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Can I create an automation for when tracked emails are read a certain number of times?
I'd like to create an automation to send a follow-up email after an initial outreach email has been opened three to four times. Is this possible? If so, can I get pointed to an artical or video that can explain how to do so? Thanks, in advance.
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Emails created by automation link to closed deals
We work a lot with closed deals. These deals have automations based off different activities including sending emails. I've only just discovered that these emails don't get linked to any deals that aren't set as "Open". Ideally, these emails should always still be linked to the deal that the automation was triggered from!
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Recommendations on best use of Leads vs Deals
Hi everyone, I'd love your input on the following question please. 🙏 Thank you in advance! When using Pipedrive, is it best practice to enter all enquiries a business receives initially as a New Lead so that the conversion of leads to deals can be tracked? Or if a hot lead comes in, is it okay to enter it directly as a…
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Insights Activity Progression
Hi Community, I'm wondering if anyone can help with a report I'm trying to create. A PD user has multiple Activity Types (Call 1, Call 2, Call 3 etc) and are looking to create reports to show how many Call 1's resulted in Call 2's / How many Call 2's resulted in Call 3's etc. An alternative way to look at it could be of…
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Automations & Calendar Notifications
I strongly suggest that Pipedrive can make possible to automatically send and email to the invited contact of a calendar entry when it's concluded, since it's only possible to send to its creator or the contact associated with the deal.
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Ability to filter emails within projects
One feature that makes a difference is being able to link emails to projects/deals and access them all within projects or deals. However, once the email is linked to the project, it becomes very difficult to find it within the project, so I think it would be interesting if we could filter the emails linked to projects by…
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Pipedrive Campaigns vs. Third Party Solution
Hello fellow Pipedrivers, I am trying to decide which way to go, for a totally new list. Piepdrive Campaigns or something like MailChimp? This will be a list that might, at tops, reach five digits, but it's special interest, there will never be millions on it. Pipedrive Campaigns seems to be the natural solution, as it…
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number formatting
When a custom number field is utilized one should be able to format it to show thousand designator comma currently 111909 looks like this needs to look like this 111,909
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Percentage % custom field
Be able to creat a custom field as percentage and not only value as today.
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Total Clicks Incorrectly Labelled as Unique
I would like to know the no. of unique clicks on each link. However in Link Performance section in Email Campaigns, clicks on each links are stated to be unique clicks & % of unique clicks, but this is not the case. It is stated that multiple links received over 300 unique clicks - but they're actually total as it exceeds…
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New: API usage dashboard 🚀
Happy Monday, community! You can now track your company’s API usage over time directly from the Company Settings page: Admin users have access to an API usage graph showing the number of requests over the past 30 days Detailed breakdown shows up to 10 applications with the most requests and 10 users with the most requests.…
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sms in activity list
Is there a way to have text messages sent via the app to show up in the activity list for a prospect?
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Translation mistake in the pt-BR language
Hello, community, I noticed a translation error on the user's updates screen, as highlighted in the image below: The word "adicionoou" is misspelled. The correct form should be "adicionou," with just one letter "o." Hope it helps!
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Reply All not working
I used to have Reply All as an option. Now I don't. Has anyone else encountered this problem? I'm getting AI-written messages from Pipedrive support that are not helpful.
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Emailing files attached to leads or deals
I cant figure out how to email a file from the crm. I can attach files to leads/deals but whenever I try to send those files it wont let me. any suggestion would be appreciated.
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Ability to attach PDFs to campaign emails
Hello, Pipedrivers! I am requesting the ability to attach PDFs to campaign emails. (Short and sweet request.) Thank you, keep up the excellent work. ✨
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What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
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Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
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Cannot Delete Custom Fields
Hello, I created a few custom fields for deals. I later decided i no longer need some of them. I have deleted them, and they no longer appear on the custom fields settings. However, the fields and their data are still appearing on my insights reports. Before deleting them, they were appearing as duplicates in my reports,…
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Pipedrive Contact Enrichment: A simple 10-Step Guide
Discover how to automate Pipedrive contact enrichment using Clay.com. This 10-step guide shows you how to boost your CRM's value effortlessly. Tool used: Clay.com (affiliate link: sign up to receive 3,000 credits worth $229 when you upgrade)
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Duplicate deal date change
Hi, If anyone encountered this issue and found a work around I'd be happy to hear it. The situation is as follows - I made an automation that created a duplicate deal when I mark and existing deal as Won. I need the duplicate deal's expected close date to be set to a year from the original "Expected close date", but the…
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What is the easiest way to merge the data from 2 pipedrive accounts?
We have two separate Pipedrive accounts that we would like to unite, what is the easiest way to do this?
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Ability to set company's own fiscal year and quarters needed
Currently Pipedrive sets quarters in sync with the calendar year ONLY and we can circumvent that by adding custom dates to everything, but the ability to set your fiscal year in Pipedrive and have your quarters be reflected would be a huge feature upgrade!
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Alternate languages for custom fields
It's weird that I haven't read this as a feature request anywhere. I hear it really often from international companies: Custom fields should be translatable. Many companies have employees with different native languages. Pipedrive itself can be used in many languages, but I can't translate my own fields (and the values in…
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Labels on the tabs in the Left Hand Navigation
I really struggle to differentiate between the different icons in the main left hand nav. Ironically, you've aria-label'd them all up, so users using screenreaders can more easily identify them, which is good at least! I'd love an option to just show these labels so I can quickly identify where is which. I'm happy it being…
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Ability to change or customize "Lead Sources"
Several of the pre-canned Lead Sources are not applicable to my business and equally I am unable to add a couple of new Lead Sources. I'd like to see the ability for this filed in Pipedrive to be customizable.
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Workflow Automation | Create Activities when Product is added to a Deal
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
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Activate visability for notes
Hi I would like to have the option to make my notes available to certain teams or users on Pipedrive.
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I looking for a way to filter the deals data created by date.
Hello, good morning. I looking for a way to filter the deals data created by date. Example: I want it to show me the data from March 3 to July 12. I have searched in the documentation and I still can't find the way to do it, I hope you can help me with this.
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Add a Snooze Email function to Sales Inbox
Hi Pipedrive team! Please add a Snooze Email function to Sales Inbox. This is a brilliant feature that is now standard in email clients such as Gmail and Outlook. It allows the user to choose a time interval (Later today, Tomorrow, This weekend, Next week) or select a Date & Time for when the email should reappear in their…