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Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
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Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
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Set company's fiscal year for insgihts
Hi ! As company's fiscal years are not often from january to december, it would be useful to set the fiscal year of a company on company's setting. This would help us to analyze our insights from July to June for example instead of January to December by default.
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Organisation-Specific Smart Bcc
We currently have 'universal' and 'deal specific' smart bcc address options. Is there a reason organisation specific smart bcc addresses don't exist? When using Pipedrive as more of a conventional CRM system, it's sometimes prudent to attach emails which do not relate directly to a deal. Using the universal bcc address is…
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Bulk Edit Custom Fields for Leads
Will we ever be able to bulk edit custom fields within our Leads dashboard?
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Campaign's payment
Hello Pipedrive Community, I'd like to use the Campaign's solution for my company, but we will need it maybe for 5/6 times a year. Is it possible to pay for a month, and then stop it the next month then re-enable it in 3 months ? Thanks in advance, Nicolas
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What is everyone using for account engagement reminders?
We'd like to set up an automated task/work flow that will take into consideration a customers segmentation and create a reminder to meet with the customer on some specific cadence like monthly, quarterly, etc. Has anyone come across an app, plugin, or solution for this?
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Filter nach Nachnamen
Hallo, wir möchten gerne unter der Suchleiste "Kontakte" mit der Filteroption (alphabetisch von A bis Z) nach den Nachnamen sortieren können. Aktuell ist es bei uns nur möglich sich angelegte Personen nach den Vornamen filtern zu lassen. Gibt es eine Einstellungsoption um dies umzuändern? Wir bedanken uns im Voraus!
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Subtasks - How to insert and/or re-arrange?
I have created a sample project (refer to jpg) and want to insert a subtask. I do not see an option insert and/or drag and drop to re-arrange subtasks. Any suggestions? Thank you. Keith
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(CLOSED) Attachments / File uploads in Web Forms are coming soon!!! 🚀 🎉
Update 12/12/2022: No more applications are being taken for this beta test. Thank you to everyone who applied. We are slowly but surely finalising new feature in Web Forms - File uploads (attachments) 🎉 And we are looking for first enthusiasts 👩🏻💻🧑🏽💻👨💻 to test it and give us their feedback. Looking forward to hearing…
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New: Automatic Assignment enables you to automate lead routing!
Hey, Pipedrive Community! 👋 We know the importance of following up on a new prospect in a timely manner and ensuring that the right person is making that first contact. I’m excited to announce that we’re starting to rollout Automatic Assignment to allow you to automate opportunity routing so you and your team can follow up…
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Email automation when task is marked as "done"
I would like to send emails based on Pipedrive templates. Predefined emails shall be sent once I am marking a Projects-task as "done". Use case: I would like to inform a customer that something was done.
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Web version of sent campaigns
Hi folks, I would definitely like Pipedrive to make a web version available of every sent campaign so I can share a URL to that specific campaign once the campaign is sent. Please upvote this idea if you agree.
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Can Pipedrive be integrated with LiveVox?
Does anyone here know if Pipedrive can be integrated with LiveVox?
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Automating campaign subscription for new persons?
How do I create a workflow that will automatically invite newly added persons to an email campaign (ideally send them a double opt-in notification)?
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Label filter in Insights
It's great that there is now possibility to add multible labels to deals. However it is not possible to use "label contains" filter in reports. Is that on roadmap?
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Is it possible to include a field in a hyperlink in an email
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
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Link email threads usings workflow automation
Please can we have the ability to link email threads together using automation so that the reciever can see email the email chain as part of our campaign?
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Emails from Pipedrive are going into spam
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
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Change credentials for users
Hi all, we have changed the structure of our e-mail addresses centrally to firstname.lastname@domain.com - while before we had changing things like firstname@, initials@, or something else. We now want to enforce SSO. Which I cannot do until every user changed the credentials to the new structure. Is there a way I, as an…
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Accounting Firms/Visibility Groups/Different Teams
Hello All, I'm curious if there are any accounting firms that have a great default setting for contact management and teams organization/visibility groups. Conceptually, it makes sense for "Partners" to be the parent group, and then teams below that (Tax, Assurance, Valuations, Grants etc.). For example for contact…
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Automation to link contact to new deal
Has anyone figured out how to link a contact to a new deal when setting up an automation to create a deal from an existing organization/contact? For example, right now I'm importing contacts/organizations from a manually scrubbed lead spreadsheet and then have an automation setup that creates a new deal when a couple…
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SMS automation (workflow/workaround) that can book Zoom meetings?
Pipedrive Chatbot's deep Zoom integration is fantastic, no other CRM offers this. Is there a way we could do the same with an automated SMS workflow? We're engaging leads with SMS as soon as they signup and we would like an SMS automation that will try and book Zoom meetings with them, just like Pipedrive Chatbot does.…
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Remove unnecessary email thread display
When opening and replying to email, all previous emails are displayed in a massive vertical thread. 90 sec demo: https://www.loom.com/share/d1024450591d4de4a672dfbcfa9bb80f
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When importing products from a spreadsheet, why isn't the price field being filled?
I have tried multiple formats, mapping, browsers, etc. and for almost a week now, I haven't gotten any answers. Has anyone else had this issue? D
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Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
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Copy URL to a Lead Filter
For Contacts, Organizations and Activities, when I create a filter, I can simply copy the URL and share it with a colleague, for them to open the exact same filter directly (provided it is a shared one). For Leads this does not seem to be possible, because the filter id is not in the URL. I always have to tell people to go…
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Multiple People Meeting Scheduler
It would be very very helpful to be able to add more than one person to a meeting scheduler link. My use case is that I want my CRO to be able to jump on all our client calls. Right now, I have to manually create events in my calendar to block when he's not available. A common link would be incredibly useful!
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Pagination is not working for "List all persons associated with a deal".
Under Deals Endpoint, there is "List all persons associated with a deal" endpoint. According to the API, pagination is supported for this endpoint but when I tried at my end, pagination is not working properly. I am getting the duplicate data through pagination. So, could someone please look into this?
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One Deal with many products
Hi, Any suggestions - how we can close Deals where more as one product is assigned and we won Deal for one product, but lost Deal for other Product. For example, Customer project is for Printers, Projectors and Software and we won Deal in Software parts, but lost Deal for other 2 parts. Additionally we want to add info to…