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send test emails faster
Test emails for email campaigns would be more useful if they were delivered in a timely way. A little frustrating to finish drafting an email, send a test, and then have to kill time waiting for the email to be delivered to review it.
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Automatically Moving Leads to specific Pipeline stages by Tag
I'm brand new to CRM's/Pipedrive, so I apologize if this is an obvious question. My goal is to set up an automated cold-emailing process, for which I've built several email scripts/automations that are triggered by Pipeline stage (example- there's a "Former Customer" cold-email script, which is automatically triggered when…
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Pipedrive integration with linkedin lead generator such as Dripify.io
Hello, we are considering an automated linkedin lead generator such as Dripify.io. Is there any experience if this integrates well with Pipedrive?
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Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
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What are these errors in products import?
Hello, I tried to import my list of products but I got two errors in part of the list. I was able to import 700/1080. Do you know what do they mean and how can I solve them? 1 - Product not found. 2 - (Product) Update product is not allowed for deleted products. Thank you, Rita Pereira
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How to filter Ex-Users' people, organisation, deals ?
Hi, In pipedrive I can not filter deals, people, organisations 's ownership by selecting ex-users. In the filter menu when I select OWNER, I do not see ex-users in the o-users list. How can I Filter? After filtering those, I will change the ownership accordingly, but know I can not make mass change on those records. I have…
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Mobile app not supporting recurring meetings
The mobile app does not support recuring meeting invites, when synced with Outlook. How can Pipedrive be a CRM focused on sales and have a mobile app that does not fully integrate with Outlook? Seems like a huge oversight that my outside sales team can't see their recurring meetings on the Pipedrive mobile app, even though…
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How do I create a profile esc document for a client to fill out using Smart Docs
Hi, I'm currently setting up Smart Docs for our sales staff and wondered if there was a way to send a Profile document to a client where they can fill out the fields themselves. I can do this as a document but the template we use is 8 pages long and I do not want our staff to be having to add text fields to every document…
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"Show on Map" Feature for the Dashboard
Any talk of being able to add a map report to the insights dashboard? Would be awesome to have the existing Google map of all deals (total, current, won, lost, etc.) that you could drop on the main dashboard and have a quick view of all deal activity. I feel like this should be easy since all of the Google map integration…
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Dropbox Integration
A native integration with Dropbox would be extremely helpful. I feel like Dropbox is the most widely used cloud storage among companies and would benefit a large number of your customers. Please consider this!
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Automation
I am new to pipedrive and currently on a free trial to see if it will suit my needs. Once automation I am trying to set up is: when i add a new organization to pipedrive to set a reminder task to "onboard" that new organization. It seems like I can do this with a person but not an organization. Any advice would be great!
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Merge Tags - Deals
In an ideal world, you would be able to select merge tags for fields within a deal as well. In my case, I build out milestone templates for the mortgage process, and it would be incredibly helpful if I could automatically pull data in from the client's loan (deal) to populated in these automated email campaigns.
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Issue with Duplicate Emails in Automated Email Sequence
. I've set up an automation to send follow-up emails to clients, bu the email is sent three times instead of just once. The setup appears correct and should only trigger one send per activation. Has anyone else experienced a similar problem or could suggest what to check or how to fix this? Any help or advice would be…
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How to manage custom fields between Lead/deal & Person
Hi! I'm encountering a challenge where certain fields, such as address, are identical in both leads and customers. My current process involves asking for the address during the initial contact to ensure I can deliver our service effectively. However, once a sale is made, I also need the customer's address. The issue arises…
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Microsoft 365/Outlook Email Add In for Pipedrive
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…
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Pipedrive API leads custom fields or hidden fields in web to lead forms
We want that whenever a lead form is submitted on our website, we are able to get UTM values in Lead as hidden fields. We tried following: 1. Lead booster web forms are not an option because they do not have hidden fields through which I can send UTM values to track lead source. 2. We tried Contact Form 7 and Advanced…
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Fillable Forms
Hello! Looking to start using the documents feature. Currently we have used Dropbox Sign to send our main forms to our clients. The forms are essentially a fillable pdf (many boxes to fill with some of their personal information that we wouldn't get earlier in the process). I'd love to be able to keep everything working in…
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Unselecting filters
Hi, Would it be possible to implement a feature that allows a filter to be deselected? At the moment the work around, as advised by the help team, is to select 'Everyone' to reset the details but this doesn't seem very logical to me. I would like to be able to select a filter, look at the data, then deselect. Looking…
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Request for Daily Billing Option in CRM for Rental Businesses 📅
Hello Pipedriver's ✌️ We are very pleased with the many new features Pipedrive has introduced. However, we have a specific request that we believe would be a game-changer for us and many other companies in the rental industry. Currently, we bill our clients on a daily or monthly rate basis. Unfortunately, the existing CRM…
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Fix Email Thread!
Hi Pipedrivers, I am Posting this to get to see if we can get a reaction out of Pipedrive Developers to fix the EMAIL THREAD. I would for them to give us an option to use the design they have now (I know some may like it) or to be able to select a different email style. I want the latest email communication at the top then…
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Admin & commercial
Hello, is it possible to create an admin account and a user for commerce by only paying a subscription? Because I would like to have control and visibility over the account but a salesperson who is not the admin role?
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Better Email functionality needed
Love many aspects of Pipedrive however I feel the email interface need to be improved. As sending and receiving email is one of the most important features in a CRM the thread of email conversation need to be looked at and improved. I would love to use the email client inside Pipedrive exclusively but the thread of a long…
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How do I assign a default pipeline?
I have 4-5 active pipelines for different purposes. How do I designate one of them as my default pipeline, so that 'deals' always opens in this pipeline?
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New: Possibility to delete deactivated users
In the user management feature, under the deactivated users tab, it is now possible to permanently delete deactivated users. What exactly has changed? It is possible (after user has been deactivated) to delete the user entirely from the account. This means, the user's personal information (name, email, profile picture,…
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Sync of contacts to Mailchimp
Can I define the fields of contacts that are synced with Mailchimp? I specifically want to use labels for contacts and want them to be synced to Mailchimp to be able to filter for them in Mailchimp.
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Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
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Microsoft Partner Center and Commercial Market Place Leads integration
Hello everyone, Has anyone successfully configured Lead Sharing with Microsoft commercial marketplace? Any guidance or pointers to get started would be very much appreciated. I'm a business manager and former IT-Pro with no developer skills but now looking to point our developers in the right direction. I've recently…
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Transferring Information from the organization to the deal using automation
Hi, Does anyone have any idea, My sales team is set up within Sub teams, but there is also at pooled resource that writes business for all of the other teams. So I am trying to report deal statistics by two fields, The deal owner, which is simple The organization owner which seems not to be. The reason for this is that the…
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PRODUCTS - Billing Frequency is missing FORTNIGHTLY
All our marketing products are billed FORTNIGHTLY. Currently, products dont seem to have frequency of FORTNIGHTYL - only weekly or monthly. Please can we get this fixed up asap? I would love to use the MRR/ARR reporting features but currently we cannot as we cant set up our products correctly Screenshot below of products→…
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Contact Export - Column for each phone type (Work, Mobile, Etc)
Currently the export just shows multiple phone numbers for a single contact in the same column with commas between. There is no way to see if it's a "Work" or a "Mobile" number. It would be ideal to have a column for each phone number type. That means you can not import multiple phone numbers from a spreadsheet and have…