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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,…
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Unable to Access PipeDrive Support
I am unable to get the Chat feature to work for asking PipeDrive a question. I have the correct tier of service, but each time I click on Chat, nothing happens. I have written to "support" and those emails are answered by a bot that doesn't understand the question and I am in an endless doom circle. Before I give up on…
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Drag Files From a Deal into Email (Or Save into a Separate Folder)
Hey, I have to add photos or videos to specific deals. When I want to send out info on those deals I have to re-download the saved files and then send them as attachments via email. Is there a way we can drag saved files from a deal into an email directly? This has become a crazy long process
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Schedule meetings based on Sales team availability
We would like to create a booking / meeting scheduler link, which we can send out to leads or embed on the website, where a meeting is automatically assigned to an available salesperson. This could also be setup like a meeting rotation, meaning first booking is assigned to salesperson A, next booking is assigned to…
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Quote with Products+photos/descriptions
I have a quote template but it only allows me to include the total price for the quote. For each customer I have a list of products and photos of the products. I would like to be able to auto send a quote at a stage and have the email include photos and descriptions of all the products for that deal. If I sell a furnace…
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Contacts and Deals sync with Calendar Activities
Hi all. Is there a way to automatically have my contacts and active deals sync with calendar activities? I have synced my Google Calendar with Pipedrive. However, I noticed that although my meetings show up in my activities (which is what I want), the contact and deal fields are blank. It doesn't automatically recognise…
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Is there a way to link leads to a deal (or vice versa)?
The only way I can see to link leads to deals is by converting the lead into a deal. Sometimes we have multiple leads connected to a single deal (for example, leads from different individuals at the same company, or leads that came in a year apart/for different reasons or products). Other scenarios might be: a lead goes…
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Filter History should include WHO last edited it
We ran into an issue today where some filters were changed, and were not able to see WHO made the changes. The filter editing window shows who made the filter and when it was last edited, but it does not tell you WHO made that most recent change. This would be helpful to know!
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Bulk Import Products Into Deals via CSV
This is a CRM - I would like to know what my customers have ordered in the past so when they call I don't take 5 mins to pull together their order history. Can Pipedrive please add the ability to add multiple products to deals via CSV import? Our ability to slice and dice this data and upsell customers based on previous…
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add a deal with automations and avoid duplicate deals at the same time
Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
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remove or fix the "Your account was under review." system when using campaign module !!
During our last campaign, 700 emails were not sent because Pipedrive flagged our campaign for "review". Although the campaign was approved the next day, the 700 emails were still NOT sent ! We had NO WAY to identify which emails were not sent. After speaking with support, our request was escalated to the developers, and we…
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Automatic counter in deal custom fields
Hello community! I would like to post a message asking for help. Despite my research, I haven't been able to find a solution. I am looking for a generated digital automatic counter for business on the model (year + digital counter) example Case X: 240001 Case XD: 240002 XRDX case: 240003 …. I can't seem to find any…
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Norweigan mobile number - sms and call
Want to buy one Norwegian mobile number and use it for the following in Pipedrive: 1. Send and receive sms (from within pipedrive) 2. Make and receive calls (from within pipedrive) Anyone who knows how to solve this? Have been in contact with several apps/third-party without anyone that can offer both sms and call for one…
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Missing and Disappearing Activities
Saw that another user reported this same issue 2022 and engineers were working on issue. We are having same issues. Activity ICON shows we have 7 but when we click in contact card there is activity is not showing.
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Control over Pipedrive Email Sending Windows
Would be very helpful to have a feature in Pipedrive's Email Sync that allows users to have control over the window from which emails can be sent in Pipedrive. For example, we have reps that work later in the evening that would appreciate the ability to draft emails and have them send the following morning, or avoid…