have their default email sync setting as Private. When they link an email to a record in Pipedrive, but forget to ALSO mark it as Shared, no one can see it. They don't know they have to do this. It is an extra step for them. Pipedrive should offer a way to set it so that all Linked emails get Shared…
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My "Add to Klenty" button disappeared under Contacts/People
I typically add my contacts in bulk to an email campaign by clicking multiple people and under the 3 dots on the top right I "add to klenty cadence". I logged in this Monday and the entire thing disappeared. I can still add individuals to a klenty cadence if I click on each individual profile but that will take too long…
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Order of seperating First and Last Name
Hi, I’ve noticed that when I fill in the Person field in Pipedrive, the system automatically splits the name into First Name and Last Name fields. However, in Hungarian, names are written in reverse order (Last Name first, First Name second). This causes the names to be assigned incorrectly. Is there a way to adjust this…
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Help Creating an Insights Report | Tracking Active & Inactive Organizations
I have been researching how to create an Insights report that compares organizations that have had a new deal enter our sales pipeline within the last 30 days to those that have not had any new deals enter the pipeline during the same period. Is that possible? Or are there any creative workarounds you suggest? Thank You
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Keyword Search Within Client & Deal Pages
It occurred to me, that it would be incredibly helpful to be able to search keywords within a profile. Due to the amount of correspondence that can happen in our industry for each reservation, it can be difficult to narrow find pertinent information quickly. For example, I have a client that is one two cruises, one…
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Product feature is not good for reports or handling subscriptions
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…
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How to edit email Templates?
I'm setting up automations for our company but struggle to actually edit the email templates that are to go out. Not sure if we've hit the payment threshold for this task or I'm missing something?
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Why can't you create and send quotes in pipedrive?
Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps. Presumably the same API that creates xero invoices can be used…
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Is the only option available to "delete" a "won" deal that has concluded successfully?
In the "status options," the drop-down menu only have the options of "open, lost, won, and deleted". I want my won deals to show they have concluded successfully and are closed. Would you happen to have any ideas about how I can make that happen? Or is the idea to delete a deal that has concluded and closed?
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It should be possible to make columns narrower in report tables
The minimum width for columns in Reports (Insights) is far too wide. This prevents seeing all relevant columns at the same time. Please fix this. Please make columns' width automatically adapt itself to the content as well.
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Allow linking of a single activity to multiple deals
It would be great to have the option to link multiple deals to the same, single activity. For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc. Example of activity creation screen
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Cumulated MRR on Insight
I need the cumulated MRR on the insight. You can provide the new MRR/month so i imagine you could easily provide the cumulated on with this data.
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Property Integration for Real Estate
I would like to suggest to have a live feed (an xml feed, for example) for properties and for you guys to have property feeds to property portals and the ability to match automatically clients with properties (based on the clients requirements and the property description). If Pipedrive had these features, we (and surely…
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Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.